Congratulations on joining the Qebot family! Now that you've registered as a user on the Qebot platform, it's time to start getting the most out of the best-in-class tools, automation, and business management on the market.
To get started, you're going to need to create a business account. Business accounts are where you'll purchase, access, and manage your business tools like website builder, social dashboard, email marketing, etc.
First, click on the settings gear in the upper right-hand corner of your platform, then click Users/Business Management:
Next, Click the "Add Business" button. Enter the information requested in the webform. Here, you can also choose what tools you'd like that business unit to go live with from the beginning. Simply check the boxes of the tools you want to be enabled, enter your credit card information, and click "Add Business".
At the bottom of the form you can associate this business with a brand if you've created one. This is helpful for multi-location or franchise businesses. If you are not associating your new business with an already established brand inside the platform, simply leave the choice on "No Brand Affiliation."
If you are building up a multi-location business in the platform, it's best to start by creating a brand in the system. From the "Create Brand" system you can add multiple locations at once.
Once you have a business or businesses set up in your account, you can switch between business units using the search bar at the top of the page:
You can also view your business units, and edit them by toggling the user/business table as shown below:
Now you are ready to start managing your business(es)!
Need to add users to your business units? See "Step 2: Adding Users"