Business Setup

Set up business details

Add your core business details first so billing, customer records, and outgoing documents start from the right foundation.

Owner/AdminGetting StartedBusiness Setup3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • You are signed in as the owner or admin.

What you'll do

You will enter the business name, contact details, and other basic information Zentive uses throughout the app.

Do this

  1. 1

    Open business settings

    Go to the settings or business profile area first.

  2. 2

    Add the business details

    Enter the business name, contact information, and anything else required on the screen.

  3. 3

    Save and review

    Confirm the details look right before moving on to billing, services, and customer setup.

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Contact Zentive support

Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.

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