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Let's Set Up
- Step 1: Let’s Set Up - Personal Settings
- Step 2: Let’s Set Up - Organization Settings & Team Members - Admins Only
- Step 3: Let’s Set Up - Payments & Receipts - Admins Only
- Step 4: Let’s Set Up - Customize your Account
- Step 5: Let’s Set Up - Forms (The Most Important Part!)
- Step 6: Let’s Set Up: Import Your Historical Data