Help › Getting started

First-time setup checklist

For admins

The settings to fill in once, in a sensible order, so everything works from day one.

Everything is under ⚙️ Settings in the top menu. Settings has a list of tabs on the left (on a phone: across the top): General, Plan, Usage, Billing, Users and permissions, Couriers, Sales channels, Order rules, Notifications and Data. You only see the tabs you are allowed to use.

Settings, with its tab list on the left.
  1. General - your store name, contact details and the address printed as sender on labels.
  2. Couriers - press + Add courier and add every courier you ship with: PostEx, TCS, Leopards, or any other courier as a custom courier. Fill in each courier's setup and run its test page. See Couriers: adding and setting up.
  3. Sales channels - add your shop: Shopify, WooCommerce, your own website through our API, or a CSV file. See Sales channels.
  4. Couriers by city (Couriers tab) - which courier is chosen for which city on the Book page. See Couriers & cities.
  5. Order rules - what your order numbers look like and when a parcel counts as late. See Order rules.
  6. Users and permissions - invite your team and give each person a role. See Users and permissions.
  7. Notifications - email, so claims go out from your address and you get a daily summary. See Email & daily summary.
TipYou can come back to any of these later. Nothing breaks if something is missing; the pages tell you what still needs setting up.