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Getting Started with Waybook

A guided walkthrough of setting up your Waybook: structure your first subjects and documents, import your existing knowledge, invite your team, and track progress from day one.

Getting Started with Waybook
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What you'll learn

  • How to structure your Waybook with subjects, documents, and steps your team can actually follow
  • The fastest ways to import and migrate the knowledge you already have
  • How to invite your team and set up groups and permissions that fit your org
  • How to track progress with tests and reports so nothing slips through the cracks

About this session

Your Waybook works best when it's set up right from the start. In this session we walk through everything you need to go from an empty workspace to a Waybook your whole team can learn from: structuring your content, bringing in the documentation you already have, inviting your team, and keeping track of who knows what.

Who it's for

Anyone rolling out Waybook for their team: founders, operations leads, and managers setting up training and process documentation for the first time. No prior Waybook experience needed.

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Frequently asked questions

Anyone setting up a new Waybook: founders, operations leads, and managers rolling out training and process documentation to their team. It's just as useful if you inherited a Waybook and want to get it into shape.

Yes. Every team can follow our Self-Led Implementation Plan, and our Customer Success team offers Guided Implementation if you'd like hands-on help. You can also book a demo to talk it through first.

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