On first login, the Set Up Your Business wizard runs in three phases.
2a · Enter your business details
Add your Business Logo (optional), Business Name, Phone, Email, Address, and Currency. You'll also set your Business Size, Estimated Monthly Revenue, and Deliveries Completed Monthly — these tailor your plan recommendation.
2b · Choose your plan
Next, the Choose Your Plan screen appears with a recommendation based on your business size. Pick a billing cycle — Quarterly (3 mo), Bi-Annual (6 mo), or Annual (12 mo) — then select your subscription plan to continue.
2c · Complete the 4 quick-start steps
A short wizard helps you add your first essentials. Every step is optional — tap "Skip for now" and do it later.
Step 1 of 4Invite a team member
Step 2 of 4Add a delivery route
Step 3 of 4Add your first driver
Step 4 of 4Pick a website template & Publish & Finish
Then select Continue to Dashboard. You can revisit and change everything later from the sidebar.