Work through these in order - each step depends on the one before it. Everything lives under Settings in the sidebar unless noted otherwise.
1. Company and currency
Settings → General holds your business name, contact details, and the billing currency. Set the currency before you create plans: it determines how prices, invoices, and receipts are displayed across the workspace.
2. Routers
Add each MikroTik under Network → Routers and complete the onboarding steps shown for the router. Then check its Status and Last Seen in Routers; see Router health and diagnostics if it does not report online.
3. Plans
Create the packages you sell under Finance → Plans, choosing the service type (Hotspot, PPPoE or Static), price, validity, and device limit for each. See Plans.
4. Payment methods
Enable the collection methods you accept under Settings → Payment Gateways and enter the credentials for each provider. See Payment gateways.
5. Hotspot portal
If you sell prepaid hotspot access, configure the captive portal under Settings → Portal and Settings → Hotspot Portal Settings - branding, login options, and the plans shown to walk-in customers. See Hotspot portal.
6. Notifications
Set up your SMS and messaging sender under Settings → Notification Setup, then review the wording of each message under Settings → Notification Templates. See Messaging and campaigns.
7. Staff and permissions
Create staff accounts under User Group → Users and grant each person only the areas they need. Restricted staff do not see menu items they cannot use.
8. Confirm the first customer end to end
Create a test subscriber under Customers → All Customers, take a payment, confirm an invoice is issued and the account activates, then confirm the router session comes up. That single pass exercises routers, plans, billing, and the portal at once.