Set up your first useful workflow
Start with one business, one branch and one complete customer journey. A small, checked setup is easier to maintain than a catalogue imported without review.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open your account dashboard and create or enter the intended business. Check its name, business type, region and currency.
- Set up the first branch, then add one representative product or service with its actual price and availability.
- Complete the corresponding sale or booking using your authorised testing process. Review the resulting record before adding the rest of the catalogue.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.