Getting Started with Kwilio

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Welcome to Kwilio

Kwilio is an all-in-one workforce management platform designed to help you schedule employees, track time, manage clients, and handle billing efficiently. This guide will walk you through the initial setup and help you get started.

Creating Your Account

To get started with Kwilio, you'll need to create a company account. During registration, you'll be asked to provide:

  • Your company name
  • An admin email address
  • A secure password
  • Your preferred plan (Free, Basic, Premium, or Enterprise)

After registration, you'll receive a welcome email with instructions to complete your setup.

Navigating the Dashboard

Once logged in, you'll see the main dashboard which provides an overview of your business activities:

  • Upcoming appointments and schedules
  • Recent time entries
  • Pending invoices
  • Quick access to common tasks

Use the navigation menu on the left (or top on mobile) to access different sections of the application.

Setting Up Your Company Profile

Complete your company profile to ensure accurate billing and client information:

  • Update company details and contact information
  • Configure timezone settings
  • Set up billing preferences
  • Add your company logo and branding
Next Steps

Now that you're set up, consider:

  • Adding employees to your account
  • Setting up services and pricing
  • Creating your first client
  • Scheduling your first appointment