Creating Your First Business

Step-by-step guide to setting up your business profile

Create Your Business Profile

Learn how to set up your business profile on SmartSell. This is the foundation of your multi-business management and determines your subscription features, settings, and team access.

What You'll Learn

  • How to create a new business profile
  • Setting up business information and branding
  • Choosing the right subscription plan
  • Configuring currency and regional settings
  • Managing multiple businesses

Creating Your First Business

After creating your SmartSell account, you'll need to set up your business profile. This is where you'll manage your products, sales, and team members.

Business vs Account

Your SmartSell account can manage multiple businesses. Each business has its own subscription, settings, products, and team members. This allows you to run several separate businesses from one account.

Step 1: Access Business Creation

From your dashboard, you can create a new business:

  1. 1
    Navigate to Businesses page

    From your dashboard, go to the Businesses section

  2. 2
    Click 'Create Business'

    Look for the 'Create' or 'Add Business' button

  3. 3
    Choose your business type

    Select whether this is a retail store, restaurant, service business, or other type


Step 2: Fill Out Business Information

Provide the essential details about your business:

📋 Required Information

  • • Business name
  • • Business type/category
  • • Contact phone number
  • • Primary business address
  • • Country and currency

⚡ Optional (Can Add Later)

  • • Business logo
  • • Website and social media
  • • Tax registration numbers
  • • Business description

Step 3: Choose Your Subscription Plan

Select a plan that fits your business needs. You can always upgrade or downgrade later:

Starter

Perfect for small businesses

  • • 1 business
  • • 2 branches max
  • • Basic reporting
POPULAR

Professional

Great for growing businesses

  • • 5 businesses
  • • Unlimited branches
  • • Advanced reporting

Enterprise

For large organizations

  • • Unlimited businesses
  • • Unlimited branches
  • • Custom integrations

Step 4: Configure Regional Settings

Set up your business for your local market:

  1. 1
    Select your country

    This determines available payment methods and tax settings

  2. 2
    Choose your currency

    All prices and transactions will use this currency

  3. 3
    Set your timezone

    This affects reporting times and business hours

  4. 4
    Select your language

    SmartSell supports English and French


What Happens Next?

Once you've created your business, you'll be taken to your business dashboard where you can:

🚀 Quick Setup Tasks

  • • Create your first branch location
  • • Add your initial products
  • • Invite team members
  • • Set up your POS system

📊 Business Management

  • • View business dashboard
  • • Access reports and analytics
  • • Manage subscription settings
  • • Configure business preferences

Managing Multiple Businesses

You can create additional businesses at any time. Each business operates independently with its own subscription, data, and team members. Use the business switcher in the top navigation to move between them.


Next Steps

Now that your business is created, here's what we recommend doing next:

Add Your First Branch

Set up your first store location

Learn How

Add Products to Inventory

Start building your product catalog

Learn How

Invite Team Members

Add staff and assign roles

Learn How

Common Questions

Can I change my business information later?

Yes, you can update your business name, address, logo, and other details at any time from the business settings page.

What if I need to change my currency?

Currency can be changed in business settings, but this will affect all existing prices and reports. We recommend setting the correct currency from the start.

How do I delete a business?

Business deletion is available in advanced settings and requires owner permissions. This action permanently removes all data associated with the business.

Related Articles

Getting Started with SmartSell

Complete guide to setting up your SmartSell account and getting started

Help Center

Browse all help topics and frequently asked questions

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