Your next steps
What this step does
Section titled “What this step does”“Your company is ready.” The step sums up what you have set up, then tells you what is worth doing next, so nothing is left hanging.
What you do
Section titled “What you do”You first see a summary (sectors, payment method, Tayo), then Your next steps:
- on the Plus plan, “Your PLUS” comes first: your trial or your billing, then Complete your PLUS profile (phone and e-mail) and Publish your Star profile;
- under “Your setup”, what is left to configure, ticked once done;
- under Recommended guides, short reads: “How to send a quote”, “How to send an invoice”, “How to send a spontaneous quote”, “How to send a spontaneous invoice”, “How to send a document” and “How to run a search”. A click opens the guide next to the wizard.
Click Go to TAYO.pro to finish the setup.
Frequently asked questions
Section titled “Frequently asked questions”What is the difference between the setup and the guides?
Section titled “What is the difference between the setup and the guides?”The setup is settings: completing the company identity, adding your certificates, linking Tayo, choosing a payment method, publishing your Star profile and, on Plus, completing your profile. Each one ticks itself once done, wherever you did it, and that is what counts towards the progress. The guides are recommended reads: they do not count towards the progress, and nothing makes you open them.
What does “Read” mean?
Section titled “What does “Read” mean?”That you have already opened this guide. For an administrator, it is recorded for the company; for another member, on the device where they opened it.
Where do I find this list later?
Section titled “Where do I find this list later?”In the “Getting started” card, at the top of the navigation menu when the app is shown on a large screen. A click on a task takes you where it is done; a click on a guide opens it in the help.
When does the “Getting started” card go away?
Section titled “When does the “Getting started” card go away?”As soon as the whole setup is done, whether you have read the guides or not. “Complete company identity” ticks itself once your company is registered with its UID number and has at least one sector. The guides then stay at hand in the help.