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Full Onboarding Tour

🕓 3:26

From signup to a fully configured workspace — legal identifiers, contact details and document settings included.

  1. Start Your Account — No credit card, no setup call — just your email
  2. Your Credentials — You'll use these every time you come back to your workspace
  3. Create the Account — You're in. Next, let's set up your business
  4. Your Business, in Five Fields — Just enough to make your invoices legally compliant in Morocco
  5. Save and Go Live — Your workspace is created — everything is tied to this profile
  6. Your Workspace Is Live — Everything you need to run your business is one click away
  7. Check Your Inbox — Click the link in the email to activate your account and unlock all features.
  8. Activate Your Account — One click on the link permanently activates your account.
  9. Start the Setup — The assistant guides you step by step to configure your workspace in under five minutes.
  10. Your Official Numbers — I.F., R.C., CNSS and Patente print on every invoice — required under Moroccan law.
  11. How to Reach You — These details appear on your invoices and reassure clients of your professional presence.
  12. Numbering and Layout — Numbering format, language, header and footer — everything that shapes the formal appearance of your documents.
  13. Your Quotations — Document label, default validity period and the email template used when sending.
  14. Your Invoices — Document type and default payment deadline — tailor these to your industry.
  15. Emails to Your Clients — Customise the subject and body of emails sent with quotations and invoices. A professional touch on every send.
  16. Logo and Signature — Upload your logo for the header and add your stamp or signature to the document footer.
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