You want to get all of the back end set up before jumping in. You'll find the company settings by clicking on the gear icon at the top right of the screen. Make sure you have set the following: 

Most of the Company Settings are "optional" but we would strongly recommend going through each setting to make sure that you are optimizing all the options!
To learn more about each of the setting types click here.

This is found at the top right hand side of the screen when logged into your account (a user icon next to your name).

This feature is where you can edit your personal preferences like the color that you show up as throughout the app, email signature, session lifetime etc. These settings only apply to you, and not for the company. Click here for more on each setting.

This will most likely be the most extensive part of setting up your account. Customer's will be added and updated regularly, but getting a base to work from is important. You can manually enter your customers or import them in bulk with a spreadsheet.