Help › Account, privacy and the pilot
Setting up vs live: what's included
Everything you can do while you set up for free, and what turns on when your company goes live.
Every company starts in Setup. You can build everything and bring your team in to try it, for free, while nothing reaches your customers. When you're ready, your company goes live and everything that reaches outside your team switches on. During the pilot, going live is free too; we'll give plenty of notice before paid plans start (see The pilot and pricing).
The chart
| Setting up (free) | Live | |
|---|---|---|
| Build your work | ||
| Stacks with your own fields, steps and rules | ✓ | ✓ |
| The template library | ✓ | ✓ |
| Make tickets yourself; List, Kanban, My Tickets and Today's stack | ✓ | ✓ |
| Reports and the wall display | ✓ | ✓ |
| Scheduled tickets | Up to 3 | No limit |
| Your team | ||
| Invite your team | As many as you like; the first 5 invite emails go out, the rest wait until you're live | As many as you like |
| Join codes, stores, teams and the org chart | ✓ | ✓ |
| Assign tickets to people (by hand or automatically) | ✓ | |
| Your customers | ||
| Web form and QR code | Preview only | Takes requests |
| The stack's email address | Takes requests | |
| Emails to customers and the team (confirmations, replies, notices, reminders) | Held, never sent | ✓ |
| Your logo, colors and email wording | ✓ | ✓ |
| Your other tools | ||
| API tokens | Make one and check it | ✓ |
| The API, webhooks and Zapier | ✓ |
Why Setup holds some things back
So nothing goes out before you mean it to, and so nobody can use a brand-new, unchecked account to send spam. Team invites are the exception: your coworkers and the other decision makers can come in and try it with you. The first 5 invite emails go out right away; any more wait and go out the moment you're live. You can also copy any invite link and send it yourself.
Emails held in Setup (like a customer confirmation) stay held; going live doesn't send old ones in a rush.
How to go live
Finish the setup jobs on the Onboarding card on your Home screen, then click I'm ready to go live. During the pilot we switch each company on ourselves, and we'll email you when you're live.
Related
- The pilot and pricingWhat being a pilot company means, what switches on when we activate you, and what happens when paid plans start.
- Set up your companySign up, add your logo and colors, and set your time zone, so everything your team and customers see looks like you.
- Your Home screenWhat's due, what you're doing today, what changed, and who mentioned you, all in one place.
Still stuck? Email hello@ticketstacker.com. A real person reads every message.