Customer Onboarding

When you first log in to CaptiFi, a guided onboarding wizard walks you through setting up your venue. This takes about 5-10 minutes.

Step 1: Choose Your Device

You'll see two options:

Option A: CaptiFi Plug & Play (Recommended)

• Pre-configured access point
• Just plug in and enter a PIN — no networking knowledge needed
• Ships free to your address (typically 3-5 days; international deliveries can take a little longer)
• Includes Ethernet cable; your activation PIN arrives by email and is shown on your dashboard
• Requires a £60 refundable hold (released when you return the device)

Option B: Use Your Own Hardware

• Connect your existing UniFi, TP-Link Omada, or Ruckus Unleashed kit directly from the wizard
• Aruba, Cisco Meraki, Cisco WLC, and MikroTik are also supported — see the setup guides
• No additional hardware cost
• More technical setup required

→ Help choosing: Choosing Your Hardware

Step 2: Setup (varies by device choice)

If you chose CaptiFi Plug & Play:

1. Delivery Address: enter where to ship your device
2. Payment: £60 refundable hold via Stripe (regional equivalents apply outside the UK)
3. Confirmation: your order confirmation prints as a receipt showing your order number, the deposit taken and your activation PIN. Write the PIN down, you enter it on the device when it arrives. It is emailed to you as well.
4. Click Continue setup to carry on, then your device typically arrives in 3-5 days

If you chose UniFi:

1. Connection method — Choose:
   • UniFi API Key (recommended, UniFi Network 9.1.105+)
   • UniFi Traditional (local admin username and password)
   • Behind double NAT? The Remote Tunnel path is available — see the UniFi guide
2. Controller address — CaptiFi tests it can reach your controller
3. Credentials — Enter your API key or local admin login
4. Site Selection — CaptiFi discovers your UniFi sites; choose which to manage

→ Full UniFi setup guide

Step 3: Configure Your Venue

After device/controller setup:

1. Venue Type — Select your business type (restaurant, bar, hotel, café, etc.)
2. Venue Name — Confirm your business name
3. Goals — What you want to achieve with CaptiFi

Step 4: Name Your WiFi Network

The onboarding asks for your WiFi network name (SSID) — the network guests will see and join. A sensible default based on your venue name is suggested.

Your branded splash page starts from a clean default; design it properly after onboarding using the Splash Page Builder (My Locations → Edit splash) — logo, colours, sign-in fields, and custom questions.

After Onboarding

Once complete, you'll land on your dashboard. From here:

• If CaptiFi device: Wait for delivery, then plug in and enter the activation PIN on the device's setup page — see the Quick Start Guide
• If UniFi: Configure the captive portal settings on your UniFi controller
• Start collecting guest data as soon as your device/AP is online

What Happens Next?

1. Device arrives → Plug in → Enter PIN → Go live
2. Guests connect → Data starts appearing in your dashboard
3. Set up integrations → Google Reviews, Mailchimp, etc.
4. Create campaigns → Send your first email campaign
5. Monitor analytics → Track performance and optimise

Need Help?

If you get stuck at any point:

• Live Chat — available on captifi.io
• Email — hello@captifi.io
• Documentation — you're already here!