Getting started
Getting started with CompanyFlowHQ
Your first 15 minutes: the five things that make CompanyFlowHQ useful straight away.
Before you start
- You have signed up and can see the Command Centre.
- Have your logo and business details to hand.
The steps at a glance
Step 1 of 5
Tap Command Centre at the top of the menu. This is your home page.
Look for the Getting started card. It shows how many steps are done, like “2 of 8 steps done”.
Next to each step, tap Do it. It takes you to the right page. Come back when it's done.
For Add or import your first leads, add one by hand or upload a spreadsheet.
Each step ticks itself when it's done. When everything is ticked you'll see You're live!
✅ How do I know it worked?
- The Getting started card says You're live!
- Your logo shows on a test invoice or booking page.
⚠️ Common mistakes
ProblemYou pressed Hide for now and the card disappeared.FixIt only hides the card. Your progress is kept. Use the guides here to finish the steps.
ProblemYou're not the owner and the steps say “Ask your owner”.FixSome steps (like connecting accounts) need an owner or admin. Ask them to do it.