Follow the steps below to register as a Satago Practice Partner
Sign up to create a partner subscription for your practice. Once this is complete, we can start to add clients – but we need to create a subscription for your practice first.
Add the details of your business and, if applicable, find your business from the drop-down list.
Next step is to connect your practice’s accounting software. It’s important not to connect your client’s data yet – we need to create a practice account first. Have your accounting software login details handy.
Wait for the import to complete.
Once this is done, you’ll be redirected to the Satago Taskboard, where you’ll be shown some other setup tasks. If those tasks aren’t relevant to you at the moment, you can skip them or revisit them later.
Head to Accounts -> Customers to see a list of clients and their outstanding balances with your practice.
To set Satago up for a client, click Add Organisation next to one of your client’s names to begin the setup process for them.
