Getting started

Set up your agency

Your first steps from registration to a ready-to-use workspace.

2 min read · 5 steps

Where to go

Registration

Step by step

1
Open the registration page from the portal. In Agency Info, enter your agency name and continue to Company Details.
2
In Company Details, enter your legal name, company email, phone, billing address, base currency, and timezone. Check the base currency carefully because it is used for reporting and default accounts.
3
In Admin Account, enter the details for your agency owner and choose a password of at least 8 characters.
4
Complete registration. You will be signed in to the new workspace. A Main Cash Box account is created automatically.
5
Add your customers and vendors, then open Finance → Create Order to start your first booking.

Good to know

Already part of an agency? Ask your company owner or admin to create your user instead of registering another agency.

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