Getting started
Quickstart: your first 15 minutes
Create a business, pick your industries, enable modules and add your first location, catalog item and order.
5 min read
1. Create your account
Sign up with email and password. Your 15-day trial starts immediately — no card required. If you arrived from an industry page, that industry is pre-selected for you.
2. Run the onboarding wizard
The four-step wizard captures everything the platform needs to configure itself: business details, one or more industries, the modules you want switched on, and your first location.
- Business details — legal name, display name and currency
- Industries — pick as many as you operate (a hospitality group can be Hotel + Restaurant + Café)
- Modules — each industry proposes a default set; toggle anything off you don't need
- Location — your first store, clinic, property or venue
3. Finish the setup checklist
Your dashboard shows an industry-specific checklist. It uses your own vocabulary — 'rooms' for hotels, 'patients' for clinics, 'SKUs' for retail — and walks you through the first records that make reporting useful.
4. Invite your team
Open Team and invite colleagues by email with a role. Invitations are single-use, token-based links scoped to your business only.
Still stuck?
Our team answers operational questions within one business day.