Setup Checklist Before Your First Sale

A quick list of things to do before you open for business.

Written By Lee White

Last updated 3 months ago

Run through this list to be ready.

  1. Create Business Profile.
  2. Configure Privacy Preset.
  3. Add a Unit.
  4. Create Staff Accounts.
  5. Add Products.

Common Mistakes

  • Using Owner account for sales.

Related Articles

  • Owner Setup: Business Info, Units, Privacy Preset
  • Staff Roles Overview (Owner, Manager, Staff)