Set up the Business name your Customers recognise, then review the subscription and the details needed for your first Project.
1. Create the Business
Enter your Business name and Your name on the welcome screen, then choose Continue. Your personal account and the Business’s Customer-facing contact details remain separate.
2. Review the plan and card
Choose the plan, billing interval and number of logins. Read the displayed recurring total, first-charge date and trial terms before entering the card details and confirming.
The 14-day trial starts after card confirmation. Complete any card verification and wait for the result. If it is interrupted, return to the existing setup rather than starting a second subscription.
3. Prepare your paperwork
Dashboard setup asks for the Business name and address used on paperwork, contact details, VAT status and payment instructions. Enter the Business’s actual details; a UK address does not determine VAT treatment.
Review document settings before sending a Quote or Invoice.
4. Add people and first work
Use setup to add your team and record the first Lead or Project. Review login invitations and any charges before sending them. Add hourly or daily rates when you know them, or use the offered option to leave them for later.
Follow Team, Rates and getting started for the next tasks.
If setup cannot be confirmed
Keep the current screen and use its retry action. Check Plan & Billing before repeating a card or subscription operation. A saved Business does not need to be created again because a later step failed.