First Steps

A checklist of important settings

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Try not to spend too long configuring things!

Upmind is really powerful and advanced software. You will find hundreds of options and configuration features, and we are adding more and more options every day.

But you do not need to touch most of them. Our aim is to make things really straightforward to use out of the box and for you not to have to do any extra configuration unless you want to.

On this page, we list the handful of things that we think you should configure. After that, we strongly recommend just getting stuck into adding clients and enjoying using the software.

There are a few first configurations that we recommend looking into when you first get started with Upmind. As you will quickly find, there are many tweaks you can make to all sorts of settings.

In this guide we cover the most important. We also look at settings that it is better to set correctly from the start.

Default currency

Your default currency can be set under Settings > Business Settings

Your store default currency is the the base currency for your brand. Every invoice or transaction, no matter what currency your clients see it in, will be tied back to your default currency.

A default currency is used on your frontend site if no currency is selected, and also as the default for price lists and products if you have not added additional currencies.

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Important

All reporting and statistics are made in your default currency. For that reason, you cannot change your store currency after you have had your first order or transaction.

Company details

Your company details (such as company name and address) will go on any invoices you create. You can change these at any time, but any invoices already generated will remain as they were.

Your company name and address can be changed under Settings > Business Settings

Tax settings

If you are VAT registered, you will want to set up your tax settings under Settings > Tax Settings. If you sell online services, you should set your business type to Virtual Services on this page.

Payment gateway

You should add at least one payment gateway. If you have not yet decided we recommend using Stripe or PayPal. Both of these are easy to set up.

To set up email piping into the service desk, you can


What’s Next

Once you have added these basics, jump right in.

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