Start Here | Workspace
Complete Company Setup
Add your company identity, service area, business hours, payments, team, and launch preferences at your own pace.
Sign in to your company workspace to use the related controls.
What this section includes
- Open Company Setup
- Complete the company profile
- Set operating preferences
- Connect the essentials
- Invite the team and review
Start-to-finish instructions
Open Company Setup
Use the account menu or Settings to reopen onboarding at any time.
Complete the company profile
Add the legal and public business names, contact information, address, industry, and service area.
Set operating preferences
Confirm language, currency, time zone, business hours, taxes, and notification choices.
Connect the essentials
Add payment processing, calendar, communications, and AI providers only when you are ready.
Invite the team and review
Assign each person the smallest role they need, then use the setup checklist to confirm launch readiness.
Helpful tip: Saved progress lets you stop after any section and continue later.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.