Setting up your business
Setup guides you through everything that needs to be in place before the first order: fetching data, setting order rules, inviting customers. As long as something is missing, it appears at the top of Today.
How it works
Open Today. The next open step is shown at the top; “View setup” shows the full list with ticks.
Connect weclapp: enter the credentials and click “Connect & check”. After that, “Import data now” fetches items, customers and prices.
Enter your company name, the legal texts and the order recipients — the email addresses every new order is sent to.
Set the order cut-off, minimum order value and delivery days (see Order cut-off and delivery days).
Finally, you generate the access codes and invite your customers. Only then does anyone hear from you.
Good to know
- Without order recipients, no order email reaches you. Setup reports this as an open step.
- After syncing individual areas, the rest is still missing: setup only counts once the range and customers have been fully imported.
- Importing does not send any invitation. You choose later who gets access.
- In the admin panel
- Go to setup
- Who can do it
- Owners and admins