Business Setup
Business Onboarding Guide
Summary: Complete your business setup by providing essential company information and configuring your growlio workspace.
Overview
The business onboarding process helps you establish your organization's presence in growlio. During onboarding, you'll provide company details, set your timezone and currency preferences, and configure initial settings that affect how your team works. This foundational setup ensures all features work correctly from day one.
Prerequisites
- Verified growlio account
- Business information (company name, industry, address)
- Decision on timezone and currency preferences
- Team size estimate
How to Complete Business Onboarding
Step 1: Start the Onboarding Process
After verifying your email and logging in for the first time, you'll be automatically directed to the onboarding wizard. The welcome screen explains what information you'll need to provide.
Step 2: Enter Your Company Name
Provide your official business or organization name in the first field. This name appears on all documents, proposals, and client communications you send through growlio.
Tip: Use your legal business name exactly as it appears on official documents to maintain professionalism.
Step 3: Select Your Industry
Choose the industry that best describes your business from the dropdown menu. This helps growlio provide relevant features and suggestions tailored to your sector.
Step 4: Set Your Company Size
Indicate the number of team members in your organization. This helps growlio optimize features for your team size and recommend appropriate collaboration tools.
Step 5: Configure Timezone
Select your business's primary timezone from the comprehensive list. This ensures that all dates, times, and deadlines display correctly for your location and synchronize properly with clients.
Tip: Choose the timezone where most of your team operates. Individual users can set their own timezones in personal settings if needed.
Step 6: Choose Your Currency
Select the primary currency your business uses for invoicing and financial transactions. This affects how amounts display throughout growlio and on all generated documents.
Step 7: Add Business Address
Enter your company's physical address, including street, city, state, and country. This information appears on invoices, contracts, and other official documents.
Step 8: Provide Contact Information
Add your business phone number and website URL. These details help establish credibility and make it easy for clients to reach your organization.
Tip: Include your area code and country code for phone numbers to ensure international clients can reach you.
Step 9: Review Your Information
Before finalizing, review all the information you've entered. Check for accuracy in spelling, formatting, and completeness. You can edit any field by clicking back to previous steps.
Step 10: Complete Onboarding
Click the "Complete Setup" button to finish the onboarding process. You'll be redirected to your dashboard where you can start using growlio immediately.
Tips & Best Practices
- Complete onboarding in one session to avoid losing entered information
- Have your business documents handy to ensure accurate information entry
- Choose timezone carefully as it affects all scheduling and deadline features
- Use your legal business name to maintain consistency across all documents
- Update company information in settings if business details change later
- Consider how currency choice affects international client relationships
Troubleshooting
Issue: Can't find my timezone in the list
Solution: Start typing your city or region name to filter the timezone list. Select the option that matches your geographic location. If still not found, choose the nearest major city in your timezone.
Issue: Onboarding process times out
Solution: growlio saves your progress automatically. Simply refresh the page and continue where you left off. Ensure you have a stable internet connection before starting.
Issue: Wrong currency selected
Solution: You can change your currency later in Organization Settings. Navigate to Settings > Organization and update the currency field. Note this affects new transactions but not historical data.
Issue: Need to change company name after completion
Solution: Go to Settings > Organization > [Your Organization] to update company information. Only organization owners and administrators can modify these details.
Issue: Address format doesn't match my country
Solution: growlio supports international address formats. Enter your address as accurately as possible using the available fields. Additional address details can be added in the notes or secondary address field.