Your first business is created when you sign up; here you check its details and add more businesses if you need them.
1. Check your first business
- Click Manage at the top of the screen.
- Choose your business in the list and open General.
- Check the Name and the Website.
- Choose Where does revenue come from?:
- Webshop (orders): you sell products online.
- Courses: you sell courses or trainings.
- Services (requests, invoicing per client): customers contact you or request a quote.
- Optionally fill in the Goal of this business, for example "More sales through SEO and ads".
- Click Save changes.
2. Why the revenue model matters
The revenue model decides what Metrara measures as success and which tabs you get. A webshop gets E-commerce with orders, products and customers. A service business focuses on requests and leads. Choose the model that describes how you earn most of your money.
3. Add another business
- Go to Manage.
- Click Add a new business below the list.
- Fill in the name, website and revenue model, and save.
Managing businesses for clients? You can group businesses per client. See Agencies and teams.
Next step
The setup checklist