Title: Set up your firm | OneForm > The first-run setup, step by step, and the checklist that keeps track of what's left. Source: https://oneform.si/help/getting-started/set-up-your-firm/ --- 1. [Help Center](https://oneform.si/help/) 2. [Getting started](https://oneform.si/help/getting-started/) 3. Set up your firm [View as Markdown](https://oneform.si/help/getting-started/set-up-your-firm.md) # Set up your firm The first-run setup, step by step, and the checklist that keeps track of what's left. Admins and ownersUpdated October 22, 2026 · 3 min read [Continue setup ↗](https://app.oneform.si/onboarding?help=set-up-your-firm)[Open Settings ↗](https://app.oneform.si/settings?help=set-up-your-firm) When you create your OneForm account, a short setup walks you through the basics: who you are, your firm's details, your team, payments and bookings. Each step takes a minute, and you can skip any of them and come back later. ## Before you start Owners and admins set up the firm. If someone invited you to an existing firm, you only see **About you** (and **Set a password** if you signed in with an email link). ## Go through setup Setup opens on its own after you confirm your email. To open it again later, go to [setup](https://app.oneform.si/onboarding). 1. **About you.** Enter your **Full name** and your **Job title**, such as Partner or Tax manager. You can add a photo too. Your name shows on reports you sign off and in emails to your team. 2. **Set a password** (optional). If you signed in with an email link, you can add a password so you can also sign in without opening your inbox. Email links keep working either way. 3. **Your firm.** Enter your **Firm name**, **Website** or **Phone**, **Time zone** and **Logo**, and pick a **Brand color** if you like. These appear on your forms, reports and client emails. 4. **Invite your team.** Type a teammate's email, choose their role, and click **Send invites**. They get an email with a link to join. 5. **Get paid.** Click **Connect Stripe** to charge clients for reports and calls. Only the firm's owner can connect Stripe, since payouts go to their bank. 6. **Set up bookings.** Connect Google Calendar or Outlook, then choose **When clients can book**. 7. On the last screen, click **Go to OneForm**. ![The ](https://app.oneform.si/media/45c6aaf1-24ae-587f-b935-c47282e54970) At any step, click **Skip** to move on, or **Back** to return to the step before. **Finish later** at the top right takes you into OneForm and keeps the steps you haven't done. ## The setup checklist Until every step is done, a small reminder at the top right of OneForm shows how many steps are left, such as **3 steps left**. Click it to see the checklist: - Each step shows whether it's done. Skipped steps say **Skipped** and still count as left. - Click a step to go straight to it, or click **Continue setup** for the next one. - Click **Snooze for a week** to hide the reminder for seven days. A step counts as done wherever you finish it, not only in setup. For example, inviting a teammate from **Firm → Team** ticks off **Invite your team**. ## Good to know - **Your logo:** PNG, JPG, WebP or SVG, up to 500 KB. A PNG on a white or clear background works best. - **Change anything later.** Your firm name, logo, brand color and contact details are in [Firm → Settings](https://app.oneform.si/settings). Your time zone for bookings is in [Bookings → Availability](https://app.oneform.si/bookings/availability). - **Steps depend on your plan.** If your plan has room for only one person, setup leaves out **Invite your team**. - **Next step:** build your first form. See [From your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/). ## Why does setup ask me to set my password again? Your confirmation link opened in a different browser from the one you signed up in. For your security, the password you chose at sign-up wasn't kept. Set it again on the **Set a password** step, or skip it and sign in with email links. ## Why can't I connect Stripe during setup? Only the firm's owner can connect Stripe, because payouts go to their bank. Ask the owner to connect it from **Payments**. See [Connect Stripe](https://oneform.si/help/payments/connect-stripe/). Was this article helpful? [← PreviousWelcome to OneForm](https://oneform.si/help/getting-started/welcome-to-oneform/)[Next →From your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/) ## Related articles [Welcome to OneFormWhat OneForm does for your firm, how a form becomes a report, and where to find everything.](https://oneform.si/help/getting-started/welcome-to-oneform/)[From your first form to your first reportBuild a form, publish it, fill it in yourself, then review and send the report OneFormAI drafts from your answers.](https://oneform.si/help/getting-started/your-first-form-to-first-report/)[Team and accountInvite your teamInvite colleagues to your firm by email, choose their role, and manage invites that haven't been accepted yet.](https://oneform.si/help/team-and-account/invite-your-team/)[PaymentsConnect StripeConnect your firm's own Stripe account so clients can pay for reports and calls, with the money going straight to you.](https://oneform.si/help/payments/connect-stripe/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support) [Overview](https://oneform.si/help/) Topics - [Getting started](https://oneform.si/help/getting-started/) - [Welcome to OneForm](https://oneform.si/help/getting-started/welcome-to-oneform/) - [Set up your firm](https://oneform.si/help/getting-started/set-up-your-firm/) - [From your first form to your first report](https://oneform.si/help/getting-started/your-first-form-to-first-report/) - [Find your way around](https://oneform.si/help/getting-started/find-your-way-around/) - [Sample forms](https://oneform.si/help/getting-started/sample-forms-and-data/) - [Use OneForm on your phone](https://oneform.si/help/getting-started/use-oneform-on-your-phone/) - [Search and keyboard shortcuts](https://oneform.si/help/getting-started/search-and-keyboard-shortcuts/) - [Sign in to OneForm](https://oneform.si/help/getting-started/sign-in-and-two-step/) - [Forms](https://oneform.si/help/forms/) - [Sharing and embeds](https://oneform.si/help/share/) - [Responses and leads](https://oneform.si/help/responses-and-leads/) - [Reports](https://oneform.si/help/reports/) - [Payments](https://oneform.si/help/payments/) - [Bookings](https://oneform.si/help/bookings/) - [Workflows](https://oneform.si/help/workflows/) - [Integrations](https://oneform.si/help/integrations/) - [Emails and notifications](https://oneform.si/help/emails-and-notifications/) - [Team and account](https://oneform.si/help/team-and-account/) - [Plans and billing](https://oneform.si/help/billing/) - [Privacy and security](https://oneform.si/help/privacy-and-security/) - [Troubleshooting](https://oneform.si/help/troubleshooting/) For your clients - [For your clients](https://oneform.si/help/for-clients/) [Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)