Set up your first ESP workspace.

1. Confirm your account

Register your workspace and verify your email. Keep the workspace address so your team can return to the correct sign-in page.

2. Configure your business

Review workspace settings, create your services, and choose the client payment methods you will use. Test payment flows with sandbox credentials before accepting real payments.

3. Build and review an order form

Select the services and fields your clients need. Preview the form, check required information, and confirm that only the intended payment methods appear.

4. Invite your team

Add team members within your allowance and give each person appropriate access. Review your order stages and tasks together.

5. Follow a complete order

Test the path from form submission through order conversation, delivery and invoice status before sharing the form more widely.