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