Step 1: Create Your Account (3 minutes)
Sign up with Google or use your email and password
If you used email, verify it from your inbox
Step 2: Set Up Your Profile & Business (5 minutes)
Click your profile photo → Manage your profile
→ Upload your photo and fill in your detailsClick the business switcher (top-left)
→ Hover over your business → click the ⚙️ (gear icon)In Business Settings, complete:
Business name and contact details
Upload your business logo
Set your business address
Choose your business type and industry
Brand settings (coming soon)
Step 3: Connect Key Integrations (5 minutes)
Connect Stripe for payments
→ Go to Finance > Settings, scroll to “Get Started with Stripe”Connect Google Workspace (if you use Gmail)
→ Go to Business switcher > ⚙️ > IntegrationsConfigure notifications
→ Go to Business switcher > ⚙️ > Notifications
Step 4: Try Your First Core Actions (2 minutes)
Visit your Dashboard
→ See which widgets are availableCreate your first Project
→ Go to Projects > Create ProjectAdd your first Contact
→ Go to Contacts > Add ContactOpen the Calendar
→ Explore your scheduled projects and tasks
⚡ Quick Win Tips
💡 Start Small: Begin with one project and a few contacts to get familiar
💡 Use Templates: Leverage built-in document templates to save time