Quick start

Create your account

1. 1Open the sign-up page and enter your name, email and a password, or continue with Google.
2. 2Confirm you are 16 or older, then create your account.
3. 3Open the link in the email we send you: it proves your address, which answering invitations needs.

Your free trial starts with your workspace: every app, in up to 3 bases, for 15 days.

Start your first base

A base is one business, with the apps it needs. Start it the way that suits you:

• From a template: pick one made for your kind of work (a restaurant, a clinic, a school, a shop…) and its tables, forms, documents and apps are set up for you. Add its sample records if you want to try it first.
• From scratch: name the base, then add the apps you need, one at a time.

Add the apps you need

1. 1Open the base and choose Add apps.
2. 2Pick the apps you want: Collections, CRM, Point of Sale, Accounting and the others.
3. 3Drag them into the order you like in the sidebar.

Fill in your business details

In the base’s Settings › General, add your business’s name, logo, address, phone, email and tax number. They head your invoices, quotes, payslips and receipts, and the app installed on phones takes your logo.

Invite your team

1. 1Open the workspace’s Settings › Members.
2. 2Enter each person’s email and choose their role.
3. 3They accept the invitation from their bell or home page, signed in with that email.

Not sure which role to give? Start with Editor: they work with records without changing how the base is built.