Browse the documentation

Follow the setup checklist

Six short steps take you from a new User ID to a business that can sell and get paid.

Where:Get started

Steps

Open Get started
After signing in, open Get started. It shows how many of the six steps are complete and roughly how long is left.
Secure your account
Add a passkey so nobody can sign in with just your password.
Verify your phone
A verified number is your second way back in.
Create or join a business
A business owns channels, documents and payouts. Create one, or accept an invitation from a business that has invited you.
Create your first channel
One brand, with its own website, customers and apps.
Install an app, then invite your team
Apps add features such as a CRM, a shop, payroll or invoicing to a channel. Then invite colleagues, giving each person the smallest role that lets them work.

You can stop at any point and pick up where you left off. The main button always names your next step.

The section How it fits together on the same page explains the three layers: User ID, business and channel.

Still stuck?

Search the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.