Prepare the facts
Gather accurate business information and assign the right person before opening a setup flow.
Kataboom guides
Start with company onboarding, understand the role of each product and follow practical steps without losing sight of who owns each part of the workflow.
Begin here
Company onboarding records who the business is, how it operates, who is responsible and which channels matter. Completing this first reduces duplicate setup and helps product decisions stay connected to a real business need.
Create a trusted company workspace, confirm how the business operates and choose the channels you want to use.
Open the first guideProduct guides
Each guide explains what to prepare, what to do, what good completion looks like and where the product boundary sits.
Use assessments, company settings, subscriptions and connected product summaries from the main platform.
Read the guidePrepare locations, catalogue, stock, purchasing, terminals and staff for dependable daily operations.
Read the guidePrepare your online shop, catalogue connection, payments, fulfilment and customer launch checks.
Read the guidePublish a trustworthy business listing and prepare for local discovery, reviews and promotions.
Read the guideOrganise consent, customer data and channel rules for responsible campaigns and customer journeys.
Read the guideSet up territories, teams, visit outcomes and privacy rules for accountable field selling.
Read the guideUse every guide well
Gather accurate business information and assign the right person before opening a setup flow.
Follow the responsible product workflow and avoid activating unrelated capabilities at the same time.
Use the completion checklist to verify permissions, ownership, data and the customer experience.