Business Setup

Business Setup

Business Setup

A guided three-step wizard that connects your domain, email, and payment processing so your business is ready to accept clients and send invoices.

Key Features

  • Progress Tracker: A visual bar with three step indicators (Domain, Email, Payments) fills as you complete each step. An "All Set!" badge appears at the top when everything is done.
  • Domain Connection: Link your own domain with DNS verification, Cloudflare routing, and automatic SSL — each handled as a guided sub-step.
  • Email Sending: Once your domain is connected, enable outbound email from your domain address. Verification happens automatically in the background.
  • Stripe Payments: Connect your Stripe account to accept payments from clients. This step can be started at any time, independently of the others.
  • Auto-refresh: When a step is in progress (like DNS propagation or email verification), the page checks for updates every 30 seconds — no manual refreshing needed.

How to Use

Step 1: Connect Your Domain

  1. Enter your domain (e.g. acme-creative.com) in the Domain field. If you've connected a domain before, it will be pre-filled.
  2. Click Check DNS to verify your domain is pointing to the server.
  3. If DNS isn't set up yet, the page shows an A record to add at your domain registrar — the exact IP address is displayed. DNS changes can take up to 48 hours to propagate, and the page checks again automatically.
  4. Once DNS is verified, click Add to Cloudflare to route your domain through Cloudflare.
  5. A Provision SSL button then appears — click it to secure your domain with an SSL certificate.
  6. When complete, a green banner confirms your domain is connected with SSL enabled.

Step 2: Set Up Email

  1. This step is locked until your domain is fully connected. Once Step 1 is complete, a Set Up Email Sending button appears.
  2. Click it — the system adds the required DNS records and verifies your domain automatically. No manual DNS work needed here.
  3. While verification runs, you'll see live status for Domain Verification and DKIM updating on screen.
  4. When both are verified, a green banner confirms email sending is ready.

Step 3: Connect Payments

  1. Click Connect Stripe to start onboarding. You'll be redirected to Stripe to set up your account — this can be done at any time, even before finishing the other steps.
  2. After completing Stripe setup, you're returned to Business Setup where the page confirms your Business Name, Charges, and Payouts are enabled.
  3. If you didn't finish the Stripe flow, click Continue Stripe Onboarding to return and complete it.

Tips

  • You must be a company owner or admin to access Business Setup.
  • Email setup stays locked until the domain step is fully complete (SSL included), but payments can be connected at any time.
  • If DNS is taking time, leave the page open — it polls every 30 seconds while a step is in progress.
  • After returning from Stripe, the page refreshes automatically after a moment. If you see a "needs more info" message, click Continue Stripe Onboarding to finish the process.