Sign up and choose your business type

Create your company's account in a few steps, choose the product and industry that fit your business, and start your free trial.

Signing up creates your company's own workspace, with its own web address, a head office branch and your owner login. The answers you give switch on the right modules and features for your business, so take a minute over them.

Before you begin

• Have your business name, your country and an email address you can sign in with. An email address can belong to one login only.
• Choose a password of at least 8 characters.
• Know roughly what you sell: goods from stock, services, both, or plans billed on a schedule.

Where to find it

Open the sign-up page, or click Create account under Don't have an account? on the sign-in page.

Choose your product

The first page, CHOOSE YOUR PRODUCT, shows one card per product, for example POS & Inventory ERP, HR & Payroll, Hotel Property Management, Hospital Information System and Laboratory Information System.

1. Click the card built for your business. Shops, wholesalers, restaurants, service firms and most other businesses choose POS & Inventory ERP.
2. Follow the steps shown in the bar at the top. They differ a little by product; the steps below are for POS & Inventory ERP.

To pick another product, click All products at the top of the form.

Step 1: Account

1. Type your Business name. Your Workspace URL appears under it, made from the name, with ✓ available or ✗ taken.
2. Choose What type of business are you?: Sole Trader, Partnership, Private Limited Company, Charity or Association, Company or Something else.
3. Choose your Country. Your currency, tax and time zone are set up from it.
4. Type Your name, your Email address and your Phone. A red ✗ next to the email means it is already registered.
5. Type a Password and type it again in Confirm password.
6. Click Next.

Step 2: Plan

If more than one plan is offered, the Package type step shows them as cards.

1. Click Package Detail on a card to see its Included Features.
2. Click the card you want. You can change plan later.
3. Click Next.

Step 3: Setup

1. Under Business kind, click the one that fits you:

Business kind	Choose it when
Inventory-based	You buy and sell goods from stock.
Service-based	You sell jobs, bookings or staff time.
Both	You sell products and services.
Subscription / recurring billing	You bill customers on a schedule, such as internet, gym or rent.

2. Choose your Industry. It is required. The features usually needed for that industry are ticked for you under Optional Features.
3. Tick or untick any Optional Features.
4. Choose How long have you been in business? if you like.
5. Click Next.

Some industries set up more for you. Jewellery adds weights, karats, gold rates and making charges. A restaurant industry switches the restaurant screens on. An industry that bills on a schedule, such as internet or gym, turns on recurring billing.

Step 4: Add-ons

If paid add-ons are offered, the Add-ons step lists them. Click each one you want, or none, and click Next. You can add or remove them later.

Step 5: Confirm and start

1. Check the summary on Almost there: product, business name, package and industry.
2. If the box Load sample data so I can explore is shown, tick it only for a test account. Sample data includes example invoices and payments.
3. Click Start free trial.

A progress screen sets up your workspace. It usually takes one to two minutes. When it is ready, your browser opens your workspace's sign-in page. Sign in with the email and password you just chose. See Sign in, change your password and language.

What is set up for you

• A head office branch with your business name, marked HQ, and a Main Warehouse in it.
• A chart of accounts, the current financial year, and your currency, time zone and date format.
• The roles Administrator, Manager and Cashier, among others. Your login is the Administrator.
• The payment methods Cash, Bank Transfer, Card and Cheque, and a Walk-in Customer for counter sales.

Next, fill in your company profile.

Common questions

The workspace URL says ✗ taken. Another company already uses that name. Change your business name slightly, for example add your city, and a new address is checked.

The form says my email is already registered. That email already has a login. Sign in with it, or use another email for the new company.

I asked for 3 branches but I only see one. Sign-up creates the head office only. Add your other branches under Settings → Configuration → Branches. See Add branches and warehouses.

I chose the wrong industry. Change it later under Settings → Configuration → Features & Add-ons. See Choose which features are switched on.

How long is the trial? The form shows the trial length, usually 14 days. When it ends, the sign-in page offers Extend my trial a limited number of times. To keep using the account, ask your service provider to activate it.

The progress screen stopped or the page closed. Your account is usually created anyway. Open your workspace URL and sign in; any setup left over finishes then.