Before you start
You need:
- Your business name.
- Your full name.
- An email address you can open right now (a code is sent to it).
- A password with at least 8 characters and an uppercase letter.
Registration needs a connection, because the account is created on the server. Everything after that works offline.
Register
- Open the app and choose Create Account.
- Fill in Business name, Your full name, and Email.
- Enter a password and confirm it. The bar under the fields shows how strong it is.
- Tick the box to agree to the terms.
- Tap Create Account.
The app works out a short address for your business from the business name, so you do not have to invent one.
Already have an account? Go straight to Sign in instead.
Confirm your email address
The account is created but not open yet: a code is emailed to you to prove the address is yours.
- Open the email and copy the code.
- Enter it in the app.
- You are signed in.
| Problem | What to do |
|---|---|
| No email arrived | Check spam, then request a new code from the app. |
| The code expired | Request a new one; codes are short lived. |
| Wrong code | Type it again carefully, or request a fresh one. |
The same code step protects a password reset, so it is worth using an address you check often.
Signing in next time
Open the app, enter your email and password, then tap Sign in.
- Five failed attempts lock the sign in for five minutes. The countdown is shown on screen; you do not need to do anything.
- Forgotten your password? Choose the forgot password link. A code is emailed to you, and you set a new password with it.
- Google sign in appears on the sign in screen when the business has turned it on. Otherwise it stays hidden.
Two factor login adds a second check at sign in. It is managed under Settings, then Two Factor Authentication, and depends on your plan.