Upbooks Onboarding Documentation #
Step 1: User Registration #
To get started with Upbooks, you need to register as a user. You can do this by providing your email and password, or by using one of the social sign-in options such as Google, Microsoft, Apple, or LinkedIn.
Step 2: Organization Details #
After successfully registering as a user, the next step is to provide your organization details. This includes your organization name, country, and state. Fill in the required information to proceed.
Step 3: Additional Settings #
Once your organization details are entered, you’ll be prompted to set additional settings such as the default language, currency, and industry for your Upbooks account.
Complete Onboarding #
Congratulations! You have successfully completed the Upbooks onboarding process. You can now start exploring the features and functionalities of Upbooks to manage your orders, invoices, payments, employees, and more.
