Getting started

Set up your profile

Your display name and email come from your account. Here you can change your login email or password and add your bio, Instagram, and website.

Connect your calendar

Subscribe to your Agency OS calendar in Apple Calendar, Google Calendar, or Outlook. Every job with a date then appears in your own calendar automatically.

Enter your business details

Add your company name, address, tax number, VAT ID, and default VAT rate. This appears on every invoice, quote, and document — and Agency OS applies the correct tax rate for you.

Add your agency (optional)

Represented by an agency? Turn on Agency and enter their billing address and your commission. Invoices are then issued through your agency and your commission is deducted automatically.

Add your bank account

Enter your IBAN and BIC. They appear on every invoice — and your SEPA “Scan to pay” QR code is generated from them, so clients can pay in one tap.