Getting started & account

Set up your business, sign in securely and find your way around.

9 articles

• How Home Decides What Needs Attention →The Needs attention panel on Home gathers open items from several places into one list and puts the most pressing first. You do not configure it; the order follows fixed rules. This guide explains…
• Manage your ServiceVisit subscription billing →ServiceVisit lets you manage what you pay ServiceVisit. The Subscription Billing screens show your Current Plan, your Payment Method and your Billing History in one place.
• My Day, Quick Actions and Business Pulse on Home →Beside the Needs attention list, Home has three other areas: My day, Quick actions and Business pulse. My day is your own schedule for today. Quick actions are one-click shortcuts. Business pulse is a…
• Onboarding Wizard - Optional Steps, Skipping and Finishing Setup →Besides the three required steps, the onboarding wizard offers three optional ones: Branding, Team Members and Set Up Online Payments. None of them holds up finishing setup. This guide explains each…
• Onboarding Wizard - Service Areas, Business Hours and Sales Tax →Three steps in the onboarding wizard are required before you can finish setup: Service Areas, Business Hours and Sales Tax. Together they create your first business location, set when you operate, and…
• Provider Home Overview →Home is the first page a provider sees after signing in. It answers one question: what needs my attention today? It shows the work that is waiting on you, today's schedule for you personally…
• Signing In with Multi-Factor and Using Recovery Codes →Once multi-factor authentication is on, signing in takes two steps: your password, then a code. This guide explains the second step, what to do when you cannot use your authenticator app, how to…
• The Onboarding Wizard - Steps, Order and Progress →The onboarding wizard is the guided setup a new provider works through after registering. It is one checklist page that lists every setup step in order, marks what is finished, and sends you to a…
• Turning On Multi-Factor Sign-In for Your Account →Multi-factor authentication adds a second step to signing in. After your password, you also enter a six-digit code from an authenticator app on your phone, so a stolen password alone cannot open your…