- Studio & team → Create studio with your firm's name.
- Settings → Business details for quotations: name as on your GST certificate, GSTIN, state, address.
- Deposits: your UPI ID, bank details, or your own Razorpay/Instamojo/Cashfree page, and the Deposit on acceptance (%).
- Terms and conditions, one per line (or Use the standard terms), and how many days quotations are valid.
- Reviews: your Google review link.
- Default site location and Units.
The dashboard's getting-started checklist ticks these off as you go.