Help centre / Getting started

Your first hour: a setup checklist

The ten things to do first so everything else works properly.

What it is

A recommended order for setting up so invoices, proposals, emails and bookings look professional from day one.

When to use it

• Straight after signing up.
• When onboarding a new team member's workspace.

How to do it

1. Settings → Profile: add your name and photo.
2. Settings → Company: logo, address, currency and VAT registration.
3. Settings → Starter packs: pick the pack closest to your industry, or build your own.
4. Contacts: import or add your existing clients.
5. Calendar settings: set working hours, breaks and lunch.
6. Settings → Email templates: adjust wording to your voice.
7. Create a booking link and add it to your email signature.
8. Set up your Directory profile to be found by new clients.
9. Add your website chat box if you have a website.
10. Glance at Noodle on the Dashboard — it will tell you what needs attention.

Still stuck? Read troubleshooting, or sign in and open Help & support.