Video tutorials
Short videos for the things you'll do every day. Each one walks through the real app, start to finish, in about a minute.
We're recording these now — the first ones land shortly. In the meantime, message us on WhatsApp and we'll walk you through any of it personally, on a call if that's easier.
Message us on WhatsApp01
Register your business
Create your PocketSales account with Google or with an email and password, and land on your dashboard.
02
Add your first client
Add a shop to your client list with its address, phone and credit limit, so you can start taking orders against it.
03
Add a product with a tax rate
Set up a product with its price and tax rate, so every order calculates tax correctly without you doing the maths.
04
Take your first order
Pick a client, add items, watch the total and tax build up, and share the confirmation on WhatsApp.
05
Import your clients from Excel
Bring hundreds of existing clients in from a spreadsheet in one go, instead of typing them in one at a time.
06
Record a payment
Log a payment against an order in cash, bank transfer or cheque, and watch the outstanding balance update.
Can't find what you need?
Tell us what you were trying to do and we'll record it next — that's genuinely how this list gets decided.