Onboarding

Onboarding

Set up your business and configure each module with the guided checklist.

Getting a Trabalance business running is one short form and one short page. /register creates the account, the business and a 14-day trial of every module. /setup asks you to confirm the business details and tick a handful of plain questions about what the business does. Then you are on the dashboard, and the rest is ordinary configuration.

The two stages and what follows them.

The path

Step	What happens	Where
Create your account	Work email, name, password, country and business name. This creates the business, makes you its Super Administrator and starts the trial.	/register
Confirm your email	A link goes out with your welcome mail. Confirming proves we can reach you; it never blocks your work.	Your inbox
Confirm your business details	Name, country, the currency your books are kept in, and an optional address for your documents.	The first card of /setup
Say what the business does	What you sell, where it comes from, when money moves, and how many locations and departments you want separate scorecards for.	The rest of /setup
Set the books up	Profile, team, chart of accounts, items, parties, opening balances, templates — in an order where nothing is blocked by something you have not done yet.	Settings and the modules

Set up my books saves the details and your answers and opens the dashboard; Skip for now opens the dashboard with nothing saved and nothing lost.

What the trial is

14 days of every module, counted from the day you register. No card, nothing to cancel.
A strip under the top bar shows the days remaining, a progress bar and the end date.
When it ends the business moves to the Free plan. Selling, buying and the books keep working; the modules outside Free are paused until a Super Administrator chooses a plan. Nothing is locked and nothing is deleted.

✅Everything stays editable

Nothing entered during onboarding is permanent. Business details live in Settings → Profile, the currency in Settings → Currency, colleagues in Settings → Team, and a Super Administrator can reopen /setup and answer the questions again at any time.