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First-week setup checklist

This checklist is the shortest path from a new account to customers paying and getting online on their own. You don’t have to follow the days exactly. The order matters more than the timing: router first, then packages, then payments, then customers.

Each step links to the section of the docs that explains it in detail.

Day 1: Account and business

Section titled “Day 1: Account and business”
  1. Sign up, verify your email and phone, and create your business. Choose your country, currency and Payments Wallets ID carefully. See Sign up and create your business.
  2. Add your branding. In Settings → Brand & Contact, upload your logo and set your brand name, colour, phone, WhatsApp number and email. Customers see these on the captive portal, your router’s pages and your invoices. See Settings.
  3. Check your business details. In Settings → ISP Details, confirm your name, address, country and currency.
  4. Hide services you don’t offer. Open the gear icon in the top bar and switch off, for example, Statics or TR-069 if you don’t use them. See Dashboard tour.

Day 2: Connect your routers

Section titled “Day 2: Connect your routers”
  1. Add your first router under Devices and run the onboarding script on it, so ISPMan can manage it. See Devices.
  2. Wait for it to show as online, then open the device page to confirm ISPMan can reach it.
  3. Turn on device alerts in Settings → Usage Alerts & Thresholds so you hear about it when a router goes offline. See Alerts.

Day 3: Set up your service

Section titled “Day 3: Set up your service”

Pick the service or services you sell.

  1. Hotspot. Add a hotspot configuration in Settings → Hotspot Configurations, create your packages under Hotspot → Packages (for example 1 Hour, Daily 2Mbps, Weekly 5Mbps), and set up the hotspot on your router. Then design what customers see in Settings → Captive Experience. See Hotspot.
  2. PPPoE. Create your packages under PPPoE → Packages (for example Basic 5Mbps, Home 10Mbps), set up the PPPoE server on your router, and check the IP pool in Settings → PPPoE Network. See PPPoE.
  3. Statics. If you sell fixed-IP links, set up Statics → Settings first. See Statics.

Day 4: Get paid

Section titled “Day 4: Get paid”
  1. Connect your payment method in Settings → Payments Settings, for example your M-Pesa Paybill or Till. This is how customers’ payments reach you and how ISPMan knows to connect them. See Payments.
  2. Make a small test payment yourself, for a cheap hotspot package or a test PPPoE account, and check it appears under Payments → Received and the customer gets connected.
  3. Learn how withdrawals work under Payments → Withdrawals.

Day 5: Bring in customers

Section titled “Day 5: Bring in customers”
  1. Add or import existing customers under Hotspot → Customers or PPPoE → Customers. If you are moving from another system, you can import them rather than typing each one. See Customers.
  2. Set up SMS so customers get receipts, reminders and expiry notices. See Communication.
  3. Track new installations on the Onboarding board if you install for customers.

Day 6: Bring in your team

Section titled “Day 6: Bring in your team”
  1. Invite your staff from Team, giving each person only the role they need, such as technician for field staff or billing_reader for an accountant. See Team members and roles.
  2. Add branches in Settings → Branches if you work from more than one location, and assign staff to their branch.

Day 7: Review

Section titled “Day 7: Review”
  1. Check the Home page for online customers, payments and any red System Logs count.
  2. Open Reports and Trends to see your first week of revenue and usage. See Reports and trends.
  3. Look at your ISPMan bill under Billing so you know what you’ll be charged and when. See Billing.
  4. Ask the Assistant for a quick report: “Give me a quick report: today so far against yesterday at the same time, and who is online now.” See Assistant.

Quick checklist

Section titled “Quick checklist”
  • Business created, email and phone verified
  • Logo, brand colour and contact details set
  • First router added and online
  • Device alerts switched on
  • Packages created for each service you sell
  • Captive portal designed (hotspot) or IP pool checked (PPPoE)
  • Payment method connected and a test payment received
  • Existing customers added or imported
  • SMS set up
  • Team invited with the right roles
  • Billing page reviewed
Section titled “Related”