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First-time setup

The setup wizard walks you through profile details and creating your first organisation.

Who can do this​

New users who have signed up but do not belong to an organisation yet.

Steps​

  1. Welcome — read the introduction and click Continue.
  2. Profile — enter your display name (shown to teammates and customers).
  3. Organisation — enter your shop name, choose a URL slug, timezone, and optionally your website URL (CutBench can fetch your favicon).
  4. Complete — review and finish; you land on billing with a summary of your 30-day Pro + Quote Studio trial, then your dashboard at {slug}.cutbench.io/dashboard.
VideoFirst-time setup walkthrough~3 min

Video placeholder — replace with embedded recording when ready.

Scenes to record:

  • Register and confirm email
  • Sign in and land on setup wizard
  • Complete profile and organisation steps
  • Arrive on dashboard home
Setup wizard profile step
Screenshot: Profile step of setup wizard with display name field. (App route: /setup)
Setup wizard organisation step
Screenshot: Organisation step showing name, slug, timezone, and website URL fields. (App route: /setup)