Your First 5 Minutes: Account Setup

Welcome! In this lesson, you'll set up the foundation of your business platform. It takes less than 5 minutes.

Step 1: Complete Your Profile

After signing up, the first thing you'll see is the setup wizard. Fill in your:

• Company Name - This appears on invoices, emails, and your website
• Logo - Upload your logo (PNG or SVG recommended, at least 200x200px)
• Contact Info - Address, phone, email that customers will see

Step 2: Choose Your Apps

Select the tools you need right now. Don't worry — you can always add more later:

• Website - Your public-facing site
• CRM - Track leads and customers
• Invoicing - Send professional invoices
• Email Marketing - Stay in touch with your audience

Step 3: Invite Your Team

If you have team members, invite them now. Each person gets their own login with permissions you control.