Thank you for trusting us to help grow your direct sales business! Now that you’ve signed up what next?

Please take the next 5 minutes to setup you account settings. These settings will only need to be setup once but will be used to tailor the application to your preferences.

  1. Set your company settings. These settings will show up in invoices that are sent to your customers.
    • Simply complete the form and click submit.
    • Choose your timezone as your drip messages (email and SMS) are based on your timezone and will begin to be sent at 9 am in the timezone you select here.
    • If your currency is not shown in the dropdown you can add it here.
  2. Add your company specific product categories.
    • To import products later you must have at least one product category entered here. Of course, you can enter your products individually without categories added.
    • To add categories click the “Add New Category” button in the upper right corner.
    • Type the category name and click submit.
  3. Connect Your Email and SMS Accounts
  4. Verify the finance settings are correct for your business. Some things there are commonly updated are the tax you charge and the payment methods.
  5. If you would like to offer your customers the ability to pay your invoices via PayPal, connect your PayPal account.
  6. You can edit your email templates if you would like to make changes.
  7. Lastly, you can set your preferences on how things look in your application.
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