The Setup Wizard builds the basics of your site in a couple of minutes: your look, your main pages, your legal pages and your menus.
It never overwrites a page, menu or setting that already exists, so it is safe to run on a site that already has content, and safe to run again later.
Where to find it:
- The welcome notice after you activate the theme: Run the Setup Wizard.
- The Settings tab: the Run the Setup Wizard button in the Everything else card at the bottom.
- The Home tab, while its checklist still has something open: Or run the Setup Wizard and let it do the pages, menus and legal pages for you.
The wizard has five steps across the top: 1. Your Look, 2. Your Pages, 3. Your Menus, 4. AI and 5. Done. Steps 1 to 3 have Skip this step at the bottom left if you want to leave one out.
Step 1, Your Look:
The page is called Pick your look. Everything here can be changed later in the Customizer.
- What are you building?: Business or blog site, Membership or course site, or Funnel or offer site. Your answer only sets sensible defaults for the next steps, and it moves the layout choice to match: Classic site, Member portal or Minimal. Every feature stays available on every site type.
- Layout: Classic site, Member portal, Boxed classic or Minimal.
- Color scheme: the ten schemes, each with a colour swatch.
- Blog layout: List, Card grid, Magazine or Classic.
- Login page: Classic, Split, Minimal or Dark.
Press Save and Continue.
Step 2, Your Pages:
The page is called Create your pages. Tick what you want:
- Home front page: a standard page set as your front page, ready for your own content.
- Dashboard front page: a page on the Member Dashboard template, set as your front page. Best for membership sites.
- Updates page: your blog page, in the layout you just picked.
- Legal pages: Privacy Policy, Terms, Earnings Disclaimer, Cookie Policy and Accessibility Statement, linked in the footer.
- Cookie notice: switches on the cookie notice. You can fine-tune it on the Legal Pages tab.
Anything that already exists shows Already set or Done and is left alone. Press Create and Continue.
Step 3, Your Menus:
The page is called Create your menus.
- Main menu (called Members menu when you chose a membership site): your front page, Training Library and Updates, assigned to the main navigation.
- Dashboard Quick Links: the cards on your Dashboard page. It starts with Training Library, plus Get Support when you have given the theme a support address and Latest Updates when you have a blog page.
Menus you already assigned show Already assigned and are left alone. Press Create and Continue.
Step 4, AI:
This step says The AI is in the full theme. It explains that the free theme has everything you need to run the site, and that the full theme adds the writing, images, SEO, the Publisher and the assistant, all on your own key. Press Continue.
What the wizard creates:
- Home front page: a page called Home, set as your front page under Settings, Reading.
- Dashboard front page: a page called Dashboard on the Member Dashboard template, set as your front page.
- Updates page: a page called Updates, set as your posts page, so your blog lives at its address.
- Legal pages: the same five pages the Legal Pages tab creates, written from your business details.
- Main menu or Members menu: your front page, Training Library and Updates, in the Primary Menu position.
- Dashboard Quick Links: Training Library (Every course, in order), Get Support (Get help from the team) and Latest Updates (News and announcements), each with its description under the title.
Both front page choices only act while your site has no front page yet. If you tick both, the Dashboard becomes the front page.
Step 5, Done:
Your site is ready. From here you can press View My Site or Add My First Training, or follow Read the Training Guide, See the Family or Fine-tune in the Customizer.
The Home tab:
Click ResultsAiX Theme in the admin sidebar to open the Home tab. It shows:
- Your counts: Posts published, Pages published and Trainings.
- Set up: a short checklist of Get your free key, Create your legal pages and Set your main menu. When all three are done it says All done.
- Start your blog: how many posts you have published.
- Keep going: one-click shortcuts such as Write a new post, Link older posts to newer ones, Change your layout and colours, Set up share buttons and share cards, Legal pages and the cookie notice, and Read the guide.
The theme's tabs:
The tabs that open in the free theme are:
- Home: your counts, the checklist and the shortcuts.
- Your Site: your header, emails your site sends, landing pages, the mark beside your site name and your favicon, your login page, fonts, Talk instead of type, the sticky bar, who can open your trainings, your YouTube channel and the footer copyright name.
- Blog: the sliding banner, the blog page, and linking older posts to newer ones.
- Settings: your licence, updates, breadcrumbs, the banner on a moved page, the edit screen, tracking codes, the search shortcut and the colour scheme of these admin screens.
- Sharing: share buttons, share cards and the picture at the top of a post.
- Legal Pages: your business details, the legal pages and the cookie notice.
- Shortcodes: the Shortcode Studio.
- Plugin Family: every ResultsAiX plugin, with the ones on this site marked Installed.
- Training: the full owner's guide, with a search box.
Post From A Link, Train Your AI, AI Connect, AI Publisher, SEO, Images and Integrations show a card marked Full theme that explains what the full theme does there.
Every screen has a Help / Training button at the top right that opens the matching chapter of the guide. In the guide, chapters marked Full theme describe the full theme. Every other chapter applies to you.
On the edit screen:
Every post, page and training gets one ResultsAiX panel under the editor with a tab for each of its boxes: Picture and sharing, Layout, Sidebar, Banner (on posts only) and Family Actions. The tab you used last stays open.
A small ResultsAiX settings box in the side column points you to the panel. If you would rather have separate boxes in the side column, go to Settings, The edit screen and choose Separate boxes in the side column instead of One panel under the editor, with tabs. Every tab is explained in The ResultsAiX Panel On Every Edit Screen.
Finding screens fast:
WordPress opens a search box anywhere in the admin with Ctrl+K (Cmd+K on a Mac). With Find the theme's screens from the Ctrl+K search switched on under Settings, The search shortcut, typing what you want to do, such as legal or sharing, jumps straight to the right screen.
A real example:
On a fresh install of yoursite.com, Rosa chooses Membership or course site, which moves the layout to Member portal. She keeps Results Amber and the List blog layout, picks the Split login page, ticks Dashboard front page, Updates page, Legal pages and Cookie notice, and lets step 3 build the Members menu and the Dashboard Quick Links. Two minutes later the site has a dashboard, a blog page, five legal pages and working menus.
Tips:
- Fill in your business details on the Legal Pages tab before you run the wizard, so the legal pages it creates carry your name and address. See Legal Pages, The Cookie Notice And Tracking Codes.
- Run the wizard again any time you want a missing page or menu. It only adds what is not there.
- Next, read Layouts And The App-Style Member Portal to choose how the whole site is laid out.