Completing onboarding (3 steps)
Set up your account in just a few minutes with our guided onboarding.
3 min read
Your 3-Step Setup
After creating your account, we'll guide you through three simple steps to get everything ready.
Step 1: Tell us about your business
- Your business name (this appears on invoices and reminders)
- What type of service you provide (tutor, personal trainer, music teacher, etc.)
- Your business phone number (optional)
Step 2: Connect your payment account
This is how you'll receive payments from clients. We use Stripe, a secure payment platform trusted by millions of businesses.
- Click "Connect with Stripe"
- Create or sign into your Stripe account
- Provide your bank details for payouts
Don't worry - this only takes a few minutes and you only need to do it once.
Step 3: Add your first client
Enter your first client's details:
- Their name
- Their email address
- How much they owe you
That's it! You're ready to send your first reminder.
Can I skip steps?
You can skip Step 2 (Stripe connection) if you only want to track payments and not accept card payments. You can always connect later.
Related: Setting up Stripe Connect
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