Create your workspace after starting a free trial

When you start a free trial, BusinessSensor creates your own workspace: your company's private copy of the system, at its own web address. This page explains the three choices you make on the Welcome to BusinessSensor screen and what happens next.

Before you start

• You have created your BusinessSensor account and pressed Start Free Trial. The welcome screen opens by itself.
• Have your business's usual currency in mind, and know which time zone your business works in (normally where your main shop, office or hotel is).

Steps

1. Choose your workspace address. Type a short name, for example your business name: brightline becomes brightline.bsensor.app. Use lowercase letters, numbers and hyphens. A green Available means nobody else has it.
2. Check the base currency. Every amount and report uses it. It starts on US dollars; pick yours from the list.
3. Check the time zone. It is filled in from your computer's own time zone. Change it if your business is somewhere else. Dates on invoices, the end of the trading day, automatic room billing and reports all follow this clock.
4. Leave Migrate from existing desktop install off, unless you are moving from the BusinessSensor desktop program and have a backup of its database.
5. Press Create my workspace. A progress screen shows while it is set up, usually in under a minute. You can leave the page: we also email you a link.
6. Choose your password on the next screen. This is the password for your workspace.
7. You arrive on Organization Profile. Replace the sample company name and address with your own, add your tax number and logo, and press Save changes. They print on every invoice, receipt and report.
8. Open Setup → Getting started for the rest of your setup. Each step ticks itself as you finish it.

Tips

• Keep the "Your BusinessSensor workspace is ready" email. It has your workspace address and the set-your-password link, so you can always find your way back.
• Pick the address carefully. Your team and your customers' links use it, and it cannot be changed later.
• Time zone and currency can be changed later: the time zone in Organization Profile, the currency in Preferences — but the currency only until you record your first transaction (see Change your base currency).
• Watch the short videos: press ? on any screen.

Common problems

• "That workspace address could not be claimed" → someone already has it, or it is a reserved word. Try another name.
• "We could not create your workspace just now" → nothing was created. Wait a few minutes and press Create my workspace again with the same link.
• The progress screen says it lost track of the setup → check your email for the "workspace ready" message, or open the setup link again from your marketplace account (Licences → Open workspace). If the workspace was created, the link takes you to it.
• The set-your-password link has expired (it works for 24 hours) → open your workspace address and sign in. If you never chose a password, contact support.
• Create my workspace stays greyed out → the address is not yet marked Available, or no time zone is selected.