Onboarding & Setup
Account Setup
Before accessing the dashboard, you must complete the onboarding flow to customize the platform for your business.
Step 1: Business Profile
Confirm your Business Name and Owner Name. Enter your primary business phone number, complete with the appropriate country code.
Step 2: Regional Settings
Select your preferred Currency from the dropdown (e.g., US Dollar, Indian Rupee, Euro). All invoices, POS transactions, and reports will use this currency.
Step 3: Select a Plan
Choose a subscription plan that fits your needs: Free, Starter, or Pro. If your business needs exceed the preset plans, use the slider to select a Custom limit. If you choose a paid plan, you will be redirected to a secure Razorpay checkout to complete the payment.