Onboarding

< 1 min read

Table of Contents

• Upbooks™ Onboarding Documentation
• Step 1: User Registration
• Step 2: Organization Details
• Step 3: Additional Settings
• Complete Onboarding

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.