> For the complete documentation index, see [llms.txt](https://requiply.gitbook.io/requiply-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://requiply.gitbook.io/requiply-docs/knowledge/get-started/first-setup-checklist.md).

# First setup checklist

The order to set Requiply up in, from registering an account and adding your first items to sending an invoice and claiming the trial bonus.

Follow this path to move from a new account to your first useful Requiply workflow.

## 1. Register your account

Create your account at [app.requiply.com/register](https://app.requiply.com/register) with an email and a password, or with your Google account.

* If the email already has a Requiply account, the form stops with *This email is already registered — Log in with your existing account instead* and opens the login page.
* If you are already signed in, the register and login pages take you straight into the app.

On a wide screen, the register page lists what is inside Requiply next to the form, and the login page shows three rotating tips about features worth trying.

{% hint style="info" %}
**Joining an existing organization?** Don't register. Open the invitation email your admin sent — *"{name} invited you to join {organization} on Requiply"* — and click **Accept invitation** to set your name and password. See [Accounts](/requiply-docs/knowledge/settings/organization-settings/accounts.md#inviting-a-team-member).
{% endhint %}

After registration, Requiply starts the mandatory organization setup. This setup creates the basic workspace details the app needs before your team can use the full product.

## 2. Complete mandatory setup

Mandatory setup has two steps, **Organization** and **Account**. A progress bar above the form fills in as you complete the fields, with the percentage shown over it. It reaches 80% once every field is filled and completes when you click **Finish**. Click a finished step on the bar to go back to it.

**Organization** — *Tell us about your business.*

* Under **Business info**:
  * **Organization name**: The name of the company or rental operation using Requiply.
  * **Industry**: The kind of rentals your business runs. Required, and chosen only here: it cannot be changed later in Settings.
* Under **Settings**:
  * **Currency**: The currency used for pricing, bookings, and invoices. It is preselected as UAH when Requiply is in Ukrainian and USD otherwise.
  * **Web code**: The public code in your [client portal](/requiply-docs/knowledge/client-portal/client-portal.md) address, `portal.requiply.com/<web code>`.

Click **Next** to move on.

**Account** — *How can we call you?*

* **Admin first name**: The first name of the initial workspace administrator.
* **Admin last name**: The last name of the initial workspace administrator.

Click **Finish**. When this setup is complete, the full Requiply app becomes available.

Each industry in the list comes with examples, so you can find the closest fit:

| Industry                   | Examples                                               |
| -------------------------- | ------------------------------------------------------ |
| **AV, photo and video**    | Cameras, lighting, sound, podcast gear                 |
| **Events and party**       | Installation, stage equipment, tents, furniture, decor |
| **Construction and tools** | Machinery, scaffolding, power and garden tools         |
| **Sports and outdoor**     | Ski, bike, SUP, camping gear                           |
| **Vehicles**               | Cars, scooters, campers, boats, trailers               |
| **Clothing and costumes**  | Dresses, suits, costumes, accessories                  |
| **Kids, toys and games**   | Baby gear, toys, board games, inflatables              |
| **Medical and mobility**   | Wheelchairs, mobility aids, rehab equipment            |
| **Other**                  | My industry is not listed                              |

## 3. Open the setup guide

Go to [app.requiply.com/setup-guide](https://app.requiply.com/setup-guide) to continue the recommended onboarding flow.

The setup guide is not required to unlock the app, but it walks you through the fastest way to understand Requiply and prepare a working rental flow. Completing the guide also unlocks **+7 extra free trial days**, extending the free trial to **21 days total**.

## 4. Add your first items

Add at least two inventory items. These are the products or assets your clients will book and your team will bill for.

Start with real items from your rental catalog so the rest of the setup reflects how your business actually operates.

## 5. Fill organization info

Complete your company details, logo, and contact information.

Requiply uses this information on invoices, your website built with the website builder, emails, and other places where organization details appear.

## 6. Create two bookings

Create two bookings to see how the calendar and availability rules work.

The first booking reserves a time slot. The second booking shows how Requiply updates availability and blocks conflicting selections when the same inventory is already reserved.

## 7. Generate an invoice

Open one of the bookings you created and generate an invoice from it.

This shows how bookings move into the billing flow and helps your team confirm that organization details, client details, items, pricing, and invoice output are ready for real customers.

## 8. Claim the trial bonus

After completing the setup guide, claim the bonus trial extension.

The bonus adds **+7 free trial days**, giving your organization **21 free trial days in total**.

When you are ready to pay, subscribe on [Billing & plans](/requiply-docs/knowledge/settings/organization-settings/billing.md) at **Settings → Organization → Billing & Plans**. Subscribing ends the trial immediately: unused trial days, bonus days included, are not added to the paid period.

## Optional: install the mobile app

The setup guide ends with an optional **Take Requiply with you** step, marked **Optional** rather than numbered — it is not required to finish the guide or claim the trial bonus.

The step links to the Requiply mobile app on both stores with the official store badges, in English or Ukrainian to match your language:

* [App Store](https://apps.apple.com/au/app/requiply/id6760997588)
* [Google Play](https://play.google.com/store/apps/details?id=com.requiply.app), out of beta since September 2026

Use the app for bookings, QR scanning, inventory, clients, pickups, and returns while you are away from a desk.

## Finding your way while you work

Four things help you through the steps without keeping the guide open:

* [**Dashboard**](/requiply-docs/knowledge/dashboard/dashboard.md)**.** Once the guide is complete, signing in lands on the Dashboard — today's pickups and returns, overdue bookings, and the month's figures. Each user can pick a different **Startup page** on their Account page.
* **In-page hints.** While a setup step is still pending, Requiply points at the control that step expects you to use — for example a hint reading *"Generate your invoice here"* next to the export button on the bookings table. Dismiss a hint with **Got it** and it stays hidden on that device.
* [**Requiply Assistant**](/requiply-docs/knowledge/requiply-assistant/assistant.md)**.** The star icon in the top bar opens the built-in assistant, which answers setup questions from this documentation on any page of the app.
* [**Notifications**](/requiply-docs/knowledge/notifications/notifications.md)**.** A red badge on your avatar counts unread release notes, tips, and announcements from the Requiply team. Click your name to read them.