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Owner: first day

Set up locations, people, daily recording and billing.

Last updated 2026-10-23

Owner: first day

Open Get started at /onboarding and follow the checklist.

What to do

  1. Check your farm. Confirm contact details at /settings/organization and currency at /settings/finance. The subdomain is permanent.
  2. Add sites and houses. Start at /locations/sites; use Add houses inside each site.
  3. Add people. Invite members at /settings/members with the narrowest roles, or choose I work alone.
  4. Record your first figures. Choose Place a Lot at /lots/new, then record mortality, feed and eggs as applicable.
  5. Set up money. Review Settings > Billing, then record your farm's first sale and expense.

After your first capture, Setup center shows the remaining tasks. Saved forms return to their tab; choose Next, then Finish setup when ready. Optional commercial settings do not block daily work. Home's Continue setup returns here; Remind me in hides the reminder without changing progress.

Watch out

Roles control access; changes remain visible in /audit.

Invoices open Paddle's secure checkout in USD, with applicable tax added there. Paying an invoice does not enable automatic renewal. For renewal, choose Set up renewal, review price, frequency and first charge, then consent separately. Use Update card or Manage auto-renew once active.

If payment is uncertain, reopen the same invoice and resume or check status; do not start another charge. An unpaid manual renewal has seven days' grace from its due time before paid-plan writes pause.

For cancellation, open Manage subscription > Cancel subscription, review Before you cancel, add a reason and Request cancellation. Wait for confirmation. Keep subscription withdraws a pending cancellation; Switch to manual billing stops automatic charges but leaves future invoices to pay. Use Refresh status for a delayed result.

Follow Plans and billing for payment steps and verify your email if requested.