Saving or Skipping
Set up my books saves the details and your answers and opens the dashboard. Skip for now opens it with nothing saved and nothing lost.
Navigate to: the bottom of /setup
Both buttons end in the same place — the dashboard. The only difference is whether anything was written.
When Set up my books is available
| Cue under the buttons | When you see it |
|---|---|
| "Give your business a name to continue" | The business name is shorter than 2 characters, or the currency is not a three-letter code. |
| "Answer a couple of questions to continue" | The details are fine, but fewer than two questions in part one are answered. |
| "You can change any of this later" | Ready — Set up my books is enabled. |
Two answers is the whole bar. The checklist is not a form to complete; it is a conversation to start.
What Set up my books writes
| What | Where it goes |
|---|---|
| Your business details | The business record — the same call Settings → Profile makes. |
| Your answers | The product's navigation-visibility overlay: what stays in front of you and what moves out of the way. |
| Nothing else | No subscription, no price, no permission is written by this page. |
The dashboard then opens with a full page load rather than a click-through, so your session picks up the business name, the currency and the new arrangement in one go.
If part of the save does not go through you are told — "We could not save part of your setup. You can finish it later from Settings." — and let into the dashboard anyway. The answers only shape the product; they are never worth holding someone at a screen for.
Skip for now
Opens the dashboard with the product exactly as it was. Nothing is saved, nothing is lost, and the trial is unaffected — it started at registration, not here.
Skipping is a real option, not a penalty. The product with no answers is the product with everything visible, which is a perfectly good place to start if you would rather look around first.
Coming back
A Super Administrator can open /setup again at any time and answer again. Everything on the page is also reachable in Settings:
| What you set here | Where else to change it |
|---|---|
| Business name, country, address | Settings → Profile |
| Currency | Settings → Currency |
| What is in front of you | /setup, or the navigation settings for the business |
Related
- Your business details — the card this saves
- What your answers change — what the overlay actually does
- Typical setup order — the next eight steps