5 docs tagged with "onboarding"

Establish the essential configurations first so sales, scheduling, inventory, growth, and reports work correctly—then follow the guided flow in order.

Your starting point for mastering UpChannels - set up your business and get selling fast.

Get set up quickly so you can start selling and tracking results.

Configure your profile, organization, locations, and tax so your workspace behaves correctly across sales, schedules, inventory, and reports.

Complete the guided workflow to configure your business profile, add products, and start selling.