
Before you start
DRX is in early access. These steps cover the desktop web beta for accounts with access. Staff should use their business invitation, not create another owner account. Have your business name, location, currency, time zone, and approved tax settings ready. Do not record practice sales in your real business records.Sign in or create an owner account
- Open the DRX sign-in page supplied with your access invitation.
- Sign in with your existing account. When a sign-in screen says Username or email, use either identifier already attached to that account.
- If you are the owner and do not have an account, follow the owner registration link in your invitation. Complete the checks shown on screen.
- If you have not received access, use the early-access waitlist. A registration page does not guarantee admission to the beta.
Set up your business
- At Welcome to DRX, choose Set Up My Business.
- Enter Full name and Business name. Use Continue to move through setup.
- Choose your business type. Check Location name, City, State or region, and Country.
- Check Currency and Time zone. If you collect sales tax, choose Yes and enter your approved Tax rate (%).
- Choose whether to track Inventory. Choose Invite someone now only if you are ready to send an invitation; otherwise choose I’ll do this later.
- At Review your setup, use Edit for corrections. Choose Create My Workspace once and wait for the result.