Getting started with your Goji workspace

Overview

Your Goji workspace brings orders, customers, inventory, accounting and the AI assistant together in one dashboard.

Purpose

This guide gets a new workspace ready to take its first order in a few minutes.

Step-by-step guide

1. Open your dashboard and follow the onboarding checklist on the home screen.
2. Add at least one product under Inventory.
3. Create your first order from Orders, New order.
4. Invite your team under Settings, Staff.
5. Set your currency, language and tax under Settings.

Common mistakes

• Skipping the onboarding checklist, which tracks the key setup steps.
• Inviting staff before setting their role and permissions.

Best practices

• Complete the checklist before going live so nothing is missed.
• Add your business details and logo early so invoices look right.

FAQ

Where do I start?

Use the onboarding checklist on the dashboard home, top to bottom.

Can I try it with sample data?

Yes, the onboarding panel can seed demo data you can later remove.