Shapzo

Getting started

Create your account, get approved and set the business up in the first hour.

  1. Create your business accountRegister your business in four short steps, verify your email, and submit the application for approval.Owner
  2. What happens after you applyYour application is reviewed by Shapzo. Until it is approved, signing in shows the Application Status page.Owner
  3. Sign in and sign outOpen the portal with your email and password, and end your session from the profile menu.OwnerManagerFront deskStaffApp
  4. Get the mobile appShapzo Business for iPhone and Android runs the front desk from a phone, signed in with the same account as the web portal.OwnerManagerFront deskStaffApp
  5. Two-step verification at sign-inWhen two-factor authentication is on, sign-in asks for a code from your authenticator app or your email after your password.OwnerManagerFront deskStaff
  6. The Getting Started checklistThe checklist on the dashboard walks a new business through setup, in the order that gets you to your first payment fastest.OwnerManager
  7. Take the guided toursFour short tours point out where things are: around the portal, the calendar, taking a payment and building your menu.OwnerManagerFront deskStaff
  8. Set up your business profile and logoFill in the details that print on invoices, upload the logo, and set your time zone, date format and financial year.OwnerManager
  9. Set up your tax ratesCreate the GST rates you charge, group them if you need CGST and SGST split out, and choose the defaults for new services and products.OwnerManager
  10. Add your service menuThree ways to build the menu: photograph your printed price list, upload a spreadsheet, or add services one by one.OwnerManager
  11. Add your team and invite themCreate a record for each team member so they appear on the calendar, and send the ones who need a login an invitation with a role.OwnerManager