Setting up your account

Step 1: Connect a Point-of-Sale System

• If you have a POS, we strongly recommend you start by connecting it first - this will save you setup time and will help to prevent duplicate data errors later on.
• When you connect a POS, we sync your company info (like your business address), your sales data, and your employees to Homebase from your POS
  

View the detailed guide for connecting a POS here.

Step 2: Add Employees

Employees can be added in two ways:

• By manually adding employees via the Homebase web dashboard
  1. Sign in to your Homebase account.
  2. Select Team in the top navigation bar.
  3. Select Add in the top right corner.
  4. Select Add Manually or download our CSV template to bulk add your employees.
  5. Click Save.

• By connecting a POS and importing employees to Homebase
  1. Add your employees to your POS first.
  2. Sign in to your Homebase account.
  3. Select Team in the top navigation bar.
  4. Select Add in the top right corner.
  5. Select Import from POS.
  6. (If applicable, select your location from the drop-down.)
  7. Select Import.

Step 3: Customize Homebase Settings for Your Company 

Homebase can be completely customized to suit your company's workflow. From settings, you can turn features on and off, update permissions, and manage your account's billing info.

1. Sign in to your Homebase account.
2. Select Settings in the top navigation bar.
3. Click on the tabs in the left navigation to switch between setting categories.
4. When you make a change, select Save Changes in the top right corner.