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1

Create your workspace

Go to accounts.softbooq.com/signup. Sign-up has three steps:
  • Organization: your company name, a workspace handle, your country, and the currency of your books
  • Account: your name, email and a password (at least 8 characters)
  • Plan: Softbooq Go, Plus or Pro
Your handle becomes the address of your public site, <your-handle>.mysoftbooq.com, and you can change it later. Your country sets your tax and invoice defaults.
The currency of your books cannot be changed later. Your accounts, reports and invoices are kept in it.
Every workspace starts with a 30-day free trial. Nothing is charged during the trial, and you can switch plans as often as you like. See Subscription & Plans.
2

Set up with Jacinta, or with the forms

When you start setting up, Softbooq asks how you would like to do it:
  • Set up with AI: tell Jacinta about your business in your own words. Your workspace fills in as you talk, and nothing is saved until you confirm it. Setup with Jacinta is free and ends when setup is finished.
  • Set up myself with the forms: about ten minutes.
Either way you see every answer before it is saved. The setup covers, step by step: Your books, Invoicing, Branding, Team, Sample data, Customers and products, Bank, Opening balances, Invoice identity, Access, and Jacinta.
3

Try things in Practice first (optional)

Your Practice workspace is a copy of your workspace with example customers, products and invoices in your currency. Try anything there: nothing is real and nothing is sent. Emails it would have sent wait in Would have been sent.Find it any time in the workspace switcher. It starts again fresh every week, and your real records stay separate.
4

Send email from your own domain (optional)

Softbooq sends your invoices, reminders and notifications from its own mail service from day one, within a monthly allowance of free emails. To send from your own domain with no limit, open Settings → Messaging & Channels → Email Service and choose Custom for your own mail server. Then use Test Connection. More providers are coming soon.
5

Invite your team

Open User Management and invite your first team members.Roles you can give:What each role may do can be adjusted in User Management → Roles & Permissions. Customers are not users: they sign in to their customer account.
6

Start with the module you need most

Which modules you have depends on your plan (see Subscription & Plans). Pick the one that solves your most pressing problem first.

Send invoices and get paid

Finance: invoices, payments, expenses and your books.

Sell at the counter and online

Sales & POS: orders, the register and your online store.

Keep track of stock

Products & Services: products, stock and transfers.

Buy from suppliers

Procurement: suppliers and purchase orders.
7

See how everything connects

Open System Map at the bottom of the sidebar for a live diagram of the modules and how records flow between them.

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What to do next

Jacinta, your AI assistant

Ask about your business in plain words. Fast mode is free.

ERP Overview

The modules and how they fit together.

Settings

Your business details, banking, integrations and security.

Softbooq Files

Your documents and connected cloud storage.

Public & Portals

Your landing page, online store, careers page and customer account.