Enter your company identity
Enter your company's name, contact details, address and logo in the “Get started” guide, then correct them later in Organisation.
Your company's name, contact details and logo appear on your reports, your invoices and your emails. Use this article to enter them for the first time in the “Get started” guide, then to correct them later. Allow about 3 minutes.
This information appears, for example, in the report sent to the owner. The next step of the guide: set up your organisation.
Open the “Get started” guide
Step by step
- 1
Click the Get started button at the bottom of the screen. It shows your progress as a percentage. The guide panel opens.
- 2
Find the “The essentials” card. The other cards depend on your modules: Finance, Cleaners, Linen, Delivery, Maintenance, Inspection.
- 3
Click the “Company identity” step. It unfolds and shows its status: “Identity to complete”.
| In the guide | What it does |
|---|---|
| “Do it now” | Opens the step to do |
| “Skip” | The step stays visible but does not count as done. “Resume” puts it back in the list |
| “Review” | Reopens a step that is already done |
| “Hide this guide” | Removes the guide from the screen |
Enter the company identity
Step by step
- 1
In the “Company identity” step, click Do it now. The “Company identity” window opens, marked “Step 1 of 6”.
- 2
Enter the “Company name *”. It is the only required field.
- 3
Fill in the other useful fields: they are described in the table below.
- 4
Click Continue. The identity is saved and the step is ticked in the guide: “Identity saved”.
- 5
The window moves on to the next question, “Modules to show”. Click “Close” to stop there, or carry on.
| Field | Good to know |
|---|---|
| “Company name *” | Required, at least 2 characters |
| “Trading name” | The name shown on the emails sent to your clients |
| “Company no. (SIREN / SIRET)” | Offered only to companies established in France |
| “VAT number” | Your VAT number |
| “Phone”, “Contact email” | The email must be a complete address. Your clients' replies arrive there |
| “Address”, “Postcode”, “Town/City” | Shown at the top of your documents |
| “VAT rate (%)”, “Payment terms (days)” | Shown only if the Finance module is turned on |
Add the logo
Step by step
- 1
In the “Company identity” window, click Upload a logo.
- 2
Choose an image (PNG, JPG, SVG) or a PDF. The “Crop the logo” window opens. For a PDF, the first page is used.
- 3
Drag the logo inside the frame, then adjust the “Zoom” to leave a little margin.
- 4
Click Apply crop. The logo appears in the “Company identity” window.
- 5
Click Continue to save it with the rest.
Change the identity later
Step by step
- 1
Open the Settings › My company › Organisation menu. The page opens on the “My company” tab.
- 2
In “Identity”, correct the “Registered name”, the “Trading name”, the “Address”, the “Postcode” or the “Town/City”.
- 3
In “Logo”, upload another logo if needed.
- 4
Click Save at the top of the page. A message confirms that it is saved.
Frequently asked questions
Why does the step stay unticked?
It is ticked when you click “Continue” in the guide's “Company identity” window. Filling in the Organisation page is not enough.
Who sees the “Get started” guide?
The company's administrators, on a computer. The button does not appear on a phone.
The “Company no. (SIREN / SIRET)” field does not appear. Is that normal?
Yes. It is offered only to companies established in France.
How do I bring the guide back after hiding it?
Open Settings › My account, then click “Restart the guide” in the “Get started” card. The guide comes back at the bottom of the screen.
Can I change the company type?
No, not yourself. The “Company type” field on the Organisation page can be changed by support: write to us.