Help centre
Getting started
Create your account, set up your organization and bring in your team and records.
4 guides
- Getting started4 min
Create your account and start the free trial
Sign up, verify your email and create your organization. The 14-day trial of Business Pro starts the moment the organization exists.
Read the guide - Getting started5 min
Set up your organization
Complete your company details and regional settings, choose which modules are switched on, and add your branches and departments.
Read the guide - Getting started6 min
Invite your team and choose roles
Send invitations, pick the right built-in role for each person, create custom roles, and limit people to the branches they work in.
Read the guide - Getting started8 min
Add and import your records
Customers, suppliers, employees and products live in one shared Directory that every module uses. Add them one by one, or import them from Excel, CSV or Google Sheets.
Read the guide
Still stuck?
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