Use the guided setup

The guided setup is a do-it-with-you wizard that gets the essentials into Atteny in a few minutes. Instead of hopping between settings pages, it collects your first location, your job roles and hourly pay, and your team invitations, all on one screen, one step at a time.

1. 1

   Open the guided setup

   On your dashboard, find the Getting started card and select Run guided setup. You can also go straight to it at /setup.

2. 2

   Add your first location

   On the Location step, enter a Location name (for example, Downtown Café) plus City and Country. This is where your team works. You can add more locations later, so one is enough to start.

   

3. 3

   Set roles and hourly pay

   On the Roles & pay step, add each job role with its Hours/mo and Rate/hr (for example, Server at €12). Select Add another role for as many as you need. This turns clocked hours into pay, so figures show up across your reports and timesheets.

4. 4

   Invite your team

   On the Team step, type each person's email and pick their role: Employee, Manager or Admin. You can also set their role type, location and hourly rate, or leave those blank for now. Select Add another person to invite more.

5. 5

   Send invites and finish

   Select Send invites & finish. Each person gets an email in their own language inviting them to install the app and join. You'll see a summary of everything you just created.

If you're on the free Starter plan

Starter includes 1 location and up to 5 people. If you've already reached a limit, the wizard swaps the form for a short notice and lets you continue. It simply won't create anything beyond your plan. To add more, upgrade to Pro from Settings → Plan & billing.

What's next

Once your team accepts their invites, you can build your first schedule and assign shifts. Want to fine-tune what's switched on first? See Choose your features. For more ways to add people (including from the Employees page), read Invite your team.

You can reopen the guided setup any time from the Getting started card on your dashboard, or by visiting /setup directly.