Getting Started
For those who wish to manually enter your clients and products, follow the tutorial videos below. We recommend starting with editing clients, which can be found under Clients > Accounts > New Account.
After entering clients, we recommend going to Settings > Products & Services and using the Product Wizard to enter your products. This tool allows you to select the category for each product or create new ones. Be sure to watch the tutorials to learn more. We also offer free online training.