nubeso

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Getting Started

Setting Up Your Nubeso Account

Learn how to create your account, set up your business profile, and configure initial settings to get started with Nubeso.

Beginner5 min8 Steps

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Prerequisites

  • A valid email address
  • Business information ready

Visit Nubeso and Start Registration

Go to nubeso.com in your web browser. Click the "Get Started" or "Sign Up" button in the top navigation bar. This will take you to the registration page where you'll begin creating your account.

Pro Tips

  • Use a business email address for better organization
  • Choose a strong password with at least 12 characters
  • Keep your login credentials secure

Enter Your Email and Create Password

Enter your email address in the registration form. Create a strong, secure password that includes uppercase letters, lowercase letters, numbers, and special characters. Confirm your password by entering it again in the confirmation field.

Important Warnings

  • Never share your password with anyone
  • Avoid using common passwords or personal information
  • Enable two-factor authentication when available

Verify Your Email Address

Check your email inbox for a verification message from Nubeso. Click the verification link in the email to confirm your email address. This step is crucial for account security and password recovery. If you don't see the email, check your spam folder.

Pro Tips

  • The verification email should arrive within 1-2 minutes
  • Add noreply@nubeso.com to your contacts to prevent future emails from going to spam
  • The verification link expires after 24 hours

Complete Your Business Profile

Once verified, you'll be prompted to enter your business information. Fill in your business name, business type (restaurant, retail, services, real estate, etc.), primary location, and contact information. This information will appear on invoices and other documents.

Pro Tips

  • Use your official registered business name
  • Select the business type that best matches your operations
  • You can update this information later in Settings

Configure Language and Regional Settings

Choose your preferred language (English or Spanish). Nubeso is fully bilingual, and you can switch between languages at any time. Set your timezone to ensure accurate date and time stamps on all transactions. Select your currency (USD, MXN, EUR, etc.) for financial records.

Pro Tips

  • Your timezone affects scheduled tasks and reports
  • Currency cannot be changed after initial setup
  • Language can be switched anytime from the navigation bar

Set Tax and Business Hours

Configure your default tax rates based on your location and business type. Set your business operating hours for each day of the week. These settings help with scheduling, POS operations, and customer communications.

Pro Tips

  • You can set different hours for different locations
  • Tax rates can be customized per product or service
  • Holiday hours can be set separately

Invite Team Members (Optional)

Add team members to your Nubeso account by entering their email addresses. Assign roles and permissions based on their responsibilities (Admin, Manager, Staff, etc.). Team members will receive an invitation email to join your business account.

Pro Tips

  • Start with key managers and add more team members later
  • Review permission levels carefully
  • Invited members can create their own login credentials

Explore Your Dashboard

Congratulations! Your account is set up. Take a tour of the dashboard to familiarize yourself with the interface. Explore the main navigation menu to see all available features: Billing, Projects, POS, Inventory, Clients, and more. Each section is designed to help you manage different aspects of your business.

Pro Tips

  • Start with the Dashboard to see an overview of your business
  • Use the Help icon for quick guidance on any feature
  • Check out other tutorials to learn about specific features

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