Setup Wizard Overview
Complete the 9-step ReturnMate Setup Wizard to configure your returns platform.
The ReturnMate Setup Wizard guides you through the essential configuration steps to get your returns platform up and running. This overview explains each step and what you'll need to complete it.
Accessing the Setup Wizard
When you first install ReturnMate, the Setup Wizard launches automatically. To access it later:
- Go to Settings in the ReturnMate navigation
- Click Setup Wizard or Run Setup Again
You can skip steps during initial setup and return to complete them later. However, some features won't work until all required steps are finished.
The 9 Setup Steps
Welcome
A brief introduction to ReturnMate and what to expect during setup.
Your Profile
Enter your basic business details:
- Business Name - Displayed on return portal and communications
- Contact Email - Primary contact for return-related inquiries
- Support Phone (optional) - Customer service phone number
- Timezone - Used for scheduling and SLA calculations
This information appears on your customer-facing return portal and in email communications.
Return Address
Configure your primary return address:
- Company Name - Name displayed on shipping labels
- Street Address - Where returns should be sent
- City, State, Postcode - Full address details
- Country - Australia or your operating country
You can add additional return locations later in Settings → Locations.
Carrier
Connect your shipping carriers:
Supported carriers:
- Australia Post
- StarTrack
- TNT Australia
- TGE (Team Global Express)
For each carrier, you'll need:
- Account number
- API credentials (key and secret)
- Preferred services/products
See Connect Carriers for carrier-specific instructions.
Return Reasons
Set up the reasons customers can select when initiating a return:
Default reasons include:
- Changed my mind
- Doesn't fit
- Faulty/Defective
- Wrong item received
- Damaged in transit
- Not as described
For each reason, you can configure:
- Whether to offer free returns
- Required photo upload
- Comment requirements
- Eligibility rules
See Return Reasons & Policies for detailed configuration.
Branding
Customise your customer-facing return portal:
- Logo - Upload your company logo
- Colours - Match your brand palette
- Welcome Message - Greeting text for customers
The portal is where customers initiate returns, track status, and communicate with your team.
Email Templates
Configure customer communications:
- RMA Confirmation - Sent when a return is created
- Label Sent - Includes shipping label and instructions
- Return Received - Confirms package arrival
- Refund Processed - Confirms refund completion
You can customise:
- Email subject lines
- Body content with merge fields
- Brand colours and logo
See Email Templates for customisation options.
Warranty
Configure warranty claim settings:
- Enable Warranty Claims - Allow customers to submit warranty requests
- Warranty Period - Default warranty timeframe for products
- Serial Number Capture - Require serial numbers for warranty claims
- Repair Workflow - Enable diagnostics and repair tracking
Warranty configuration is optional. You can enable it later in Settings if you don't offer warranty support yet.
Review
Review all your settings before going live:
- Confirm business information is correct
- Verify return address accuracy
- Test carrier connections
- Preview email templates
- Check portal appearance
We recommend processing a few test returns before enabling the portal for customers.
Setup Status Indicators
Throughout the setup process, you'll see status indicators:
| Status | Meaning |
|---|---|
| ✓ Complete | Step is fully configured |
| ⚠ Incomplete | Required fields are missing |
| ○ Not Started | Step hasn't been opened yet |
Required vs Optional Steps
Required for basic functionality:
- Welcome
- Your Profile
- Return Address
- Return Reasons
- Review
Recommended but optional:
- Carrier (required for label generation)
- Branding (defaults provided)
- Email Templates (defaults provided)
- Warranty (enable when needed)
After Setup
Once you've completed the wizard, you can:
- Test your workflow - Create sample RMAs to verify everything works
- Fine-tune settings - Adjust configurations in Settings
- Enable the portal - Make your return portal live for customers
- Train your team - Share access with warehouse staff
Our support team can assist with setup. Contact support@returnmate.io or schedule a demo.