How to get set started - part 1

How to get set started - part 1

You can only sign up for a free trial either on the web version - Go to fa.equitotal.com and press Sign up. Alternatively download the app on either the app store or play store and press Sign Up.
  1. Verify your Email address, check spam and promotions if you don't see the Email.
  2. Press 3 lines top right.
  3. General
    1. Complete as much as possible including adding your logo and selecting some of the options. If you want to show tax separately enter the details requested.
  4. Email and SMS templates
    1. Select how you would like appointments to show. Edit any of the emails and the SMS that goto your customers.  Add your T&C's as an attachment. 
  5. Invoices
    1. You must enter a starting invoice number. This can't be changed. Enter bank details if you want them to show on your invoice. Select how you would like your invoice to look.
  6. Services
    1. Enter all of the things you charge for. It is worth planning this out before starting to enter them. You can drag and drop them to change their order.
Once you have completed the above you are ready to enter your contacts and make appointments. See - Part 2 for further setup information.

Part 1 video


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