GeoNext: Setup Guide

The following 5 steps will help you set up Geo to manage every aspect of your business, from staff and workflow through to clients and invoicing. Follow this step-by-step guide to start using Geo today!

To start you'll need to know how to access the Geo desktop and navigate the Dashboard:

1. Logging in and using the Dashboard

Adding in the correct company information will give you smart scheduling and enable you to generate quotes and invoices at the press of a button:

2. Company information

Taxes aren't fun, but they are important. This step shows you how to add the tax info, billables and client information needed to conduct your business:

3. Financial and operating information

What's a business without staff? This step shows you how to add staff members, and set up their types of leave:

4. Creating staff and unavailability

No two businesses are alike, and in this step we show you how to customise elements of your workflow to tailor your Geo experience:

5. Customising your workflow

Need help? You can always reach out to our wonderful support staff, or book in a training session with one of our Onboarding Managers to help you with setup.

Contact support / Book training

Or click here to return to the Onboarding Portal