For owners

Setting up your shop

From an empty workspace to the first sale, in the order of the setup checklist: the company, regions and shops, payments, people and products.

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Step 1 of 19Set up a new shop: guided setup and the settings tourSix short steps take a new shop from nothing to a first sale; then an optional tour walks you past every area of Settings. Stop any time and pick up later.
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Step 2 of 19Company info: name, time zone and taxYour business's name and legal details, the time zone that sets the shop's day, and how you charge tax: VAT, or sales tax in the United States.
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Step 3 of 19How prices and tax work: VAT or sales taxYour shop charges no tax, adds it at the till, or has it inside its prices, as VAT or as sales tax in the United States. The choice sets what a Price means and locks at your first sale with tax.
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Step 4 of 19Regions and shops: who sees whatA region groups shops and keeps their customers, payment methods and gift cards apart. Every shop belongs to one region, and staff only see the regions ticked for them.
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Step 5 of 19Add a shop or storage locationA location is a shop or a store room that sales and stock belong to. Add one for each place you sell from or keep stock in.
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Step 6 of 19Add a payment methodCreate and order the payment methods the till offers, send each one to an account and record card fees. Each region keeps its own list.
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Step 7 of 19OptionalSimple or Expert accountingSimple gives you one profit and loss with nothing to set up. Expert adds cash and bank accounts, payment routing and transfers; switching never deletes anything.
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Step 8 of 19Sale options: customers, minimum prices and receiptsDecide whether a sale needs a customer and which details, what happens under the minimum price, and what the till shows.
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Step 9 of 19Add someone to the teamAdd each person who works in the shop, give them a role and choose where they work. They set their own password from an emailed link.
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Step 10 of 19OptionalWhat each role can doEach person has one role, and the role decides what they can do. Only the owner changes what a role can do, and nobody can widen their own access.
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Step 11 of 19Products and stockAdd a product with its prices and opening stock at each shop, then keep prices and quantities right from the Products list.
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Step 12 of 19OptionalImport your product listBring many products in at once from a spreadsheet. You read a row-by-row preview first, and nothing is written until you press Import.
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Step 13 of 19The customer fileEvery customer has one file: contact details, every invoice, points, store credit and whether they want offers. Add it here or let the till create it.
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Step 14 of 19OptionalTurn on treatmentsSwitch treatments on and build your treatment menu. Each treatment has its own price, length and calendar colour, and they sell at the till under their own tab.
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Step 15 of 19Connect your email and set up marketing emailsConnect your own email account so receipts and offers leave from your address, then fill in the sender details every offer must carry.
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Step 16 of 19OptionalDesign the receiptChoose what the printed and emailed receipt says: the header, a tagline, contact details, a thank-you line, your return policy, a footer and an optional QR code.
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Step 17 of 19OptionalReceipt printer setup: Epson, browser or cloudChoose how each shop prints: through the browser, straight to an Epson printer, through a cloud bridge, or not at all. Then send a test print.
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Step 18 of 19OptionalImport past salesBring past sales in from a spreadsheet (invoices, customers, products and sellers), with a preview first and an all-or-nothing import.
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Step 19 of 19Make a saleRing up products, credit the sellers and take payment on New Sale. The sale goes straight into Invoices, with its receipt ready to print or email.

Setting up your shop

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