Step 2. Missing Configurations

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Step 2.   Complete all configurations.  Some of these may already be finished from Step 1. You may not be using all modules and so you may not need to complete all the configurations.  Just go through it and complete the ones you are using.

All Configurations to Setup:

  • Enable app modules that you need 
  • Setup logo
  • Setup company address
  • Create a Leads Form
  • Setup company services
  • Setup schedules for recurring services
  • Create a lead form
  • Import clients
  • Register employees
  • Setup sales tax