Help guide · 4 min read

Sign up and get started

Anyone opening a BizPlusX workspace for the first time.

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Who this is for

Anyone opening a BizPlusX workspace for the first time. It takes a few minutes, and you can use your workspace while it finishes preparing.

Before you start

You need a work email address that you can open, and the country your business works in. You do not need a card, a business type or a verification code.

Create your account

  1. Go to bizplusx.com/register.

  2. If your page offers Continue with Google or Continue with Microsoft, you can use it and skip the password. Otherwise enter your work email and a password of at least 8 characters. The strength meter helps, and the eye icon shows what you typed.

  3. Tell us what you want to do. Either write a sentence in your own words, for example "I run a salon and want clients to book online and pay by M-Pesa", or pick from the chips under it.

  • Sell products

  • Take bookings

  • Quote and invoice

  • Run a kitchen

  • Talk to customers

  • Publish a website

  • Capture enquiries

  • Track stock

  • Get paid

  1. Check the country. It is guessed from your time zone and browser language, so choose Change if it is wrong. If the guess is empty, you pick it from a list.

  2. Add a business name if you want one, using Add business name. If you skip it, your workspace is named after you, as in "Jane's business". You can change it later in Settings.

  3. Choose Create my account.

The button stays grey until the email looks valid, the password has 8 characters (not needed with Google or Microsoft), a country is set, and you have written at least 3 characters or picked at least one chip.

By creating an account you agree to the Terms and Privacy policy, as the page says.

Wait while your workspace is prepared

You land on a page called Setting up your workspace. It shows three steps.

  • Creating your workspace

  • Turning on your tools

  • Preparing your dashboard

It usually takes under a minute. You do not need to do anything. The page moves you to your dashboard when it is ready. If that does not happen, an Open my dashboard button appears.

Verify your email

We send an email with the subject Verify Email Address. Choose the button inside it. The link works for 60 minutes. Emails carry a link, not a six digit code.

You can use your workspace before you verify. You can look around, add products and customers, and prepare invoices as drafts. Until you verify, you cannot send anything to a customer or any other outside recipient. That includes emailing an invoice and sending a message. If you try, you see "Verify your workspace contact before sending messages to customers or external recipients." Your Home page also shows "Verify your contact to unlock sending, recovery, and billing."

Four sensitive actions are blocked too.

  • Changing your domain

  • Setting up or changing a payment gateway

  • Changing the email on your profile

  • Exporting data

If you try one, you see "Verify your workspace contact before using this sensitive action." Verify your email and try again.

To get a new email, open the verify page and choose Resend email.

Where you land

Owners arrive in Backoffice, at the Home page. Staff are sent to the screen for their job. A cashier opens the retail till, a waiter opens the restaurant till, and kitchen staff open the kitchen board.

Sign in later

Go to bizplusx.com/login and find your workspace with your email, phone or WhatsApp number. You can also enter your workspace name if you know it. You are then taken to your own sign in.

The BizPlusX phone app signs you in but cannot create a company yet. Create your account on the website first, then sign in to the app. In the app, enter your email or phone and your password, or choose Use PIN instead. A PIN is digits only, up to six.

Finish setting up

Your Home page shows a card called Finish setting up with a count such as 2 of 6 done. Each step is a button that takes you to the right screen. The steps depend on what you told us you want to do. Examples are

  • Add your first product or service

  • Set up payment methods for the counter

  • Complete your first sale

  • Add your first customer

  • Connect your WhatsApp number

  • Record your stock

  • Add your first team member

The card disappears when you finish, and a Company score card takes its place.

Your trial

New workspaces start with a 14 day trial of the Growth plan, so you can try the full product. The banner on your Home page shows the days remaining. When the trial ends, your workspace moves to Flex, the free plan. Your data stays and you keep working. Anything that belongs to a paid plan pauses until you choose one.

If something goes wrong

See Common problems for each message you might see at signup and what to do.

Next

Set up your business

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Need help applying this?

Questions about the product go to the team. Active customers should use in-app help.

Regions
Kenya, United Arab Emirates, United States, and customers worldwide

Sales and demo inquiries: we aim to reply within one business day.

Already in a workspace? Use in-app help for the fastest product support path—public forms are for sales and pre-sales questions.

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