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. You will be taken to the Hospitality Anywhere sign-in page, which is also where new accounts are registered. Click “Create a new account”, then enter your email, first name, and last name. You can also continue with Google instead.

2. Confirm your email

Check your inbox for a “Verify email” message and click the link inside it. Confirm your address, then choose a password for your account. You will not be able to continue until your email is confirmed.

The first time you sign in to Folio Anywhere, a “Before you continue” screen asks you to accept the Terms of Service and Privacy Policy. Check “I agree to the Terms of Service and Privacy Policy” and click “Continue”.

3. Set up your business

Next you will land on the “Set up your business” page. Everything is on this one page: enter your business name, a business phone number (optional), your business type (Hotel, Motel, RV Park, or Other), and your address, state/province, and postal code. Your country is filled in from the state or province you pick. For a business in Canada, a VAT number field (optional) also appears. You can add or change any of these later from Settings, Business profile.

Click “Create my business” and your business is ready.

If your business already uses Folio Anywhere, do not create a second one. Ask its owner to invite you, then open the link in the invitation email. You will go straight into the business, with no setup screen at all.

4. Connect a payment provider

Right after you create your business, you will see an “Almost there - one more step” card. Click “Connect Stripe” or “Connect 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 folios right away. Sending, emailing, and printing them becomes available once your payment provider is connected and can accept payments.

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