Setup and Settings

Guided setup gets your firm ready to take its first booking. It sits on Today until it’s done, and always lives in Settings › Setup. Setup never walls you off: you can use the whole console while steps are open.

The ten steps

1. Firm details and brand: logo, colour, display name, how clients pay you by check or wire, your invoice prefix, and your time zone and how times are written.
2. How you get paid (owner): connect Stripe to take card, wallet and bank payments, or keep records only for now. Stripe usually checks your details in 1 to 3 business days.
3. How you pay agents (owner): link your business bank so each agent’s invoice is paid into their own Stripe account, or say you pay them yourself, as contractors or employees. Your firm pays its agents; Stripe processes the payment.
4. Plan and billing (owner): Essentials is selected and can be changed.
5. Legal pages: open and accept your client terms, privacy, refund and cancellation policy, and the agent agreement, written from templates.
6. Services: review the starter service types, price list and report templates.
7. Safety: who is on call for alerts, your duty phone, and the On call tab of the agent app on their phones. It ticks once everyone on call has confirmed a test alert.
8. Team and agents: invite your staff and agents, or choose “It’s just me for now”.
9. First client and quote: add a client and send a first quote.
10. Website: publish a website with a request form that lands in your console.

Working through a step

1. Select a step in the checklist, or its button (for example Set up your brand). It opens beside the list.
2. Fill it in and save. Steps tick themselves from what you’ve actually done, wherever you did it: inviting someone from Team and roles ticks step 8 just the same.
3. To leave a step for later, select Skip for now. Every step after the first can be skipped, except How you get paid while Stripe is checking.

Open steps are listed in order. Finished steps fold into Done and skipped ones into Skipped; select Do it now on a skipped step to come back to it.

Unsaved edits in a step are kept in your browser if your session ends, and offered back next time with Discard them if you don’t want them.

Steps that aren’t yours

The checklist suggests the next step your role can do. A step you can’t do opens read-only and says who does it, for example “Waiting on” the owner for the three owner steps. While your account is on hold every step is read-only.

What setup unlocks

Nothing but the platform’s terms stands between you and the console. Each other requirement is checked at the action it gates, which names the missing step and links to it:

You want to	It needs
Send quotes	Your client legal pages accepted, and approval
Take payments online	Stripe connected and verified, and your client legal pages accepted
Publish your portal and website	Your client legal pages accepted, and approval
Send agents their invites	Your agent agreement accepted, and approval
Pay agents by bank through Stripe	Stripe ready, and your bank linked and authorised

Today’s Waiting on setup card lists whatever is still blocked, each need linking to its step.

Hide or show setup

On Today, Hide setup tucks the checklist into one line (“Setup 6 of 10 · Resume”), just for you, on every device. In Settings › Setup, select Show on Today to bring it back. Once every step is done, Settings › Setup says Setup is finished, and you can still open any step to change what’s set.

The Settings page

Settings gathers what you set up once and change now and then:

• Setup: every guided step, including any you skipped or hid.
• What you sell: Service types and Price list.
• The work: Report templates, Shift log categories, Credential types, Expense categories and Location tracks.
• Your firm: Brand and site, Team and roles, Shyld support access and Legal documents (owners and admins).
• Money: How you get paid and Paying agents (owners and admins).
• You: Your authenticator.

Items marked Coming soon aren’t available yet.

Who can do what

The owner does steps 2, 3 and 4. An admin or the owner does the brand, legal pages, services and website; a dispatcher can also do safety, the team step and the first quote.

What each role may do

Area	Owner	Admin	Dispatcher	Viewer
Firm settings and team	Changes	Changes	No	No
Ownership, the plan and support access	Changes	No	No	No
Money settings	Changes	Changes	No	No
Service types and settings lists	Changes	Changes	Without agent pay	Without agent pay
On call	Changes	Changes	Changes	Reads