Overview
After signing up, the following steps will walk you through getting started with your MONESQ Free Account
Step 1:
Link Trust Account
If you are linking a Trust account, click on the yellow 'Link' button at the top of the browser window to complete your setup or choose 'skip this step'. See the article Setting up a trust account for more information.
Step 2:
Create Team Members
1. Go to settings on the left side navigation bar
2. Click on the ‘Team members’ tab
3. Click the white plus sign + (top left side) to add a team member
4. Enter the team member’s name and email address
5. Enter the team member’s role
6. Click ‘Send invitation’
Step 3:
Create Contacts
1. Click on the '+ New' (top left corner)
2. Choose ‘Contact’ to create a new contact
Or
1. From the ‘Contacts’ section on the left navigation bar
2. Click on the white plus + sign (top left side)
3. Choose ‘import contacts via vCard’
4. Drag and drop vCard files or select vCard files from your computer
5. Click ‘import contact’
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