> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usesolari.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete onboarding

> If you've created your team from scratch, we'll need a few details from you before completing your set up. 

## Enter your team name

After creating your account you'll be prompted to enter your Solari team name.

<img src="https://mintcdn.com/solari/tdcNYDHkOR4KsH_a/images/team_name.png?fit=max&auto=format&n=tdcNYDHkOR4KsH_a&q=85&s=f5ee2f170f0271c0f101d4fd7d0d188f" alt="Team Name" width="1343" height="789" data-path="images/team_name.png" />

Hit `Next` to save the team name.

## Invite team members (optional)

Add other team members to Solari. You can add team members in two ways:

<img src="https://mintcdn.com/solari/tdcNYDHkOR4KsH_a/images/invite_members.png?fit=max&auto=format&n=tdcNYDHkOR4KsH_a&q=85&s=cbe8559ea41ba5909acea63db94bdec1" alt="Invite Members" width="1962" height="1218" data-path="images/invite_members.png" />

<AccordionGroup>
  <Accordion title="Invite via access code" icon="sparkles">
    1. Copy the 6-digit access code (tapping the copy icon will add this to your clipboard)
    2. Send that access code to your team members. They can use that to [join your team via 6-digit access code](https://docs.usesolari.ai/quickstart#joining-an-existing-team). 
  </Accordion>

  <Accordion title="Invite by email" icon="sparkles">
    1. Tap "Invite by email"
    2. Enter the email address of the member you'd like to add to the list (one at a time). 
    3. Tap "invite" to send the invitations to each member of the list. They can then join your team via email. 

           <img src="https://mintlify.s3.us-west-1.amazonaws.com/solari/images/send_invites-1.png" alt="Send Invites 1" />
  </Accordion>
</AccordionGroup>

Tap "Next" to get complete your Solari set up.

## Billing, Trials, and Access

<Info>
  The primary method of accessing Solari is *either* starting a 7d free trial, or starting a subscription later. \
  \
  In the event you cannot enter your card information to start a trial or subscription, you can grab time on the Solari calendar for a member of our team to meet you in person and complete your set up. \
  \
  Users without a card will *have* to have a calendar event booked before they're able to continue in Solari.
</Info>

There are 3 ways to complete your Solari set up:

<AccordionGroup>
  <Accordion title="Starting a 7 day free trial ">
    <Tip>
      Your billing information will always be available in your [settings](https://app.usesolari.ai/settings). \
      \
      You can always cancel your subscription via `Manage Billing` . By cancelling your subscription before your free trial ends, you will have access to Solari until your free trial expires. 
    </Tip>

    <img src="https://mintcdn.com/solari/tdcNYDHkOR4KsH_a/images/Screenshot2026-01-26at8.23.47PM.png?fit=max&auto=format&n=tdcNYDHkOR4KsH_a&q=85&s=ecf21ddee0b57f3f0caec8c78b03f039" alt="Screenshot2026 01 26at8 23 47PM" width="1114" height="772" data-path="images/Screenshot2026-01-26at8.23.47PM.png" />

    1. Select the 7-day free trial option.
    2. Click `Start your 7-day free trial` to continue to our secure Stripe checkout.
    3. Enter your payment details to activate your free trial. **You won’t be charged until the trial ends and your subscription begins.**\
       \
       You can always access your billing information in your [settings page](https://app.usesolari.ai/settings) throughout your free trial. You'll still have access to Solari during your free trial after cancelling. \
       \
       4\. Once your payment method is securely validated, we’ll automatically grant access to Solari. **You may see a brief loading indicator while we complete this step.**
  </Accordion>

  <Accordion title="Starting a subscription">
    <Info>
      Your billing information will always be available in your [settings](https://app.usesolari.ai/settings). \
      \
      You can always cancel your subscription via `Manage Billing` . By cancelling your subscription before your free trial ends, you will have access to Solari until your free trial expires. 
    </Info>

    <Tip>
      Skip the trial and save 20% on your monthly subscription.
    </Tip>

    <img src="https://mintcdn.com/solari/tdcNYDHkOR4KsH_a/images/subscribe.png?fit=max&auto=format&n=tdcNYDHkOR4KsH_a&q=85&s=26aeccc0166c42992dfa3412e9fb92de" alt="Subscribe" width="586" height="401" data-path="images/subscribe.png" />

    1. Select the 20% discount option to start a subscription right away.
    2. Click `Start subscription` to continue to our secure Stripe checkout.
    3. Securely enter your payment details to activate your subscription via Stripe. **The 20% discount will be applied automatically.**
    4. Once your payment method is securely validated, we’ll automatically grant access to Solari. **You may see a brief loading indicator while this completes.**
    5. You can review or update your billing details at any time from the **Billing**  section in your [settings](https://app.usesolari.ai/settings).
  </Accordion>

  <Accordion title="Booking time with the team">
    <Warning>
      The primary way to access Solari is by starting a free trial or subscription.

      If you’re unable to start a free trial right away, you can **schedule time with our team** to get set up. Once your appointment is confirmed, we’ll grant you access to Solari for a **7-day free trial**.\
      \
      To continue using Solari beyond the trial, onboarding is completed during your scheduled meeting with our team to ensure everything is set up correctly.
    </Warning>

    <img src="https://mintcdn.com/solari/tdcNYDHkOR4KsH_a/images/booktime.png?fit=max&auto=format&n=tdcNYDHkOR4KsH_a&q=85&s=952645236f75b1b1a1b80917ee986716" alt="Booktime" width="586" height="401" data-path="images/booktime.png" />

    1. Click **“Get set up anyway”** to open our team’s calendar in a new tab.
    2. Choose a time that works for you (ideally within the next 7 days). **We’ll complete your onboarding during this meeting.**
    3. Once your appointment is confirmed, you’ll be granted access to Solari for a **7-day free trial**.
    4. At any time, you can visit [**Settings**](https://app.usesolari.ai/settings)\*\* → Billing\*\* to start a self-serve free trial or subscription.
  </Accordion>
</AccordionGroup>
