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
- Head to brik.ly and click Get Started.
- Enter your email address and create a password, or sign up with Google.
- 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
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.
Choose your business name carefully - it appears on reports, exports, and any shared links. You can change it later in Settings > Profile.
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 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).
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:
- Go to Settings > Team.
- Click Invite Member.
- 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.
- Click Send Invitation. They'll receive an email with a link to join your account.
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.