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Completing onboarding (3 steps)

Set up your account in just a few minutes with our guided onboarding.

3 min read4 views

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

    PreviousCreating your accountNextSetting up Stripe Connect

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