Your needs
What this step does
Section titled “What this step does”“Is PLUS for you?” You tick the situations you live day to day, and TAYO.pro tells you which plan answers them, with no commitment.
What you do
Section titled “What you do”Tick in the list what speaks to you, for example “I spend too much time chasing quotes and invoices”, “Some of my clients do not use Tayo” or “My company has several branches”. Then click See my recommendation, or Skip to skip the step. This step is the same on Basic and on Plus.
Frequently asked questions
Section titled “Frequently asked questions”What are my answers for?
Section titled “What are my answers for?”To steer the rest of the setup, nothing more. The Plan step offers you Basic or Plus based on your answers, telling you why, and the Modules step shows first, marked “Meets your need”, the modules that answer them. Nothing is switched on and nothing is billed because of your answers.
None of the situations fits me
Section titled “None of the situations fits me”Click Skip. The Plan step then shows you what Plus brings in general, and you choose freely between Basic and Plus.
Why is “See my recommendation” greyed out?
Section titled “Why is “See my recommendation” greyed out?”You need to tick at least one situation. Otherwise, skip the step with Skip.
Can I change my answers later?
Section titled “Can I change my answers later?”They only serve the setup. To answer them again, an administrator can restart the setup with Reset onboarding, under Settings; your data and settings are kept. You can also change your plan or your modules at any time, without coming back here.