> ## Documentation Index
> Fetch the complete documentation index at: https://reseller-docs.wamatrix.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick start

> Set up your platform, configure the required settings, and onboard your first tenant in five steps.

<Steps>
  <Step title="Set up your white-label brand" icon="palette">
    Make the platform look like yours before anyone sees it.

    <CardGroup cols={3}>
      <Card title="Branding" icon="image" href="/pa/branding#system-core-settings">
        Company name, logo, favicon, and other branding options.
      </Card>

      <Card title="Email" icon="mail" href="/pa/branding#sender-identity-smtp">
        Sender identity and SMTP, plus the [email layout](/pa/branding#email-layout) used for tenant emails.
      </Card>

      <Card title="Legal" icon="scale" href="/pa/branding#legal">
        Terms and Privacy Policy links, shown during tenant registration.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Set up your currency" icon="coins">
    Open [**Setup → Currency**](/pa/currency-setup#set-the-base-currency) and enter the **Currency Name**, **ISO Code**, and **Symbol**.

    <Warning>
      Enter the correct currency details before creating plans. The [**ISO Code cannot be changed once a tenant has an active subscription**](/pa/currency-setup#what-you-can-and-cannot-change-later).
    </Warning>
  </Step>

  <Step title="Create your plans" icon="layers">
    Open [**Plans**](/pa/plans-and-pricing#create-a-plan) and create the plans you want to offer.

    Set the [**plan name, price, billing period, features, and limits**](/pa/plans-and-pricing#before-you-start) for each one.
  </Step>

  <Step title="Set up billing and payments" icon="wallet">
    <CardGroup cols={2}>
      <Card title="Payment gateways" icon="credit-card" href="/pa/billing-and-payouts#payment-gateway-settings">
        Add credentials for the gateways you want to enable for tenants.
      </Card>

      <Card title="Company information" icon="building" href="/pa/billing-and-payouts#company-information">
        The company details shown on invoices.
      </Card>

      <Card title="Invoice settings" icon="receipt" href="/pa/billing-and-payouts#invoice-settings">
        Invoice prefix, starting number, footer notes, and whether tax applies.
      </Card>

      <Card title="Taxes" icon="percent" href="/pa/billing-and-payouts#taxes">
        Tax name, rate, type, currency, and description — if tax is enabled.
      </Card>
    </CardGroup>
  </Step>

  <Step title="Onboard your first tenant" icon="user-plus">
    <CardGroup cols={2}>
      <Card title="Tenant settings" icon="settings" href="/pa/onboarding-a-sub-tenant#registration-verification-settings">
        Registration, email verification, welcome emails, and registration success emails.
      </Card>

      <Card title="Bot protection" icon="shield" href="/pa/onboarding-a-sub-tenant#bot-protection">
        Google reCAPTCHA or Cloudflare Turnstile on the registration form.
      </Card>

      <Card title="Social login" icon="key-round" href="/pa/onboarding-a-sub-tenant#social-login">
        Let tenants register or sign in with Google or Facebook.
      </Card>

      <Card title="Create a tenant" icon="user-plus" href="/pa/onboarding-a-sub-tenant#adding-a-tenant">
        Open **Tenants**, create your first tenant account, then assign a plan.
      </Card>
    </CardGroup>
  </Step>
</Steps>

## What's next

<Columns cols={2}>
  <Card title="Connect WhatsApp" icon="message-circle" href="/pa/channels#whatsapp">
    Configure your Meta app so tenants can connect their WhatsApp Business Account.
  </Card>

  <Card title="Manage tenants" icon="building-2" href="/pa/managing-customers">
    Find, view, impersonate, and manage tenant workspaces.
  </Card>
</Columns>