Pierwsze kroki

Set Up Your Workspace

Work through the setup wizard, switch on the features you want and find where to change any of it later.

  • Działa we wszystkich planach
  • Około 5 minut

The first time you sign in, Wizard Application opens a short setup wizard. It asks for the basics once, so every invoice, booking page and email you send afterwards has the right name, address, currency and time. It takes about five minutes.

  1. Choose your language

    Pick the language your team works in. This becomes the default for your whole organisation, and each person can still choose their own later.

  2. Add your company details

    Enter your Company Name and your business address. The name, first address line, city, postal code and country are required; the phone number is optional. These details appear on invoices, quotes and anything else you send.

  3. Set your regional settings

    Choose your Timezone, Currency, Date Format and Time Format (12 or 24 hour).

    Choose the timezone carefully. It cannot be changed after setup, because bookings, timesheets and reminders are all worked out from it.

  4. Switch on the features you want

    The Features step lists the main areas of the app, such as sales, recruitment, help desk, projects, time tracking and the website builder, each with an on and off switch. Leave on what you will use now; you can switch more on at any time.

    On a paid plan, if you switch on time off, you can also set the Default Holiday Allowance (25 days to start with) and whether your holiday year starts in January or April.

  5. Add your branding

    On the Professional and Enterprise plans there is a Branding step. Upload your logo (PNG, JPG or SVG, under 2 MB) and pick your primary and secondary colours, and Wizard Application uses them across your workspace and the documents you send.

  6. Launch your dashboard

    Check the summary and select Launch Dashboard. Your workspace is ready.

Changing things later

Everything except the timezone can be changed afterwards. Open Settings from the gear icon in the top bar (on smaller screens it is in your account menu), then choose:

  • Company Settings for your name, address and regional settings.
  • Application Settings to switch features on or off.
  • Branding for your logo and colours, on Professional and Enterprise.

Next step

Bring your colleagues in: invite your team and set their roles.

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