Setup guides
Step by step help for each app
Each guide takes ten minutes or less. Prefer to do it together? Book a demo and we set it up with you on the call.
Set up email on your own domain
Connect your domain and create the first mailboxes.
In the admin console, choose Domains and add your domain.
Copy the MX, SPF and DKIM records shown to your registrar's DNS settings.
Wait for the checks to turn green, usually a few minutes.
Choose People and create a mailbox for each person, plus hello@ and orders@.
Set up the admin console
Add people, pick their apps and secure the account.
Choose People and invite your team by email.
For each person, pick the apps they can use and their role.
Under Security, require two-step sign-in for everyone.
Under Billing, check your plan, seats and invoice address.
Set up team chat
Create channels and invite guests.
Open Chat. Everyone with an account is already in #general.
Create a channel for each team, plus #orders if you run a store.
Invite guests to single channels from the channel settings.
Set up Tracker
Make a board and your first rule.
Open Tracker and create a board from the Launch template.
Give each task an owner and a due date.
Choose Rules and add: when an order is paid, create a packing task.
Open your store
Products, payments and your first order.
Open Store and add your products with photos, prices and stock.
Under Payments, connect Stripe, PayPal, Razorpay or UPI.
Under Domain, turn on shop.yourcompany.com.
Place a test order and check it arrives in #orders.
Ready to put your company online?
Book a 20 minute demo. If you like, we set up your domain on the same call.
- No card needed for the demo
- Setup done with you
- A real person, not a bot