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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 Get Started.
  2. Enter your email address and create a password, or sign up with Google.
  3. Check your inbox for a verification email and click the confirmation link.

Once verified, 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. grams/millilitres or ounces/fluid ounces
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You can change your regional settings later in Settings > Preferences.

3. Tell us about your business​

You'll be asked to provide:

  • Business name - the name of your cafe, restaurant, bakery, or group.
  • 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).
  • 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.
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Choose your business name carefully - it appears on reports, exports, and any shared links. You can change it later in Settings > Profile.

4. Connect your POS (optional)​

If you use a point-of-sale system, you can connect it during onboarding. This unlocks features like automatic sales data sync and margin analysis. You can skip this step and connect later from Settings > Integrations.

5. Set up your locations​

Add the locations where your business operates. If you connected a POS in the previous step, your locations may already be imported.

6. Connect your accounting software (optional)​

Link your accounting software (e.g. Xero) to streamline invoice processing and cost tracking. You can skip this step and connect later from Settings > Integrations.

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, suppliers, and menus. 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.
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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 can sign up with their own credentials and will 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.