Getting started

Set up your account & company

In this first step you set up your access to Prezio and enter your company's basic details. Among other things, these details determine your currency, the default VAT rate and the country of your payout account – so take a moment to record them carefully. You will find the settings in the dashboard under "Company" (company profile + team) and under "Account" (your personal login).

Before you can configure anything, create an account. You can reach the registration via the "Create account" (Register) page.

Step 1 – Registration code (optional): If Prezio is run in invitation mode for you, the "Registration code" field appears right at the top (format PREZIO-XXXX-XXXX). Enter the code you received here. If no code field is visible, registration is open and you can skip this point.
Step 2 – Full name: Your name as the account holder. At least 2 characters.
Step 3 – Email: Your login address. It must be in a valid email format and unique (not already assigned to another account).
Step 4 – Password: At least 8 characters. Choose a strong, unique password.
Step 5 – Accept the DPA & Terms: Tick the box for "Data Processing Agreement (DPA) and Terms". This is mandatory under GDPR Art. 28 – without this tick, registration cannot be completed. The linked documents open in a new tab.
Step 6: Click "Create account". You are then signed in automatically and land directly in the dashboard. Your session stays valid for 7 days, after which you sign in again via "Sign in" (Login).

1.2 Region & currency (the most important field first)

Open "Company" and scroll to the "Company details" card. At the very top is the "Region & currency" block. This one field controls more than you might think at first glance.

Step 1 – Country ("Country"): Select your country of operation from the drop-down menu. Prezio currently supports two countries:
"Germany" (DE)
"United Kingdom" (GB)
Default: Germany (DE). If nothing has ever been selected, the system automatically treats the account as Germany.

To the right of the drop-down menu you immediately see the derived values (the "Currency … · Default VAT …%" line). The country automatically determines three things at once – you do not need to set these separately:

Currency: Germany → EUR (€), United Kingdom → GBP (£). There is exactly one currency per account, and no currency conversion takes place.
Default VAT: Germany → 19% (shown as "incl. 19% VAT"), United Kingdom → 20% (shown as "incl. 20% VAT"). The label also switches automatically with the country.
Country of your Stripe payout account: The selected country determines the country in which your payment/payout account is held at Stripe.

Important: Changing the country later only adjusts labels and defaults. Amounts already recorded are not converted. So set the country correctly right at the start, before you create prices, services or bookings.

Recommendation: Set the country correctly before your first price or Stripe setup and do not change it afterwards. For a German company, simply leave it on Germany.

1.3 Company details

In the same "Company details" card you maintain the general information about your business. Apart from the company name, all fields are optional (marked with "Optional"), but well-maintained data helps your AI agent represent you correctly in customer contact.

Company name ("Company name"): Your display name, e.g. Acme GmbH. Up to 255 characters. This is the central field – be sure to fill it in.
Industry ("Industry", optional): Your line of business, e.g. Beauty & Wellness. Up to 120 characters. Helps tailor the responses.
Slogan ("Slogan", optional): A short sentence describing your company. Up to 255 characters.
Contact email ("Contact email", optional): Public contact address (e.g. hallo@acme.com) – not to be confused with your login email from the Account area. Up to 255 characters.
Phone ("Phone", optional): Your phone number, e.g. +49 …. Up to 50 characters.
Website ("Website", optional): Your web address, e.g. https://acme.com. Up to 500 characters.
Address ("Address", optional): A multi-line field for street, postcode, town, country. Up to 2000 characters.

Step to save: As soon as you change something, the notice "You have unsaved changes" appears at the bottom and the "Save changes" button becomes active. Click it to save. As long as nothing has been changed, the button stays deliberately disabled.

1.4 Imprint / Legal

In the lower section of the same card ("Imprint / Legal") you enter the mandatory legal details. For German companies, this information is usually required for the imprint and the email footer. All fields are technically optional, but should be filled in for DE.

Legal company name ("Legal company name", optional): The full legal name, e.g. Tietz Technology GmbH. Up to 255 characters. (May differ from the display company name above.)
Managing director ("Managing director", optional): Name of the authorised representative, e.g. Henry Tietz. Up to 255 characters.
VAT ID ("VAT ID", optional): Your VAT identification number, e.g. DE123456789. Up to 50 characters.
Commercial register no. ("Commercial register no.", optional): e.g. HRB 12345, Amtsgericht …. Up to 120 characters.

Here, too, you save all changes with "Save changes" at the bottom of the card.

Right at the top of the "Company" page you will find the "Logo & banner" card. These images appear throughout the dashboard.

Step 1 – Logo: Click "Upload logo" (or "Replace logo" if one already exists). Permitted formats: PNG, JPEG or WebP, up to 200 KB. The logo appears in the branding at the top left. Use "Remove" to delete it again.
Step 2 – Banner: Click "Upload banner" (or "Replace banner"). Permitted formats: PNG, JPEG or WebP, up to 2 MB. The banner appears on your dashboard home page. "Remove" deletes it.

The logo and banner are saved immediately on upload – there is no separate "Save" button here.

1.6 Invite team members

Below the company details you will find the "Team" card. Here you invite colleagues who will manage this account together with you.

Only the account holder can manage the team. If you are an invited member, you will see the notice "Only the account holder can manage the team." here.
Member list ("Members"): At the top is the owner (with the "Owner" badge and the addition "(You)"), and below it all active members ("Member" badge). Use the trash-can icon to remove a member again.

How to invite someone:

Step 1: Enter the person's address in the "Email" field (e.g. kollege@firma.com).
Step 2: Click "Invite" (or press Enter). Every invitation is automatically given the "Member" role – this is the only role that currently exists. (There is deliberately no separate role selection; there is no second permission level.)
Step 3 – Invitation link: Immediately after inviting, the blue "Invitation link" box appears. If email sending is set up, the invitation is sent automatically by email (confirmation "Invitation sent by email"). Otherwise this link is the only source – copy it via "Copy" and send it to the person yourself.
Important about the link: The link is shown only once. If you regenerate it (see below), the old link becomes invalid.

Managing pending invitations: Invitations that have not yet been accepted appear under "Pending invitations" with a "Pending" badge and an expiry indicator ("Expires in X days" or "Expires today"). An invitation is valid for 14 days. For each invitation you have:

Copy icon: copies the most recently generated link again (only visible while the link is still available in this session).
Resend (circle icon): generates a new link and resends it by email if applicable. Note: this invalidates the previous link.
"Withdraw": invalidates the invitation.

1.7 Personal account settings ("Account")

Via the "Account" menu item you manage your personal login and your GDPR rights (Art. 15, 17 and 20). This page concerns you as a person, not the company profile.

Profile: Edit "Full name" and your login email. The email is used to sign in and must be unique. Note: If you change the email, the "Current password" field also appears – for security reasons the change is only applied with the correct password. Here you can also see, read-only, "Member since" (the date created) and your "Role" (badge "Admin" or "User").
Password: Use the "Password" card to change your password. You enter the current password, then the new one twice (at least 8 characters; both fields must match). After a successful change you are automatically signed out and must sign in again with the new password.
Data export (GDPR Art. 15 + 20): With "Download export" you download a JSON file containing all data stored about you and your agents – conversations, contacts, leads, bookings, documents and usage records. Without password hash and without third-party data.
Delete account (GDPR Art. 17): In the red-bordered "Delete account" card you request permanent deletion. After confirmation, the account is deactivated immediately; you then have 30 days to revoke the request via the same page (a red banner "Account scheduled for deletion" then appears at the top, with the "Cancel deletion" button). After the 30 days have elapsed, all data is irreversibly deleted; audit-log entries are merely anonymised but retained as required by law.

Tips & pitfalls

Country first, everything else after. The "Country" field is the only knob for currency, the VAT rate and the Stripe country. Switching later does not convert existing amounts – choose correctly while the account is still empty.
Two different emails. The contact email in the company profile is your public address; the email in the Account area is your login. Don't confuse them.
Branding is saved immediately, text fields are not. Logo/banner save automatically on upload. All text fields (company details, imprint) need a click on "Save changes" – otherwise your entries are lost when you leave the page (you are warned by the "You have unsaved changes" notice).
Mind the file limits. Logo max. 200 KB, banner max. 2 MB, in each case only PNG/JPEG/WebP. Larger or other formats are rejected.
The invitation link is shown only once. Note it down or send it immediately. "Resend" generates a new link and invalidates the old one. Invitations expire after 14 days.
Only one team role. Invited members always receive the "Member" role; there is currently no fine-grained permission management. So only invite people you trust with full access to the account.
Only the owner can manage the team. If, instead of the member list, you see the notice "Only the account holder can manage the team", you are an invited member yourself – contact the owner.
Changing your password signs you out. Have the new password ready, as you will have to sign in again immediately afterwards.
Account deletion is reversible – but only for 30 days. Within the deadline the request can be revoked; after that, deletion is final.