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Welcome to Business OS. This guide gets you running in 15 minutes. Follow the 5 steps in order — then forget about setup and just run your business.

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Step 1 — Make it yours (2 min)

1. Click the cover on the Command Center → Change cover and upload your brand image.
2. Change the page icon to your logo.
3. Open 📚 Operations & Wiki → Brand Kit and fill in your colors, fonts and voice.

Step 2 — Clear the demo data (3 min)

The system ships with realistic sample data so you can see how everything connects.

1. Open 🗄️ System Databases.
2. Open each database, select all rows (Ctrl/Cmd + A) and delete.
3. Keep the SOPs if you like them — they are written to be reused.
4. Do not delete the All-time totals row in Business Totals. It powers your Money snapshot.

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Tip: Explore for 10 minutes before deleting. Click a client, then its invoices, projects and tasks. That's where the magic is.

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Step 3 — Add your offers (3 min)

Go to 💰 Finance → Products & margins and add every product or service with its Price and Unit Cost. Margin and profit are calculated for you.

Step 4 — Import your clients (5 min)

In 💼 Sales & CRM, add your clients and leads. Set a Stage and a Next Follow-up date for each — the system will warn you when one is due.

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Have a spreadsheet? Open the Clients & CRM database → ••• menu → Merge with CSV.

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Step 5 — Set this quarter's goals (2 min)

In 🎯 Goals & Reviews, write 3–5 goals with a Target number. Update Current as you go and watch the progress bars fill.