Step-by-step for the common flows

Add a new staff member

Level: Beginner. Create the account, set permissions and send credentials in one go.

1. 01Go to Employees in the sidebar and click Add employee.
2. 02Fill in their full name, email (used as login), role and a temporary password.
3. 03Assign permissions — shifts, invoices, shopping, requests, tickets. Staff only see screens they have at least one permission for.
4. 04Save. A welcome email is sent automatically from noreply@getup.dev with their username and temporary password.
5. 05Ask the staff member to sign in at /staff/login and change their password from /staff/panel/account.

Publish a weekly schedule

Level: Beginner. Build shifts for a week, review conflicts and push them to your staff.

1. 01Open Calendar or Shifts from the sidebar and pick the week you want to plan.
2. 02Drag employees onto time slots per location. Each shift captures date, start, end and assigned employee.
3. 03If a leave or permission request is pending for that date, you'll see it on the grid — approve or reject before publishing.
4. 04Review the week, then save. Staff see their assignments on the staff portal immediately.
5. 05Adjust mid-week via Edit hours when reality diverges from the plan.

Set up the venue tablet for check-in

Level: Intermediate. Turn any tablet at the venue into a check-in station that issues time-bound codes.

1. 01Create a location in Locations and note its URL: /location/{id}/tablet.
2. 02Open that URL on the venue tablet (Wi-Fi-connected, kept on the floor).
3. 03The screen lists every employee with a shift that day. Arriving staff tap their name to reveal a short, time-bound code.
4. 04Staff enter the code on their phone browser to confirm check-in (window: 10 min before shift start).
5. 05Repeat at end-of-shift for check-out (window: during shift → 30 min after end). Responsibilities left incomplete will block check-out.

Close a payroll period

Level: Intermediate. Generate monthly payroll, apply adjustments and export for the accountant.

1. 01Go to Payroll in the sidebar and pick the month you're closing.
2. 02A gross row is generated for each employee from their contract. Review and correct if needed.
3. 03Add any manual deductions, bonuses or advances as line items on each employee's row.
4. 04Lock the month and mark payments as sent, choosing the method (bank transfer, cash, etc.).
5. 05Export the period as CSV from the Payroll page, or grant your accountant read-only access at /accountant/login and assign their account to your company.

Send your first KSeF invoice (Poland)

Level: Advanced. Authorise KSeF, pick a mode and submit your first FA(3) invoice.

1. 01Email support@getup.dev to start KSeF onboarding. We'll send back a secure intake link for your KSeF credentials (a token issued in the Polish Ministry of Finance portal, or a qualified XAdES e-signature) — never paste tokens into chat or email. We register the connection on your behalf and confirm by email when it's live.
2. 02Once Connected shows on your company, KSeF Inbound and Outbound appear automatically in the sidebar (this is a Pro/Enterprise module — no separate toggle).
3. 03On /company/ksef-outbound, choose a mode: Template builds an FA(3) XML from a form (seller, buyer with NIP lookup, dates, up to 500 line items, VAT bands 23/22, 8/7, 5), or Raw XML lets you paste a pre-built invoice.
4. 04Submit. The platform validates server-side against the FA(3) XSD, opens an interactive session with the gateway, encrypts your invoice with an RSA-wrapped AES key, and posts it. You don't run the validator yourself — it's automatic in both modes.
5. 05Track status. The Outbound row polls until KSeF assigns a final number (Accepted or Rejected). Accepted invoices land in your archive with the structured XML, metadata, and the same idempotency key — safe to retry.
6. 06Inbound runs the other direction. Hit Sync on /company/ksef-inbound or wait for the daily cron at 02:00 UTC to refresh the metadata index.

Use the AI Assistant safely

Level: Intermediate. Ask the assistant operational questions and verify its answers from the citations it returns.

1. 01Open /company/ai-assistant from the Sparkles icon in the sidebar — included on Pro and Enterprise plans.
2. 02Ask a plain-language question, e.g. 'Which employees are over 40 hours this week?' or 'Show me unpaid invoices from March.'
3. 03The assistant answers grounded on your live data and cites the underlying rows — click a citation to drill into the source screen.
4. 04Suggested next actions are proposed but never executed silently — every write goes through an explicit Confirm button.
5. 05Scope matters: staff logins see only their own data, company logins see the full workspace, accountant logins see invoices and KSeF only.

Open a second location

Level: Intermediate. Add a new location and keep reporting clean across the group.

1. 01In Locations, click Add location and set name, address and currency (inherits from company by default).
2. 02Assign at least one manager — managers only see the locations you grant them.
3. 03Duplicate a prior week's schedule template if the new location's hours mirror the first.
4. 04Finance reports automatically split by location and roll up at the company / group level.
5. 05Check your plan limits — Starter supports a single location, Pro up to 10, Enterprise unlimited.

Publish a booking page and share a per-professional link

Level: Beginner. Switch the public booking page on, then send a service-specific link that goes straight to one professional's calendar.

1. 01Open Bookings → Settings (/bookings/settings). Toggle Public booking on, choose a slug, set the brand colour, and save.
2. 02Add at least one Service (Bookings → Services). Set duration, price, and which professionals can perform it.
3. 03Add at least one Professional (Bookings → Professionals). Set working hours; optionally connect that professional's Google Calendar from /integrations.
4. 04Test the public flow yourself: visit /book/{slug} in an incognito window and walk through booking a slot. You'll receive the confirmation email with the .ics and the cancel link.
5. 05Need the link to go straight to one professional? Use /book/{slug}/p/{professionalId} — the same page, scoped to that calendar. Drop it in a bio link, signature, or partner site.
6. 06Optional: connect Wix Bookings from /integrations to keep an existing Wix calendar in sync. Past services are imported on first sync; cancellations propagate both ways.

Reset a forgotten password

Level: Beginner. Recover any portal account — company, staff or accountant — without contacting support.

1. 01From the sign-in screen of your portal (/company/login, /staff/login or /accountant/login), click Forgot password.
2. 02Enter the email tied to your account. We send a reset link; if the email isn't on file, we still return a generic success message (so we don't leak account existence).
3. 03Open the link from your inbox within 30 minutes — it expires after that. The link is single-use; if you click it twice, the second visit is rejected.
4. 04Set a new password (min. 12 characters, mix of letters and digits). On submit, you're signed in to that portal — no need to revisit the login form.
5. 05If the link expired or never arrived, request another from the same Forgot password screen. Old links auto-invalidate when a new one is issued.

Export your data, or delete the workspace

Level: Advanced. Pull a full GDPR-grade export, or schedule the workspace for deletion with a 30-day grace window.

1. 01From Account settings, click Export my data. We assemble a ZIP with every employee, shift, invoice, payroll period, KSeF document and audit-log entry tied to your workspace and email it to the company owner.
2. 02To delete: from Account settings → Danger zone, click Delete workspace. We mark the workspace for deletion and email a confirmation. You retain read-only access for 30 days.
3. 03Changed your mind during the 30 days? Click Cancel deletion in the same screen. Everything is restored exactly as it was.
4. 04After 30 days the daily cron at 02:00 UTC purges the workspace: companies, employees, shifts, invoices, KSeF archives and Storage objects. KSeF documents already submitted to the Polish gateway remain on the gateway side per Polish law — only your local archive is removed.
5. 05Audit logs older than 12 months are auto-pruned independently — even on active workspaces — to keep your processing footprint tight under GDPR Article 5(1)(c).