Getting Started: Creating Your Account and Business

Welcome to Folio Anywhere! This article walks you through creating your account and setting up your business for the first time. The whole platform is available in English, Spanish, and French. You can switch languages from the top menu at any time.

1. Sign up

Go to folioanywhere.com/signup and create your account with your name, email, and a password, or continue with Google or Microsoft. You will need to agree to the Terms of Service and Privacy Policy to continue.

2. Confirm your email

Check your inbox for a confirmation email and click the link inside it. You will not be able to continue until your email is confirmed.

3. Set up your business

Once confirmed, you will land on the setup screen. Enter your business name, your business type (Hotel, Motel, RV Park, or Other), and a phone number and address if you have them. The address and VAT number are optional, and you can add or change them later from Settings, Business profile.

Your account belongs to exactly one active business at a time. If your business already has a Folio Anywhere account, you can choose “Or join an existing business” instead, enter the owner’s email, and wait for the owner or super user to approve your request.

4. Connect a payment provider

Right after you create your business, you will see a “You’re all set, one more step” screen. Connect Stripe or Square so you can start collecting payments, or choose “Skip for now” and do it later from Settings, Payments. See Connect Stripe or Square So You Can Get Paid for the full instructions.

5. You’re in!

You will land on your Home page, where you can create your first folio, view your reports, read the blog, or open the Help Center. From the Folios list you can start creating and sending folios right away.

Next steps: Connect Stripe or Square So You Can Get Paid, Creating, Sending, and Getting Paid on a Folio, and Team Members and Roles.