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Getting Started

Choose the right starting point for your workspace, first relationship, and next billing or payment task.

3 articles

Choose your starting point

Start with the task in front of you

You do not need to learn the whole platform before taking the first step. Pick the guide that matches what you are setting up now, then move into verification, payments, or contractor workflows when you are ready.

1

Understand the main workflows

Use the overview to find payment requests, Payment Runs, verification, checkout, and payout settings.

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2

Set up your account

Use the signup guide when you are preparing your profile and workspace for the first time.

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3

Add the first relationship

Use the talent guide when a client workspace needs to invite someone before creating a payment request.

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Once the basic record is in place, continue with the support category for the money flow or review you need to run.

Keep the next handoff simple

If setup stops, note the email address, workspace name, browser, and exact message on screen. Share the step you were taking, but leave passwords, identity documents, bank details, and other sensitive values out of an ordinary contact request.

Still need help?

Tell us what you are trying to do, what you can see, and where the workflow stopped. We will route the question to the right person and follow up.

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