Company Onboarding
Right after registering, ZAPTIZ walks you through a multi-step setup wizard. It collects what the rest of the app needs to work well — and until it's finished, signing in returns you to the wizard so setup never falls through the cracks.
This one is for the company, once
Only the person who registers runs this wizard. Everyone who joins later by invitation gets their own personal walkthrough instead — see Guides & Tips.
What the wizard covers
- Company profile — legal name, address, and your GSTIN (this drives correct CGST/SGST vs IGST on every invoice, and the GST Agent's checks).
- Business preferences — the basics ZAPTIZ personalises around.
- Payments (optional) — connect your company's own Razorpay account so invoices can carry Pay-Now links & QR codes. You can skip this and connect later in Settings → Integrations.
- Finish — you land on your dashboard, ready to work.
Skipped something?
Everything in the wizard can be changed later under Company Settings. The two things worth doing properly on day one: the GSTIN (GST math depends on it) and the company email connection (documents can't be emailed without it).
After onboarding — the admin's checklist
A Company Admin should follow up with:
- Connect the company email (Brevo) — so quotations, invoices and agent reminders send from your address.
- Invite the team with the right roles.
- Load the catalog — CSV import or OCR a price list.
- Choose your modules — switch off what you don't use; the sidebar stays clean.
- Pick a plan when the trial ends.