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Onboarding Overview

Use Onboarding to prepare your workspace. You can come back any time—nothing you do here locks you in.

What you’ll complete​

  • Business profile and preferences
  • Locations, taxes, and user access (if applicable)
  • Quick walkthrough of the dashboard
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Get Started

Guided checklist to go live

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Profile Setup

Business details and preferences

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Dashboard

Today’s sales, tasks, and alerts

Pages​

  • Get Started: a guided checklist to complete the essentials in minutes.
  • Profile Setup: fill in business details, tax and location settings, and preferences.
  • Dashboard: see today’s sales, tasks, and alerts at a glance.

Tips​

Before you begin​

  • Owners can manage staff accounts and permissions in Settings → Users in the app.
  • If you plan to sell products, prepare a CSV or plan to create procurement orders.
  • If you sell services, define your initial service profiles (durations, pricing).

What’s next​

  • Create your first sale in Sales → New.
  • Import inventory via Inventory → Procurement Orders.
  • Configure service schedules in Schedule.
  • You can skip steps and return later.
  • If you have multiple locations, set them up during Profile Setup—reports will roll up automatically.