Set up your business

Overview

Business Settings has six tabs — Business, Site, Sales, Integrations, Subscription, and Account. As a Sole Trader you have full access to all six. This article is the end-to-end setup walk-through. Use it the first time, then dip into the deeper articles when you need to adjust a specific area.

Who This Workflow Is For

The Sole Trader role.

Before You Start

Have business details ready — Business Name, contact email, phone, address, ABN, and any licences. Have a logo file ready for quotes and invoices. Decide on default payment terms and methods. MFA must be set up — Manage Plan, Manage Billing, and connecting Xero/Stripe are MFA-gated. See Set up MFA.

Step-by-Step Process

Step 1 — Open Business Settings

1. In the left sidebar under ADMIN, select Business Settings.
2. Confirm the six tabs are visible — Business, Site, Sales, Integrations, Subscription, Account.

Step 2 — Business tab

1. Confirm you are on the Business tab.
2. Enter Business Name, Timezone, Contact Email, Phone, Business Address, ABN.
3. Under Licences / Qualifications, select Add licence for each licence held (type, number, expiry).
4. Select Save.

Step 3 — Site tab

1. Open the Site tab.
2. Set the timesheet entry mode (Hours or Start and end times).
3. Use Feature availability toggles to switch modules on or off. Changes apply immediately and are non-destructive.
4. Create Default Job To-Do and Default Shift To-Do templates with Add if you want common task lists pre-loaded on new jobs and shifts.
5. Confirm the public enquiry form toggle is on or off.
6. Select Save site.

See Configure business settings for the deep dive.

Step 4 — Sales tab

Sales holds the customer-facing settings. Deeper articles cover each in detail:

• Set payment methods and terms — five default payment term options and four payment method types (Bank account, PayID, PayPal, Other).
• Set quote validity and reminder defaults — validity period, three-tier reminders, reply routing.
• Upload your quote and invoice logo.

Step 5 — Integrations tab

1. Connect Xero from this tab — see Connect Xero (optional).
2. Stripe appears here as a connectable payment provider. For the full payment flow, see Connecting Stripe for Online Payments.

Step 6 — Subscription tab

1. Review your plan, billing interval, next renewal date, and seat count.
2. Manage Plan to upgrade/downgrade.
3. Manage Billing for card/bank details, history, or cancellation.
4. Check the AI usage this month panel.

See Manage your subscription.

Step 7 — Account tab

1. The Account tab is where you manage your own account, including the option to delete your own account.

What Happens Next

With Business Settings set, MyApprentice is ready for real activity. Next steps usually:

• Set up the public enquiry form.
• Add a client.
• Create and send a quote.

Common Issues

• Demo-to-live switch. The demo-to-live flow and post-setup availability are being confirmed. Current articles do not describe a demo-to-live switch.
• MFA prompt on Manage Plan / Manage Billing / Connect Xero or Stripe. All MFA-gated. Set MFA up first.
• Cannot find a tab. All six tabs are available to Sole Trader.

Related Guides

• Configure business settings
• Set payment methods and terms
• Set quote validity and reminder defaults
• Upload your quote and invoice logo
• Manage your subscription
• Connect Xero (optional)