Complete business onboarding

Set up your company details and preferences during the initial setup process.

Overview

After email verification, you'll be guided through a quick onboarding process to configure your business settings. This only takes a few minutes and ensures the platform is tailored to your needs.

Step 1: Business type

Choose what best describes your business:

• Solo Freelancer – Working independently on client projects
• Small Agency – 2-10 people working together
• Growing Business – 10+ people and expanding operations

Step 2: Business information

Enter your company details:

• Business Name (Required)
• Business Address
• Country and City – affects currency defaults
• Currency – for invoicing and financial tracking • Business Focus – helps customize features

Required vs optional fields

Required fields: - Business Name - Business Type

Optional fields: - Address details - Business Focus

You can update these details later in Company Settings.

After onboarding

Once complete, you'll:

1. Access the main dashboard

2. See a tutorial walkthrough (optional)

3. Can start adding clients, projects, and team members

Tips

Choose your currency carefully – it affects all financial features

Business type influences which features are highlighted

You can modify most settings later except the business name slug