Getting Started

• RegistrationCreate your account with company name, URL, and owner details
• Onboarding — Initial SetupSet up working hours, staff, and services in 3 quick steps
• Setup AssistantQuestionnaire, guided checklist, CSV import, professional setup
• First StepsSet up company info, add first service
• DashboardWhat the metric cards count, how the view changes per role
• Example DataFill a new account with a worked example, and take it back out
• Onboarding & Setup AssistantSetup questionnaire, guided checklist, CSV import, professional setup