First steps checklist
Oct 15, 2026
Work through this list once after the install. Each step links to the full guide.
1. Make the system safe and automatic
- Set up the cron job and confirm Settings > Automation Settings shows it running.
- Activate your license.
- Turn on HTTPS and check System > System Health has no red items.
- Create a personal Super Admin account for each person who needs one, and keep the installer's account for emergencies. See Staff users and roles.
- Consider turning on two-factor sign-in (the Google Authenticator 2FA plugin) for staff.
2. Describe your business
- Settings > General Settings > General: company name, contact email, website, logo and the "Pay To" text printed on invoices. See General Settings.
- Locale tab: date format and default country.
- Settings > Currency Settings: your base currency and any extra currencies. See Currencies.
- Settings > Tax Configuration: your tax rules. See Tax.
3. Make email work
- General Settings > Mail: SMTP host, port, encryption, user name and password, then send a test email. See Email and SMTP.
- Settings > Email Templates: read the templates your clients will receive.
4. Build your catalog
- Settings > Servers (or install a server plugin): connect your hosting server. See Servers.
- Settings > Products & Pricing: create a product group and your first product. See Products and groups.
- If you sell domains, connect a registrar and set Domain Pricing. See Domain registrars.
5. Take payments
- Settings > Payment Gateways: enable Bank Transfer (and add your payment instructions). Payments are recorded by staff. Read Payment gateways and recording payments to see what the online gateway plugins can do today.
6. Test the whole path
- Place a test order on your storefront as a new client.
- Accept the order, pay the invoice, and confirm the service is created.
- Open a test ticket as the client and answer it as staff.
- Delete or cancel the test data when you are happy.
7. Go live
- Set your terms of service URL in General Settings > Ordering.
- Read Maintenance mode so you know how to close the client area during work.
- Set up backups.