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Creating your account

Getting started with Brikly takes just a few minutes. This guide walks you through signing up, completing the onboarding flow, and inviting your team.

Sign up​

  1. Head to brik.ly and click Sign up.
  2. Enter your email address, a password and your business name, then click Create account. Or choose Sign up with Google.

You'll be taken straight into the onboarding flow.

Complete the onboarding flow​

The onboarding wizard walks you through a few quick steps to personalise your Brikly experience.

1. Accept the Terms of Service​

Review and accept the Brikly Terms of Service and Privacy Policy to continue.

2. Select your region​

Choose the region that best matches your business (e.g. United Kingdom, United States, European Union, or Australia). This automatically sets your:

  • Currency - e.g. GBP, USD, EUR, AUD
  • Date format - e.g. DD/MM/YYYY or MM/DD/YYYY
  • Tax label - e.g. VAT, Sales tax, GST
  • Measurement units - e.g. kilograms and millilitres, or pounds and US fluid ounces
tip

An owner or admin can change your regional settings later in Settings > Profile, under Regional settings.

3. Tell us about your business​

You'll be asked to provide:

  • First name and Last name - your own name.
  • Business name - the name of your cafe, restaurant, bakery, or group. If you signed up with your email, it's already filled in.
  • Trading name (optional) - if your trading name differs from your registered business name.
  • Business type - select the option that best describes your operation (e.g. Cafe, Coffee shop, Bakery, Restaurant, Bar/pub, Hotel, Food truck, Catering or Other).
  • Year started operating (optional) - when your business began trading.
  • Annual revenue (optional) - helps us tailor your experience.
  • Team size (optional) - how many people work in your business.
  • How did you hear about Brikly? (optional)
tip

Choose your business name carefully - it is shown across Brikly, for example in your account menu and at the top of your Home dashboard. After onboarding, Settings > Profile shows it under Business information, read only: "These details were set during onboarding. To update them, please contact support." See Getting help.

4. Set up your locations​

Add the locations where your business operates. If you use Square or SumUp POS Pro, you can connect it here to fill in your locations for you. This is optional: on a different till, or no till, just add your locations by hand.

5. Start your trial​

The last screen, You're all set!, shows what you have set up. Choose Start your CostingBrik trial to go to Stripe Checkout, where you enter your card. No payment is taken until the trial finishes. If you have an offer code, choose Have an offer code? on this screen first (see Offer codes).

If you signed up for SafetyBrik, which is free, the button reads Set up SafetyBrik instead, and there is no card to enter.

Set up CostingBrik​

Once your trial has started, CostingBrik asks about your till and your accounting software. You can skip both and come back to them later in Settings > Integrations.

Your till (optional)​

Brikly connects to Square and SumUp POS Pro. Connecting one brings in your menu prices and sales, so you can see what each price change really costs you.

If you use a different till, or no till at all, choose Using a different till, or none? Then pick your till from the list, type its name under Other, or choose I don't use a till. Your answer helps us decide which tills to support next. You can change it later in Settings > Integrations.

If your till can export its menu, you can attach the file (CSV, Excel, text or JSON, up to 10 MB) and add a note. A real export shows us how your till lays out its menu. We do not import the file for you.

Without a connected till​

You do not need a connected till to use CostingBrik:

  • Costs come from the supplier invoices you upload.
  • Margins come from the selling price you add to each recipe.
  • What a price change costs you over a year needs weekly sales. Without a connected till, set a weekly sales estimate on your best sellers. See Weekly sales.

Your accounting software (optional)​

Link Xero, QuickBooks or Sage, then send confirmed supplier invoices across as bills from each invoice's page. See Submitting to accounting for how, and Integrations for what each one does.

Invite your team​

You don't have to work alone. Invite team members so they can view recipes, update costs, or manage their own areas of the business.

To invite someone:

  1. Go to Settings > Team.
  2. Click Invite member.
  3. Enter their email address and choose a role:
    • Admin - full access to everything, including team management and settings. Only owners can assign this role.
    • Member - can create and edit recipes and suppliers, and upload invoices. Cannot manage team settings.
    • Viewer - read-only access to recipes, costs, and reports. Ideal for accountants or external advisors.
  4. Click Send invitation. They'll receive an email with a link to join your account.
info

The Owner role is assigned to the person who created the account. Owners have full access to everything, including billing and account settings.

Invited members follow the link in the email, set a password, and land directly in your shared account.

What's next?​

Once your onboarding is complete, you're ready to start building. Head to Navigating the dashboard to learn your way around, or jump straight into CostingBrik if you're keen to start costing recipes.