SpotbookrBusiness

Spotbookr Business

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Help Center / Getting started / Your first steps in a new account

Your first steps in a new account

A new account starts empty. The Get started list on your dashboard walks you through the first few things to set up.

A new account has no example data in it. Your dashboard shows a Get started list with the first steps for the products you have. Each step ticks itself off when you do it.

A good order:

  1. Company details: open Account, Company and team, and check your company name, time zone, currency and how you write numbers.
  2. Invite your team: on the same page, invite people and choose a role for each product.
  3. Protect your sign-in: under Account, Security, set up an authenticator app.
  4. Set up the product you came for: add a contact in the CRM, a service in Scheduling, a project in Project Management, or a customer in Invoicing.

Each product also has a short walkthrough the first time you open it.

Did this not answer it? Write to support@spotbookr.com.