Book an onboarding session with our team to discuss your requirements and create the group workflows you need to go live with Paidnice.
Duration and Prerequisites
We allow 45 minutes for these calls it will typically be a screen-share video meeting and you'll need to have an existing Paidnice account that is already connected to your accounting system (Xero or QuickBooks).
Typical agenda
- Discuss current workflows and intended process
- Basic account setup (Company info, logos etc)
- Set up example policies in Paidnice
- Run several actions to demonstrate Paidnice operation
- Go live with initial policies