Completing your onboarding

Step-by-step guide to finish setting up your account

Finish onboarding

After you verify your email, the onboarding wizard prepares your organization before you reach the dashboard.

Enter your business name, type, registration details, and contact information.

Add your first location (store, warehouse, retail outlet, and other types). Locations drive stock, POS, and reporting scope.

Set currency, tax, and operational defaults for your team.

Download the mobile app or open the desktop app from the launch page. Pair your device so staff can sell and manage stock on the go.

Owners can revisit organization and location settings anytime under Settings → Organization and Settings → Locations.

A complete guide for new users

Learn how to use the main dashboard effectively

More resources