A Step-by-Step Guide to Setting Up Your Account
Welcome to Tailoraza! The first step on your journey to a more organized shop is setting up your account properly. This guide will walk you through the entire process, from the moment you sign up to the moment you land on your dashboard for the first time. A good setup is the foundation for everything else you will do in the system, so it’s worth taking a few minutes to get it right. We’ve made it as simple as possible, and we’ll explain every field so you know exactly what you’re doing and why.
Part 1: The Sign-Up Process
Before you can set up your shop, you need to create your personal login credentials. This is done on our registration page.
Creating Your Login
On the sign-up form, you will be asked for the following information:
- Your Name: This is for your personal user profile.
- Email Address: This will be your username for logging in. It’s also where we will send you important notifications, password resets, and billing information. Please use a real, active email address that you check regularly.
- Password: Choose a strong, secure password. We recommend using a mix of uppercase letters, lowercase letters, numbers, and symbols (e.g., !, @, #). Your password is the key to your account, so keep it safe and don’t share it with anyone.
After you fill out this form and click "Register," we might send a verification email to the address you provided. You will need to click a link in that email to confirm that you own the address. This is a standard security step to protect your account.
Part 2: Your Shop’s Information
Once your user account is created and verified, you will be automatically directed to the main "Shop Setup" page. This is where you tell Tailoraza about your business. This information is very important because it will appear on your invoices, receipts, and customer communications. Let’s go through each field one by one.
1. Shop Name
What it is: The official name of your tailoring business.
Why it’s important: This is your brand identity. It will be at the top of every document you print or send to customers. It’s the first thing they see, so make sure it’s correct and professional.
Example: "Precision Tailors", "The Golden Thread Boutique", "Mike's Alterations".
2. Shop Address
What it is: The full physical location of your shop, including street, city, state/province, and postal code.
Why it’s important: This helps local customers find you. It is also a legal requirement for invoices in many regions. An accurate address builds trust and legitimacy.
3. Shop Contact Number
What it is: The main phone number for your business.
Why it’s important: This is the primary way customers will call you with questions. It will be listed on your invoices and in your customer communications, making it easy for them to reach you.
4. Shop Email Address
What it is: The official email address for your business, which may be different from your personal login email.
Why it’s important: This is where customers can send their inquiries. When Tailoraza sends notifications on your behalf, this email address might be shown as the sender or reply-to address.
Example: "[email protected]" or "[email protected]".
5. Currency
What it is: The currency in which you do business.
Why it’s important: This is one of the most critical settings for your account! All financial data—prices, sales, reports, and invoices—will be based on the currency you select here. Please choose carefully, as changing this later can be complicated. You will see a dropdown list of world currencies (e.g., USD, GBP, EUR, INR, AUD). Select the one that you use to price your services.
6. Shop Logo (Optional)
What it is: An image file of your business logo.
Why it’s important: Uploading your logo adds a professional touch to your invoices and receipts. It reinforces your brand identity and makes your documents instantly recognizable. Most systems accept common image formats like JPG, PNG, or GIF.
Part 3: Finalizing and What’s Next
Once you have carefully filled in all the fields on the Shop Setup page, find the "Save Settings" or "Complete Setup" button at the bottom and click it. Congratulations! Your Tailoraza account is now fully configured and ready to use.
After saving, you will be taken to your main Dashboard. This is your new home base for managing your shop.
Can I Change These Settings Later?
Yes! Nothing is set in stone (except, perhaps, the currency). If you move to a new location, get a new phone number, or rebrand with a new logo, you can easily update this information. Simply click on the "Settings" link in the main navigation menu on the left side of your screen. This will take you back to a page where you can edit all your shop details.
Taking the time to complete this setup accurately is a small investment that will pay off every day as you use Tailoraza. It ensures your communications are professional, your financial data is correct, and your customers have all the information they need to interact with your business. You are now ready to explore the more exciting features, like adding customers and managing orders!