account settings

How do I retake the guided tour?

Where: Open Settings → Guided Tour → Retake Tour

How do I retake the guided tour?

Quick answer: Go to Settings, find Guided Tour, and click Retake Tour. CrossBeam opens Projects and starts the walkthrough again.

Steps

  1. Go to Settings (or click Guided Tour in the settings menu).
  2. Click Retake Tour.
  3. You're taken to Projects and the tour starts. Step through it, or skip at any time.

What the tour covers

  1. Welcome to CrossBeam — what CrossBeam does for you.
  2. Your Projects — where your pre-checks and corrections responses live.
  3. Start a New Project — the New Project button.
  4. Ask AI — the permit assistant in the top nav.
  5. Ready to Build — a wrap-up.

If the tour doesn't start

Go back to Settings and click Retake Tour again. If it still doesn't appear, refresh the Projects page.

Related

Related

How do I retake the guided tour? · CrossBeam Permits Help