Finish setting up your account

On the welcome screen, click Let's set it up right. To answer the same questions in a chat with SageAI, click Have SageAI do it with me. Seats that can't change settings see that button grayed out and use the form.

On the Foundations screen, say what you serve, where your business is and roughly how many events you run a year. Businesses that serve alcohol also answer a licensing question. Upload your price sheet (a typed PDF, an Excel file, a CSV or a photo, up to 25 MB) or click Start with the starter setup, then click Continue.

On "What do you need from us today?", click Do it properly to set up costs and pricing now, or Take me to quoting to send a quote first and add costs later.

Check what the app set up for you under "Here's what we found", then click the button at the bottom to move on.

On your dashboard, click Continue setup on the Finish setting up card. The first stage, Your business, has two rows. Business settings needs a state or province, and Business identity needs a logo or a primary brand color. Click Set up on each row. Fill in your business details covers both.

Open the other stages from the row of stage names at the top, if you want them now. What you sell, How you present it and How work reaches you never hold you in setup. Click Go to your dashboard when you're ready to leave.

Work the Ready to quote checklist on your dashboard. It covers installing a bundle, setting your service area, confirming staff pay, answering the sales tax questions and sending your first quote. Click Set up on a line, then Draft a quote for the first one. The first quote send waits for the sales tax answers, so start with Set your sales tax rate.

Work the Get booked checklist. It covers connecting Stripe so clients can pay by card, adding your logo and brand color, confirming your payment schedule and publishing a booking form. Connect Stripe to take card payments covers the first line.