#1 Tradesmen digital toolbox

How to setup your account

Last modified:November 4, 2023
For versions:
You are here:
Estimated reading time: 1 min

How to get started in Labourless

 

 

Step 1: Create a Labourless account

1. Start by creating a Labourless

 

Step 2: Verify your email address

1. Once you have created your account, you’ll next need to verify your email address. This will help us verify that you are not a robot and are in fact a tradesmen or sole trader.

 

Step 3: Select your trial package

1. Next you will need to select a trial package. It is important you select this, as once the trial is over this is the package your account will automatically, unless cancelled, registered to.

 

Step 4: Access your account

1. Now you have selected your package, and given your account a name, you’ll be automatically redirected to your dashboard. From here, you will be able to access all features that are part of that package that you have selected.

 

Step 5: Navigate to general settings

1. To start setting your account up, here are a few things you’ll want to begin with. Navigate to the setup option in the navigation…

 

Setup > Settings > General

 

2. Once here, you will be able to choose your company logo for dark and light background. You can also add the company name, if you added the wrong name when creating the account. Everything else can be left as standard in this section and we will go deeper into the other settings.

 

Step 6: Setup Payment Gateways

1. Finally, you will need to navigate to finance in the left sidebar navigation to setup payment details for your customers when you send them an invoice.

Setup > Settings > Payment Gateways

 

You’ll then need to select which payment gateway type you’d like to use. Here is a list of the Payment Gateways that you can choose from.

 

  • Braintree
  • Mollie
  • Paypal smart checkout
  • Paypal
  • Stripe Checkout – Recommended
  • Stripe IDEAL
  • 2Checkout

 

 

Once you have chosen the payment gateway you’d like to you, simply complete the integration. Or, if you’d not sure how to do this then feel free to reach out to us via this link and we will help you set this up.

 

Tags:
Was this article helpful?
Dislike 0
Views: 53

Ready to make admin work labourless?

Take Labourless for a test spin and decide for yourself if its a good fit for your business.