Creating your account and setting up the company

Creating a new account

On the "Sign in" screen, press "Create an account". Type your company name and your email and press "Continue". We send a code to that email: enter it and press "Verify" (if it does not arrive, use "Resend code").

Then, under "Complete your account", type your first and last name and create a password of at least 8 characters, with one uppercase letter, one lowercase letter and one number. Press "Create account". If you see "This email is already registered", that email already has an account: sign in instead.

The steps of the guided setup

Once the account is created the guided setup starts, taking you through four steps before you reach the dashboard:

1. Business: your business name, as it will appear across your account.
2. Locations: search for the address of each place you operate and give it a short name.
3. Hours: mark your opening days and hours. They apply to all your locations; you can fine-tune them per location later.
4. Team: invite the people who will use Platomico by email, with first name, last name and role (Manager or Staff). You stay as the Owner.

When you are done, press "Finish setup" and we take you to your dashboard. Your progress is saved, so you can leave and pick it up later.

Skipping a step and finishing it later

The Locations, Hours and Team steps have "Skip for now". You do not need everything ready on day one; you finish it later in Settings:

• Missing locations: Settings › Locations.
• Opening hours: Settings › Workdays.
• Team members: Settings › Users.

It is best not to leave the hours for too long: the reports use them to work out figures per opening hour.