Getting started

Sign up, set up your business, add your team and bring your customers across.

  • Signing up

    Create your RotaRound account, confirm your email, sign in with the emailed code and reset a forgotten password.

  • Setting up your business

    Work through the dashboard's Get started card and fill in your business details, logo and email branding in Settings.

  • Settings to check first

    The five settings to check before you add customers: who places the visits, working hours, breaks, visit emails and payment terms.

  • Adding your team

    Add each team member, including yourself if you work on site, then set the working hours the diary books them into.

  • Importing customers

    Bring your customer list in from a spreadsheet, using the template, and fix any rows the import skips.