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The setup wizard
A brand-new workspace opens on a four-step wizard at Getting started (/app/onboarding). It does the four things that are painful to do later and easy to do now.
The wizard drops out of the navigation as soon as your brand name is saved. You can always return to it by visiting /app/onboarding directly, and nothing it does is one-time-only: every step has a proper home in the workspace as well.
Step 1: Brand details
| Field | What it does |
|---|---|
| Shop name | Appears on invoices, portal, storefronts and emails |
| Contact email | The reply-to on customer email, and the address shown on invoices |
| Contact phone | Shown on invoices and the portal |
| Accent colour | Drives the portal and storefront accent. Defaults to the Printer's Friend coral, #FF5A3C |
Use your trading name exactly as customers know it. It goes on documents that leave the building. Everything here can be changed later in brand and portal settings, along with a lot more that the wizard does not ask about.
Step 2: Sync a supplier catalogue
Pick the blanks supplier you buy most from and the workspace pulls their catalogue in the background: brands, styles, colourways, sizes and SKUs, so you are not typing garments in by hand.
| Supplier | Region |
|---|---|
| AS Colour | AU and NZ, seeded as the default |
| SanMar | US and Canada, requires a PromoStandards account |
| Ralawise | UK and EU |
Two things to know:
- A live sync needs that supplier's credentials in Integrations and a plan where
suppliers_liveis on. On the Free tier the sync runs in stub mode, which creates a small sample catalogue so the rest of the product is usable but is not your supplier's real range. - The sync is safe to repeat. Running it again updates rather than duplicates.
Skip is a perfectly good answer here. You can import a CSV or add garments by hand later: see catalogue and SKUs.
Step 3: Import your customer list
Upload a CSV of existing customers. Each row becomes an organisation plus its primary contact, and the wizard reports how many were imported.
Keep it simple for the first pass: name, contact name, email, phone. You can enrich addresses, payment terms and price lists afterwards in customers, and re-importing is not a way to update existing rows.
User and order limits are enforced at import time
If the import would take you past your plan's limits, it stops and tells you rather than partially importing. See plans and limits.
Step 4: Finish
The last step drops you on the dashboard. At this point you have a workspace with your brand on it, some garments and some customers, and you can produce a job end to end.
You do not yet have your own prices, your decoration methods, your workflow, your team, or payment collection. That is what the installation guide is for, and it is the part that decides whether the software fits how your shop actually works.
Next
- Installation guide - the fifteen steps, in order.
- Your first job, end to end - if you would rather see the whole flow before configuring it.