Getting Started — Customer Onboarding Guide¶
Audience: New customers signing up for any product in the suite Purpose: A plain-language walkthrough of every screen a new customer sees, from the moment they land on the signup page to the moment they enter their new workspace.
Before You Begin¶
When you sign up for any product in the suite — whether it's the ERP, HRMS, POS, or any other — you go through the same onboarding experience. It looks the same, works the same way, and takes most customers under four minutes to complete.
The wizard has up to five steps. Not all steps are shown every time — the journey adapts based on your subscription choice and whether you are setting up a new company or joining an existing one.
What you will need before starting: - A working email address you can access right away (you will need to verify it) - Your company name (if setting up a new workspace) - A payment method, if you are subscribing to a paid plan
The Five Steps at a Glance¶
Step 1 Step 2 Step 3 Step 4 Step 5
Choose Your Company Payment All Done
a Plan → Details → Profile → Method → ✓
Steps 3 and 4 may not appear depending on your situation: - Step 3 (Company Profile) is skipped if you are joining a workspace that already exists - Step 4 (Payment) is skipped if you chose a free plan, or if the product you signed up for does not require payment
Step 1 — Choose Your Plan¶
The first screen shows you the available subscription plans for the product you are signing up for.
What you see¶
Each plan is shown as a card. The card tells you: - The plan name (Free, Professional, Premium) - The monthly price in your local currency - The headline features included - Whether a free trial is available (shown as a badge on the card)
The currency shown is automatically detected based on your location. You can change it using the currency selector at the top of the screen if you prefer to see prices in a different currency (for example, USD instead of AED).
Comparing plans¶
Below the plan cards, there is an expandable comparison table. Click or tap "Compare all features" to see a side-by-side view of what each plan includes — such as the number of users allowed, storage space, which modules are available, and whether features like WhatsApp messaging or AI tools are included.
Selecting a plan¶
Click the plan you want. A confirmation popup appears showing: - The plan name - The price you will pay, in the currency you selected - The length of the free trial (if applicable)
Click Confirm Selection to proceed to the next step. If you are not ready to sign up yet, click Back to Login to return to the login page. You may be shown a short optional survey asking why you are leaving.
Free plan: If you select the free plan, the payment step later in the wizard will not appear. Your workspace is activated immediately after you complete registration.
Trial plans: If your selected plan includes a free trial, your payment method is collected now but you will not be charged until the trial ends.
Step 2 — Your Details¶
This step collects your personal information and creates your account.
What you fill in¶
| Field | What to enter |
|---|---|
| Full Name | Your first and last name |
| Email Address | The email you will use to log in |
| Password | A password for your account |
| Confirm Password | Type your password again |
| Company Name | The name of your company or workspace |
| Country | The country your company is based in |
Smart checks as you type¶
The form checks several things automatically as you fill it in, so you know immediately if there is an issue — rather than finding out after you click Submit.
Email check: When you click out of the email field, the system checks if that email is already registered.
- If it is already registered with a company: The company name fills in automatically and a message says "Welcome back to [Company Name]." This means you are adding yourself as a new user to an existing workspace. The company name field locks — you do not need to change anything.
- If it is already registered without a company: You can still proceed and create a new workspace under that email.
- If it is new: Nothing changes and you continue filling in the form.
Company name check: When you click out of the company name field, the system checks if that name is already taken.
- If it is taken: An error appears along with a list of similar available names you could use instead. Click any suggestion to use it, or type a different name.
- If it is available: A green tick appears.
Password check: When you click out of the password field, your password is checked against security rules. The rules require a minimum of 8 characters, a mix of letters, numbers, and at least one special character. If your password does not meet the requirements, specific feedback appears telling you what to change.
Country check: Your country is checked against the regions the system supports. If your country is not yet supported for registration, a message will explain this and invite you to contact support.
Tip: Your country cannot be changed later. It determines your currency, tax settings, and available payment methods. Make sure you select the correct country for your business.
Joining an existing workspace¶
If the email you entered is already linked to a company, you are joining that company's existing workspace rather than creating a new one. The rest of the wizard adjusts accordingly — the Company Profile step is shortened to only ask for your job title.
Step 3 — Company Profile¶
This step helps personalise your workspace and set up your accounting defaults.
This step may be shorter or skipped entirely if you are joining a workspace that already exists. In that case, you will only be asked for your Job Title.
What you fill in¶
| Field | What to enter | Required |
|---|---|---|
| Company Logo | Upload an image file (JPG or PNG) | No |
| Company Size | Select the number of employees | No |
| Industry | What your business does | Yes (new companies) |
| Accounting Template | How you want your accounts set up | No |
| Your Job Title | Your role at the company | Yes |
Accounting Template¶
This is the most important choice on this screen. It determines how your Chart of Accounts is set up when your workspace is created. Choose the option that best describes how your business operates:
| Option | Best for |
|---|---|
| Not Required | You do not need accounting features |
| Trading with Inventory | You buy and sell physical goods (retail, wholesale, distribution) |
| Services without Inventory | You provide services rather than selling products (consulting, agencies, IT firms) |
| Manufacturing | You produce goods from raw materials |
This setting affects your accounting module from day one. It is not easy to change later, so take a moment to choose the right one.
Skipping this step¶
You can click Skip if you want to set up your company profile later. Your workspace will be created with default settings that you can update from within the product after logging in.
Step 4 — Payment Method¶
This step appears only if you selected a paid plan.
The payment options shown depend on your country. The system automatically shows the payment methods available in your region — you will not see payment options that do not work where you are.
Available payment methods (by region)¶
| Method | How it works |
|---|---|
| Card Payment | Pay by Visa, Mastercard, or AMEX. You are taken to a secure checkout page to enter your card details. |
| Network International | Available in the UAE and some GCC countries. Works like card payment through the Network/N-Genius gateway. |
| PayPal | Pay using your PayPal balance or a card linked to PayPal. |
| Razorpay | Available in India. Supports UPI, cards, and net banking. |
| Bank Transfer | Transfer the subscription amount directly to the company's bank account. Your subscription is activated after the transfer is manually verified by the team. |
If your plan has a free trial¶
For card and online payment methods, your card is saved but not charged until the trial period ends. A message on this screen confirms: "Your card will only be charged after the [X]-day trial period."
For bank transfer with a trial, you are asked to complete the transfer before the trial period ends to keep your access.
Choosing your payment method¶
Click the method you want to use. A tick appears on the selected option. Click Continue to proceed.
- For card payments and PayPal: you are redirected to the payment provider's secure checkout page to enter your payment details.
- For bank transfer: you see the bank account details and reference number on the confirmation screen.
Step 5 — All Done¶
What happens when you submit¶
After you click the final Complete Registration button (or after returning from the payment provider's checkout page), the system:
- Creates your account and your company workspace
- Sets up your accounting structure based on the template you chose
- Sends you a verification email
What the confirmation screen shows¶
The screen confirms your company name and the plan you are on.
For free plans and paid card plans:
"Registration completed successfully." A notice asks you to check your email and verify your address before logging in.
For bank transfer plans:
"Registration complete. Your subscription will be activated after payment verification." The bank's IBAN, account name, and a payment reference code are shown. Keep this reference — you must include it with your transfer so the team can match your payment.
The verification email¶
You will receive an email from the platform with a verification link. You must click this link before you can log in. This is a security measure to confirm your email address is valid.
If you do not receive the email within a few minutes: - Check your spam or junk folder - On the confirmation screen, click Resend Email to send it again
You can request a new verification email up to 3 times every 10 minutes.
Logging in¶
Once your email is verified (and your payment is confirmed if you chose bank transfer), click Get Started to go to the login page. Sign in with the email and password you registered with.
Common Questions¶
Can I change my plan after signing up? Yes. Once you are logged in, you can upgrade or change your plan from the subscription settings in your account.
Can I change my country after signing up? No. Your country is set during registration and cannot be changed afterwards. If you need to correct it, contact support.
I chose bank transfer. When will my account be activated? Your account is created immediately, but it will remain in "pending" status until the operations team verifies your transfer. This typically takes 1–2 business days. You will receive a notification email when your account is activated.
My company name is already taken. What do I do? The system will suggest similar available names. You can use one of those, or enter a different name. If you believe the name belongs to your company and you need to reclaim it, contact support.
I did not receive my verification email. Check your spam folder first. Then use the Resend Email button on the confirmation screen. If you still do not receive it, contact support with your registered email address.
Can I sign up on mobile? Yes. The onboarding wizard is fully responsive and works on phones, tablets, and desktop browsers.
What happens if I close the browser during signup? If you close before completing registration, nothing is saved — you will need to start again. If you closed after being redirected to the payment provider's checkout and then returned, the system will detect this and show your confirmation screen.
What Comes Next¶
After logging in for the first time, you will see a self-guided setup checklist inside the product. This guide walks you through configuring the specific features of your workspace — adding your first products, setting up your team, and so on. That guide is separate from this onboarding wizard.