Getting started~7 min · 6 steps

Finish the setup guide

The guided checklist that takes a brand-new organization to its first registration.

1
Open the checklist
In Registrations, open Settings → Setup guide. Review the seven cards. Each card links to the page where you complete that part of setup.
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2
Set your region first
Open General settings. Choose your country, province/state, timezone and currency before entering prices. Review the displayed tax rates. Wait for the save indicator after changing a setting.
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3
Add your branding
Open Public portal. Under Branding images, choose your logo and banner files, then click Save. Use the separate Identity section for your organization name and colors.
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4
Create your first activity and form
Return to the checklist. Complete First program using Create a program, and First form using Build a registration form. Keep your program as a draft while preparing it.
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5
Complete the remaining cards
Follow Take payments, Invite your staff, and Email domain. Use the linked tutorials for payments and invitations. Review the email-domain instructions in Marketing settings before sending campaigns.
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6
Review the checklist
Return to the setup guide and check each card. Some steps are detected automatically; use Mark as done where offered only after completing that task. You can revisit the guide from Settings at any time. Before issuing your first invoice or taking a payment, check your accounting basis and accounts. The first journal entry locks the basis.
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