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What should I do first when I get into my account?

FAQGetting Started and Account AccessUpdated Jun 18, 2026

Your welcome email includes an onboarding SOP that walks through setup. The simple order is, connect your bank in Earnings, set your product pricing in your catalog, go through your general and location settings, add any staff, set up your own profile, then run yourself through a test checkout using a discount code. Let your Healthaide contact know before you go live so the team can do a quick once over.

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