Getting started · 4 min read · updated 2026-10-18

Getting started: your first hour

This is the order we recommend for your first hour. You can stop after any step; everything is saved as you go.

Steps

  1. 1

    Create your account

    Open the signup page, enter your business name, email and a password. Confirm your email if asked.

  2. 2

    Business settings

    Settings → Business: currency, time zone, financial year start, date format, and your logo for receipts.

  3. 3

    Tax rates

    Settings → Tax rates: add each rate (for example a state + city rate, or VAT 5%) and combine them into tax groups.

  4. 4

    Your first location

    Settings → Business locations: name it the way staff say it (“Main St”). Add the address and receipt layout.

  5. 5

    A few products

    Products → Add: add five of your best sellers with prices so you can test.

  6. 6

    A test sale

    Open the register, ring one item, take cash, print the receipt, then close the register.

Not a customer yet? Try these steps in a 30-day free trial.

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Related guides

FAQ

Quick answers

Do I need to finish everything in one go?

No. Settings save immediately; come back any time.

Can someone help me?

Yes — book a demo or contact support, and we can do it with you on a call.