Set up your company

Setting up takes about five minutes, and you can change everything later.

1. Sign up

Sign up with Google, Microsoft or an email address and password. With an email address, we'll send you a link to confirm it first. Then you'll accept our Terms of Service, and you're in. More on that in Signing in.

2. Create your company

The first screen asks what brings you here. Choose I'm setting up my business and click Set up my company →. (Joining someone else's company? Choose I'm joining my team and enter the code from your manager instead.)

Setup has three short steps:

1. Your business: your company's name, website, email, phone and address. Type your website and click out of the box: we take a look at it and fill in what we find, like your phone, email and address, your opening hours, and your stores, even if you have just one (tick the ones to add as locations; each comes with the hours the site lists for it, so you don't have to type them). Anything you've already typed stays as you typed it. As you type an address, pick the right one from the suggestions and a small map shows where it is.
2. What does your business handle? Pick as many kinds of work as fit, like Facility requests, IT help or Time off requests. Each one becomes a stack, ready to use, built from our templates. Not sure? Skip it; you can add stacks any time.
3. Make it yours: your logo and brand colors. When we found colors on your website, Use my brand colors starts ticked with them filled in; change them or untick it to keep ours. Why bother? Your logo and colors show up on your web forms and in every email TicketStacker sends for you, so customers know it's you. If you skip it now, you can add them anytime in Settings → Company.

You're the company's first Admin, which means you can set up stacks, invite people and change company settings. See Company roles.

3. Check your time zone

Open Settings → Company and pick your Company time zone. It's the company's clock: it decides when connected apps sync each night, when scheduled tickets are created, when reminders go out and what counts as "due today." Times on screen follow each person's own Time zone in Settings → My profile, so check yours there too.

4. Work through your Onboarding stack

When you click Finish setup, you land on the Stacks page. Your new stacks are there, and on the top row is one called Onboarding, glowing so you know where to start. Click it. It opens as a board with a card for each setup job:

• Drag this card to Done: try it. That's how work moves along.
• Look over your new stacks: make the fields and steps fit how you work, and publish.
• Add your staff: invite your people, paste a list, or print a join code.
• Put in your locations: add each store or site with its address.
• Make it yours: add your logo and colors, then check the emails your customers will get.
• Open the front door: turn on a web form, QR code or email address.

Click a card to open it: its button takes you to the page where the job gets done. When you've done it, the card moves to Done by itself. You can also drag cards yourself. The same jobs show on the Onboarding card at the top of your Home screen; when they're all done, it offers I'm ready to go live, and we switch you on.

Only Admins see the Onboarding stack. When you're finished with it, archive it like any other stack.

Pilot note: while we're in our pilot, a few things (like public web forms and emails to customers) switch on once we activate your company. We'll let you know when you're live.

Next: Create your first stack.