Getting started: your first channel
A hands-on session for people who have just signed up. You work in your own account while we do the same steps on screen, so by the end you have a business, a channel and one app doing useful work.
- About 45 minutes
- Online
- New owners
- Date to be announced
Who should come
- Owners who have created a User ID and not yet set up a business
- Anyone moving from spreadsheets or another tool
- Staff asked to set things up for their employer
What you will learn
- What to enter when you add a business, and why the payout account must be in its legal name
- How to open a channel and give it a name and address
- How to try things safely in test mode
- How to bring in data from a spreadsheet
What the session covers
The planned outline, in minutes. We may move things around to follow the questions in the room, but we keep to about 45 minutes.
Sign in with a passkey
A quick check that everyone can sign in, with a passkey set up if you have not done it yet.
Add your business
The details the business needs, and the payout account. Payouts only go to a bank account in the exact legal name of the business.
Open your first channel
Naming the channel, choosing where it trades and what it will be used for.
Install one app and try it in test mode
Installing an app and using test mode to place orders and take payments without real money or real customers.
Import what you already have
Bringing products, customers or leads in from a spreadsheet. Nothing is saved until you have seen exactly what will change.
Invite one teammate, then questions
Sending an invitation with the right role, then time for anything that came up.
What to prepare
A little preparation makes the session about your business rather than a general one.
- 1A free User ID, created before the session.
- 2Your business’s legal name and registered address.
- 3A spreadsheet of products, customers or leads, if you have one.
- 4A phone or laptop that supports passkeys.
What we will use on screen
Each app is installed per channel and priced per channel per month, billed after use. You can read about each one before you join.
Questions
When is it?
Where is it?
Will there be a recording?
Other sessions you might like
- Live product walkthrough60 min · Anyone curious
- Industry deep dive: clinics60 min · Clinics and healthcare
- Industry deep dive: shops60 min · Shops and retail
- Industry deep dive: schools60 min · Schools and courses
- Industry deep dive: nonprofits45 min · Nonprofits and NGOs
- Security and admin session45 min · Admins and owners
- Developer session60 min · Developers
- Partner briefing60 min · Partners
- Office hours30 min · Everyone
Want a seat when dates are set?
Leave your email and we will tell you when getting started: your first channel is scheduled.