Getting started

This is the first-time setup for a business's administrator, in the order that works best. Each step is a page under the Admin part of the menu, which only an administrator sees.

1. Your business. On Business, check the business name, contact details and reply-to email, and upload your logo. Your logo goes on emails and printed sheets. See Business settings.
2. Your sites. On Sites, open each site and check its address, time zone, tax rate, card fee, suggested deposit and label sizes. See Sites.
3. Your catalog. On Catalog, set up the species you take in, and the services and products you sell with their prices. See Catalog.
4. Your staff. On Users, invite everyone who signs in, and choose the sites each one works at. See Users and roles.
5. Your printers. Set up the label printer on each computer that prints labels. See Package and box labels.

Then take your first order: see Taking an order.

Getting help

The ? button at the top right of every page opens this Help in a new tab, so you don't lose what you're working on. For anything Help doesn't answer, email Obsidian Stag at the address on the Subscription topic.