# Getting started as a setter

What a setter can see and do in PYLO, what to do on your first day and the screens you will use most.

As a setter, your month in PYLO is measured on the calls you book and on how many of them turn up. You confirm leads before they reach a closer, and you file an end of day report that records your outreach. Everything you see is about your own work unless your manager has given you wider access.

## What you can see and do

Your sidebar shows Home, My Board, **Dashboard** (with tabs for the [Agency Dashboard](/docs/features/dashboard), [Funnel](/docs/features/funnel) and [Leaderboard](/docs/features/leaderboard)), [Leads](/docs/features/leads), [Post-call](/docs/features/post-call), [Webinars](/docs/features/webinars), EOD and [Payments](/docs/features/payments). The other hubs hold screens for owners and admins, so a hub you can open only one page of simply shows as that page.

- **Post-call** gives you the **Confirm a lead** tab, which closers do not have.
- **Payments** shows the payments attributed to you as setter or closer.
- **Funnel** counts application stages for the whole workspace, and the call and EOD stages are yours.
- The Agency Dashboard, Funnel and Leaderboard need your workspace to be on the Pro plan. On Basic they send you back to My Board.

In Settings you can open [Account](/docs/settings/account), to change your own password, and [Digests](/docs/settings/digests), to see and turn off recurring answers you asked PYLO to send to Slack or Discord.

Your manager can give you **team EOD access**, which makes the EOD link open the team's tracking grid, and **full team commission data**, which shows commission across the whole team.

## Your first day

1. **Sign in** with the secure link in your invite email. No password is needed.
2. **Set your targets.** At the start of each month PYLO asks for them before anything else. As a setter you are asked for **Calls booked**, and optionally **Calls that showed**. You can choose **No target yet** instead: your board then shows the target as unset rather than zero, and PYLO asks again next month.
3. **Install the rep app** on your phone and turn on notifications. See [The rep app and push notifications](/docs/rep-app).
4. **Confirm your leads.** On [Post-call](/docs/features/post-call), open **Confirm a lead**, search by name, email or phone, and add anything the closer should know before the call.
5. **Send your end of day report** before you finish.

## Your end of day report

Open EOD in the sidebar or the EOD tab in the rep app. **Booked in Calendly** fills itself from the Calendly bookings created today. You then enter your own counts:

- New inbounds, new outbounds and follow-ups
- Calls pitched
- Calls booked, which is your own count and can differ from Calendly
- Dials, pickups and conversations

You can add hours worked, answer four reflection questions, and tick **Inbox clear?** and **Call reminders done?**. Your workspace may add questions of its own. See [End of day reports](/docs/features/eod).

If you also take calls, the rep app's **Log a past call** lets you say whether you closed the call or set it.

## Screens you will use most

- [Home](/docs/features/home). The suggested questions for a setter are whether your EOD is in today, your calls today, your show rate this month and where you rank on the leaderboard.
- [My Board](/docs/features/my-board), which by default shows **My sets**, **My show rate**, **My calls** and **My commission**, with your target.
- [Post-call](/docs/features/post-call), for **Confirm a lead**.
- [End of day reports](/docs/features/eod), every day.
- [Leaderboard](/docs/features/leaderboard), on Pro.