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  2. Getting Started

Getting Started

Learn the basics and get up and running quickly

Accepting a team invitation
Learn how to accept an invitation to join a company on Swellbase, create your account and get set up as a new team member
Changing Your Password
Learn how to update your password to keep your account secure
Creating an Additional Company
Learn how to add a new company to your existing Swellbase account
Finding your way around Swellbase
Learn what each item in the sidebar opens, why your sidebar may differ from a colleague's, and how to open Settings, collapse the sidebar and log out
Managing Company Settings
Learn how to update your company profile, avatar, and regional preferences
Setting up your company: the first steps
Learn how to book a free onboarding call from the welcome message you see when you first open your new company, and where to start setting things up
Signing Up and Creating Your Account
Learn how to create your Swellbase account and set up your first company
Updating Your User Profile
Learn how to update your profile photo and personal information
Using the dashboard
Learn how to choose, arrange and resize your dashboard widgets, check the day’s bookings, pin notes for your team and use the quick actions button
Using the Help Centre
Learn how to find answers and get support using the Help Centre
Email Support