Checklist
Everything an owner or admin sets up in a new organization, in order, on one page. Each line links to how.
On day one
- Type your main location and its address.
- Upload your logo and choose your brand color.
- Connect Stripe. Finish every step in Stripe.
Before your first event
- Add the other places where you hold events.
- Invite your admins.
- Invite your accountant as an Accountant.
If you use Salesforce
- Connect Salesforce.
- Check Integrations each week for records that did not sync.
When people change
- Change a role.
- Send a password reset.
- Deactivate someone who leaves.
Owner only
- Check your plan and contacts before you add many people.
Updated
Was this page helpful?
Thank you. Your answer helps us make these pages better.