Day one: setup, not configuration from scratch
The first step is company and chart-of-accounts setup, along with VAT configuration matched to the agency's specific service mix — a guided process rather than a blank system an agency has to figure out alone.
Data import
Existing customer, supplier, and financial data gets imported during onboarding, so staff start with their real business history intact rather than an empty system that only becomes useful after months of new data accumulates.
Staff access and training
Staff logins get set up with role-appropriate access from the start, paired with onboarding support to get the team comfortable with the core workflows — confirming a booking, raising an invoice — that map closely to what they were already doing manually.
Going live
Most agencies are live and processing real bookings within days, not weeks — the guided setup and data import are specifically designed to compress what could otherwise be a lengthy transition into a manageable first week.