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. 1

    Open the registration page from the portal. In Agency Info, enter your agency name and continue to Company Details.

  2. 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. 3

    In Admin Account, enter the details for your agency owner and choose a password of at least 8 characters.

  4. 4

    Complete registration. You will be signed in to the new workspace. A Main Cash Box account is created automatically.

  5. 5

    Add your customers and vendors, then open Finance → Create Order to start your first booking.

Set up your agency: agency workspace reference
Workspace reference. Open the image for a closer look.
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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