Help CenterGetting Started
Getting Started
Set up Experi and learn the core workflow
6 articles
Welcome to Experi
A current checklist for setting up your workspace and recording your first business activity.
4 min readbeginner607 views
What is Experi?
Understand how Experi connects invoicing, incoming bills, sales records and management reporting.
3 min readbeginner317 views
Email Verification — Why It Is Required
Verify your account email safely and distinguish verification from permission to send client documents.
2 min readbeginner299 views
Understanding the Today dashboard
Read the Today cards and charts for the selected business, then choose the next useful action.
4 min readbeginner314 views
Adding Your First Client
Add a recognisable contact with optional company, billing CC and address details, then review the saved client record.
2 min readbeginner305 views
Setting Up Your Business Profile
Set the selected business’s contact details, invoice defaults and branding using the current Settings screens.
3 min readbeginner271 views