Setting up your account: welcome guide, payment method and free trial

Getting started with Uelta takes a few minutes. These are the steps, from signing up to having your panel ready to sell.

1. Create your account

On uelta.com, go to Free trial, enter your business name, your name, your email and a password (at least 8 characters), accept the terms and click Create my account. It takes a minute: your account is created instantly and you go straight into your panel, with no email to wait for. The phone is optional, and the rest of your details (address, tax ID, venues) can be completed later in the panel. If in some case it cannot be created automatically, we review your details and email you the access as soon as it is ready.

2. Next time you log in

You always log in at manage.uelta.com (the Log in button on uelta.com) with your email and the password you chose. If you can't remember it, see I forgot my password. If we created your account for you (for example, after reviewing your details), you get an email with the Choose password and log in button; the link lasts 7 days and, if it doesn't arrive, check your spam folder or write to us at support@uelta.com.

3. The welcome guide

The first time you log in, a full-screen guide asks you a few questions and sets up your panel for your business. It takes two minutes and everything can be changed later:

1. Welcome: your business name and, if you like, your logo. Click Start.
2. Your business: choose your type of business. Based on it we suggest features, opening hours and first products.
3. How you work: how many venues you have, whether you sell tickets or bookings online, whether you take payments at the counter, and your opening hours.
4. What you'll use: the features you want in the menu. The ones businesses like yours usually use come ticked; anything you don't tick won't appear in the menu.
5. First products: a set of suggested products so you can start selling. Change the name or price (VAT included), untick the ones you don't want and click Set up my panel.
6. Payment method: we explain how the free trial works.
7. Done: you see everything we have set up. Click Go to my panel.

If you'd rather do it yourself, click Not now, I'll do it myself. You can open the guide whenever you like from Settings → General and brand, under Setup assistant, with Open the assistant; it doesn't delete anything you already have. Only the account administrator sees the welcome guide.

4. Add your payment method and start the trial

Like any app, Uelta needs a card on file: until you add it, the panel cannot be used. The Start your free trial screen sums it up:

• 7 days free with every feature, no limits, from the moment you add the card. The screen shows the day your trial ends.
• Nothing is charged today: you pay nothing during the trial.
• On day 8, when the trial ends, the Basic plan (with any features you have added) is charged automatically, and then every month. You can add more features whenever you need them.
• No minimum term: cancel whenever you like from Plan & billing. If you cancel during the trial, nothing is charged; amounts already charged are not refunded.

Click Add payment method, tick “I have read and accept the Terms and the Privacy Policy” and click Continue to Stripe. Stripe's secure page opens; Stripe is Uelta's payment provider and Uelta never sees your card numbers. When you return to the panel you will see a notice that your trial has started.

Only the account administrator can add the card. The rest of the team will see who has to do it and can use the panel as soon as it has been added.

5. Start selling

On Home you have the Getting started list with what's left: your venue details and full opening hours, your first capacity and resources, and your first product. Click each step to go to its screen. Your subscription, features and invoices are in Plan & billing, in the menu under your photo at the top right.

If your account has a contract

Some large companies work with a contract that Uelta prepares for them. In that case you don't see the trial screen: the setup is in Plan & billing → My subscription, in the Setting up your account list. You add the payment method (card or bank account with SEPA direct debit), sign the contract and, for your company details, simply upload the documents (the representative's ID document and the deed, power of attorney or nota simple), tick the two boxes and click Send to Uelta for review. The payment method and the signature have a 30-day deadline. Uelta reviews the documents and lets you know by email.

If you have questions about your account, email us at info@uelta.com. For any technical problem, write to support@uelta.com.