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3 docs tagged with "setup"

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Onboarding

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

Prepare to Sell

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.

SMS Campaigns Setup

Get texting turned on for your store, check the Twilio connection, create a first draft campaign, and keep an eye on your monthly SMS allowance, credits and usage.