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First Login & Setup

Sign in to the Artie AI platform for the first time and orient yourself to the dashboard and navigation.

Overview

This journey covers what you see and do the first time you log in to Artie AI. It walks you through entering your credentials, understanding the dashboard widgets, and learning how the sidebar navigation adapts to your role. Follow this guide before attempting any other workflow.

Prerequisites

1

Open the Login Page

Navigate to the root URL of your Artie AI installation. The platform redirects you to the login page automatically if you are not already signed in.

What you'll see: A centered card with the heading "Sign in to your account", two input fields, a "Remember me" checkbox, and a blue "Sign in" button. Below the form there is a "Create an account" link for new users who need to register.

Login page with sign-in form
The login page with username/email and password fields
2

Enter Your Credentials

In the Username or Email field, type your username or email address. The field accepts either format.

In the Password field, type your password. Click the eye icon on the right edge of the field to toggle password visibility.

Optionally check Remember me to stay signed in across browser sessions.

What you'll see: A lock icon appears to the left of the password field. Validation runs when you leave each field (on blur); a red error message appears below a field if the value is missing or too short.

Login form with credentials filled in
Credentials entered and ready to submit
Tip: Forgot your password? Click the "Forgot your password?" link to the right of the "Remember me" checkbox and follow the password reset flow.
3

Submit the Form

Click the blue Sign in button. The button shows "Signing in..." with a loading indicator while the request is processed.

What you'll see: On success, the platform redirects you to /dashboard. On failure, a notification banner appears at the top of the screen with the message "Login Failed" and the specific error reason (for example, "Invalid credentials").

4

Orient Yourself to the Dashboard

The dashboard is at /dashboard. It is divided into summary widgets and a quick-actions area.

WidgetWhat it shows
Today's AppointmentsCount and list of appointments scheduled for today
Revenue SummaryTotals for today, this week, and this month
Client ActivityRecent client visits and new registrations
Staff PerformanceEmployee productivity metrics
Quick ActionsShortcut buttons to common tasks

What you'll see: Each widget is a card with a heading and data. Cards that are still loading show a spinner. If data is unavailable a placeholder message is displayed.

Dashboard page with summary widgets
The dashboard landing page with summary widgets and quick actions
5

Learn the Sidebar Navigation

The dark sidebar on the left lists all sections you have permission to access. Items visible to you depend on your role:

Sidebar ItemPermission RequiredTypical Roles
Dashboard(always visible)All
Analyticsreport:viewAdmin, Manager
Appointmentsappointment:readAdmin, Manager, Receptionist, Stylist
Clientsclient:readAdmin, Manager, Receptionist
Employeesemployee:readAdmin, Manager
Servicesservice:readAdmin, Manager
Inventoryinventory:readAdmin, Manager
Paymentsread:paymentsAdmin, Manager
Invoicesread:invoicesAdmin, Manager
Waitlistappointment:readAdmin, Manager, Receptionist, Stylist
Reportsreport:viewAdmin, Manager
Settingssettings:manageAdmin

Click any visible item to navigate to that section. The active item is highlighted with a white background on the dark sidebar.

What you'll see: If a section is not in your sidebar, your role does not grant access. Contact your administrator to request additional permissions.

Tips & Best Practices

Tip:

Common Issues

IssueSolution
"Login Failed: Invalid credentials"Double-check your username/email and password. Passwords are case-sensitive.
Password field rejects inputMake sure your password meets the requirements: 8+ characters, at least one uppercase letter, one lowercase letter, one number, and one special character.
Redirected back to login after clicking a linkYour session has expired. Log in again; check "Remember me" to extend the session.
Sidebar item is missingYour role does not include the required permission. Contact your salon administrator.
Dashboard widgets are emptyYour salon may not have data yet. Proceed to set up clients, services, and employees.

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