This guide will walk you through creating your account and setting up your first business workspace on Cordlo.

1. How to Sign Up for a New Account

To create your account for the first time:

1. Navigate to the Signup page.

2. In the Create your account form, provide the following details:

   • First Name & Last Name: Enter your legal name.

   • Email: Use a valid business or personal email address.

   • Password: Create a secure password for your account.

3. Accept Terms: Check the box to agree to the terms of service.

4. Click Create account.

5. Verify Your Email: You will be redirected to the OTP Form. Check your email for a verification code, enter it into the form, and submit to verify your identity.

2. How to Log In

If you already have a verified account:

1. Navigate to the Signin page.

2. Enter your registered Email and Password into the LoginForm.

3. Click Sign In to access your dashboard.

   • Note: If your account requires confirmation, you may be prompted to enter an OTP before proceeding.

3. Onboarding: Setting Up Your Business

Once logged in for the first time, you will be automatically redirected to the Business Setup onboarding flow.

Step 1: Basic Business Information

Provide the core details of your business entity:

• Business Logo: Upload a high-quality image of your company logo.

• Business Name: Enter the official name of your business.

• Registration Number: (Optional) Enter your business registration or tax ID.

• Business Type: Select your industry or entity type (e.g., Freelancing) from the dropdown.

• Country: Select the primary country where your business operates.

Step 2: Contact Information

Provide the communication channels for your business:

• Business Email: The address that will appear on your outgoing invoices.

• Phone Number: Your primary business contact number.

Step 3: Location and Financial Settings

Configure how and where your business functions:

• Operation Type: Choose between Physical location or Remote.

  • If physical, you will be prompted to provide the Address, State, and Postal Code.

• Currency: Select your primary currency for reporting and billing.

• Accepted Currencies: Use the multi-select tool to choose all the currencies you wish to support for payments.

• Business Description: (Optional) Add a brief overview of your business services.

4. Finalizing Setup

1. Review all entered information.

2. Click Save or Finish Setup.

3. Choose a Plan: Depending on your business needs, you may be redirected to the Subscription step to select a free or paid plan.

4. Once completed, you will land on your Business Overview dashboard, ready to create your first invoice.