Welcome to Brokernote!

This article will walk you though the process of getting onboard with Brokernote. We'll cover the following simple steps:

1. Sign up for an account
2. Set up your organisation
3. Invite your colleagues
4. Purchase and assign licences
5. Reformat your first schedule

Sign up for an account

From our website, follow these steps:

1. Click "Login" in the top navigation
   
2. Click "Sign up" at the bottom of the Sign in box
   
3. Enter your details, including first and last name and email address and password, or click one of the single-sign-on options
   
4. Accept the terms and conditions and create your account
   
   

You'll now be logged into the application and can move to the next step.

Set up your organisation

Once you are logged in for the first time, you'll be prompted to create an organisation:

1. Enter an organisation name
   
2. A "slug" is created automatically
3. Optionally, you can upload your brand logo
4. Click "Create organisation"

Your organisation will now be set up and you can move to the next step.

Invite your colleagues

After setting up your organisation, you can invite your colleagues, or you can skip this step. You'll always be able to invite more people later. To invite them, just enter their email addresses and click "Invite"

Start a trial and assign licences

Once your account and organisation are set up, you're almost ready to go. You just need to start a trial and assign a licence to yourself. You'll be required to enter credit card details, but the trial is obligation free for 30 days and you can cancel any time.

1. Enter the number of licences you require to supply all your colleagues you've invited
2. Choose whether to pay monthly or commit to an annual subscription and save
3. Click "Start 30 Day Free Trial" to complete the purchase in Stripe
4. In the checkout, you can change the quantity and add promotion codes
   
5. Your credit card will not be charged until the trial completes

Once the purchase is completed, you can see the licences available to your organisation and you can activate your own account by moving the licence toggle.

Reformat your first schedule

You are all ready to go. Click on the "Format" menu item in the left sidebar and and upload and reformat your first document:

1. Upload a document to the file box
2. Click "Reformat"
3. Evaluate the Preview
4. Click "Copy"
5. Paste directly into WinBeat

You've done it. Happy reformatting!