# Your first week with Mays

A step-by-step plan for your first week — locations, your team, your first checklist, Square or 7shifts, and the mobile apps — with where to find each in Mays.

For: Admins · On: Web · [Help Center](https://www.mays.app/help) › [Getting started](https://www.mays.app/help/getting-started) · Last updated October 4, 2026 · Mays Team

A suggested order for setting Mays up after you [create your account](https://www.mays.app/help/getting-started/create-your-account). Each step says where to find it on the web and links to the full article.

You don't have to do it all at once, and nothing here is locked in — you can change every setting later. Everything below happens in the web app at go.mays.app as an admin.

## Day 1: your locations

1. Go to **Locations & Users → Locations** and open the location you created at sign-up. Check its address, **Timezone** and **Phone**, and add the location's **Email**.
2. Click **Add Location** for each of your other stores.

Details: [Add and manage locations](https://www.mays.app/help/team-roles/add-and-edit-locations).

## Day 1–2: your team

1. Decide who should be an **Admin** (everything, every location), a **Manager** (their own locations) or an **Employee** (the mobile app only). [Roles and permissions](https://www.mays.app/help/team-roles/roles-and-permissions) explains what each can do.
2. Add your managers first: **Locations & Users → Users → Add User**. They get an email to set their password, and can then add their own staff.
3. Add employees one by one the same way, or bring a whole staff list in at once with **Import employees** on the same page.

Employees get a text message with a link to the app and sign in with their phone number — no password to remember. Details: [Add and invite team members](https://www.mays.app/help/team-roles/add-team-members) and [Import employees from a spreadsheet](https://www.mays.app/help/team-roles/import-employees).

## Day 2–3: your first checklist

Start with the one list every store runs — opening or closing.

- **Already have checklists on paper, in Word, Excel or PDF?** Let Mays AI turn them into templates. The first time you opened the web app you were taken to **Mays AI Onboarding**; to go back, click **Continue** on the **Finish setup with Mays AI** banner on the dashboard, or **Import from Document** on **Tasks → Templates**. Upload a file (PDF, photo, Excel, Word, CSV or text) or type your list, review the drafts on the right, and approve them. This uses AI credits. See [Set up faster with the AI setup assistant](https://www.mays.app/help/ai-automation/ai-setup-assistant).
- **Starting from scratch?** Go to **Tasks → Templates** and click **Create Template**.

![Mays AI Onboarding: the chat where you upload existing checklists on the left and the Drafts list you approve on the right](https://mays-uploads.s3.us-east-2.amazonaws.com/site/help__getting-started-checklist__01-mays-ai-onboarding.74149cdf51.png)

Then have one person at one store run it for a day before you roll it out everywhere.

## Day 3–4: connect your POS or scheduling tool

If you use **Square** or **7shifts**, connect them from **Integrations** in the sidebar: find the service under **Add Integration** and click **Connect**.

- **Square** — choose the Mays **Location**, click **Connect with Square**, and approve the connection on Square's site. Once the location is linked to your Square location, Mays brings in its last 30 days of sales in the background, so tips in your pay periods start with that history.
- **7shifts** — enter your 7shifts **Company ID** and an **Access Token** from 7shifts' developer tools, then click **Connect & Sync**.

Connecting is for admins; managers can connect Square for the locations they manage.

## Day 4–5: get everyone on the apps

Ask your team to install the app — **Mays Operations** on the App Store, **Mays** on Google Play — and sign in with their phone number. See [Installing the Mays apps](https://www.mays.app/help/mobile-apps/install-the-apps).

## Along the way

- **Getting lost?** [Finding your way around the web app](https://www.mays.app/help/getting-started/finding-your-way-around) explains the sidebar and the location switcher.
- **Ask Mays AI** — the round button in the bottom-right corner of every web page answers questions about your operations.
- **Your trial** — every new organization gets 30 days with all plan modules on. Some modules, such as scheduling and inventory, depend on your plan after that; see **Settings → Billing**.
- **Stuck?** Click **Help** at the bottom of the sidebar to open a support ticket, or send a [support request](https://www.mays.app/contact?topic=support) from our contact page.

## Related articles

- Getting started: [Create your Mays account](https://www.mays.app/help/getting-started/create-your-account) — Sign up for Mays in four short steps — owner login, a text-message code, your business and your first location — and start a 30-day free trial with no credit card.
- Team & roles: [Add and manage locations](https://www.mays.app/help/team-roles/add-and-edit-locations) — Add your stores to Mays, keep their address, phone, email and time zone up to date, and find each location's billing, phone receptionist and scheduling settings.
- Team & roles: [Add and invite team members](https://www.mays.app/help/team-roles/add-team-members) — Add people on the web or from the app. Employees get a text with a link to the app; managers and admins get an email to set a password. Plus resending invites and checking delivery.
- Team & roles: [Import employees from a spreadsheet](https://www.mays.app/help/team-roles/import-employees) — Bring your whole staff list into Mays at once — paste or upload an export from your POS or payroll, check the rows Mays AI finds, and import them into a location. No invitations are sent.
- Team & roles: [Roles and permissions](https://www.mays.app/help/team-roles/roles-and-permissions) — What the built-in Admin, Manager and Employee roles can do, how location access works, and how to build a custom role from individual permissions.
- Mobile apps: [Installing the Mays apps](https://www.mays.app/help/mobile-apps/install-the-apps) — Get the Mays app on iPhone, iPad or Android — where to download it, which phones it runs on, what it asks permission for, and how to sign in the first time.
- Getting started: [Finding your way around the web app](https://www.mays.app/help/getting-started/finding-your-way-around) — A tour of the Mays web app — the sidebar and what's in each section, the location switcher, locked modules, your profile, Mays AI and where to get help.
- AI & automation: [Set up faster with the AI setup assistant](https://www.mays.app/help/ai-automation/ai-setup-assistant) — Upload the checklists you already use, in PDF, Word, Excel or a photo, and Mays AI drafts your checklist templates, departments and roles for you to review and save.

## Still need help?

Send us a support request and a real person on the Mays team will get back to you.

[Contact support](https://www.mays.app/contact?topic=support) · [Call +1 (561) 286-3939](tel:+15612863939)

Canonical: https://www.mays.app/help/getting-started/getting-started-checklist