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Getting StartedBeginner5 min read

Getting Started with AskBiz

Your first steps with AskBiz — creating an account, logging in, and understanding the main dashboard.

Key Takeaways

  • Create your AskBiz account with your email and set a secure password.
  • Log in to access your main dashboard and navigate using the top navigation bar.
  • The dashboard shows your business overview at a glance — revenue, sales, key metrics.

Creating Your AskBiz Account

Visit askbiz.co and click 'Sign Up'. Enter your business email, create a strong password (mix of uppercase, lowercase, numbers, and symbols), and verify your email address. Once verified, you'll be able to log in and start setting up your business profile.

Logging In and First Login Steps

Use your email and password to log in. On your first login, AskBiz will guide you through a quick setup wizard: select your business type (Retail, Restaurant, Repair, Salon, Factory, or Logistics), add your business name and location, and invite team members. You can skip any step and complete setup later — just click 'Dashboard' to get started.

Free — no card needed

See this in action for your business

AskBiz tracks these metrics automatically — just connect your data and start asking questions.

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Understanding Your Main Dashboard

Your dashboard is your command center. At the top are navigation tabs: POS (for sales transactions), Operations (for inventory and staffing), Intelligence (for analytics and reporting), and Settings. Each section has sub-tabs for specific features. The main area shows key business metrics — your revenue, sales count, top products, and staff performance. Use the date filters to compare different time periods.

Navigating the Top Menu

The top navigation bar is consistent across all AskBiz pages. On the left: your business name and logo. In the center: main tabs (POS, Operations, Intelligence, Settings). On the right: notifications bell, help icon, and profile menu. Click the help icon anytime to search for articles or get support. Your profile menu lets you change settings, invite team members, and log out.

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Further Reading

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