11 docs tagged with "getting-started"

A short read each morning on yesterday at your store. Six lines on what happened, up to five numbers picked by rule, your level and your eight areas, on the Quick Facts page, in the sidebar and in Insights.

Your store's management score across seven levels, every key figure one click from its page, 30-day KPIs and a live activity feed.

Try a page on sample data before you use it for real. What a demo is, how to open and leave one, how the guided tour works, what is switched off, and every page that has a demo.

The sidebar, menu search and product search, Guide & Tips, Ask AI and Support, the setup and trial reminders, plan locks, and the controls every page shares, plus which help page covers each menu item.

The Get Started page takes a new store to its first sale in three tabs. Learn how UpChannels fits together, have the owner set up the store profile, then work through the Prepare to Sell checklist.

The owner sets up the business profile in three guided steps — business type, owner and organization, then the first store location and sales tax.

A two-step checklist on the Get Started page that marks each task Done from your store's data (checked each time the page opens) as you add inventory or services and ring up your first sale.

How this week is going and what needs doing today. Sales, stock, money, schedule, team and customer figures at a glance, next to a short to-do list.

The page you land on after signing in. Quick Facts at the top, then cards that link straight to features, tabs and forms, grouped much like your sidebar, with search and a language switch.

Sign in with your email and password, create a new store account, reset a forgotten password, give team members their logins and sign out, plus what to do when you can't get in.

The all-in-one platform to run, grow, and understand your business.