Getting Started with SimpleBusiness365

This guide will walk you through setting up your SimpleBusiness365 account and getting started with the platform.

Prerequisites

Before you begin, make sure you have:

• A valid email address
• Basic computer skills
• Your business information ready

Step 1: Create Your Account

1. Visit simplebusiness365.com
2. Click “Sign Up” or “Get Started”
3. Enter your email address and create a password
4. Verify your email address

Step 2: Complete Your Profile

After creating your account, you’ll need to:

1. Business Information: Add your company name, address, and contact details
2. Industry: Select your business industry for relevant features
3. Team Size: Specify how many team members you have
4. Goals: Tell us about your business goals

Step 3: Invite Your Team

Once your profile is complete:

1. Go to the “Team” section
2. Click “Invite Team Member”
3. Enter their email address and role
4. They’ll receive an invitation email

Step 4: Set Up Your Workspace

Configure your workspace:

1. Dashboard: Customize your main dashboard
2. Projects: Create your first project
3. Customers: Add your customer database
4. Settings: Configure notifications and preferences

Next Steps

Now that you’re set up, explore these features:

• Customer Management
• Project Management
• Financial Tracking
• Team Collaboration

Need Help?

If you encounter any issues during setup:

• Check our FAQ for common questions
• Contact support through the help menu
• Join our community forum