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5-Minute Setup Walkthrough

See how to configure your account, import clients, and send the first document request.

📹 Video coming soon — Here's the text version in the meantime:

1

Sign up

Go to visanauta.com/signup/rcic. Enter your name, email, and CICC membership number. After email confirmation, your account is created with status "pending review".

2

Complete your profile

Go to Dashboard → Profile. Fill in your business name, tagline, bio, and upload a professional photo. A complete profile is required for your listing to appear in the client directory.

3

Upload CICC licence

Go to Dashboard → Compliance → CICC Verification. Enter your CICC membership number. Our system verifies it against the CICC registry within minutes. See the CICC Verification article in the help centre for full details.

4

Create a package

Go to Dashboard → Packages → Create Package. Set a name (e.g. "Initial Consultation"), duration (e.g. 30 min), and price. Packages are the unit clients book.

5

Set availability

Professional and Enterprise plans: go to Dashboard → Schedule. Set your weekly hours, buffer time between appointments, and any time-off dates.

6

Connect Stripe

Professional and Enterprise plans: go to Dashboard → Payments & Payouts. Click "Connect Stripe Express" to link your bank account. Clients pay you directly — VisaNauta never holds your funds.

What's next?

Once you've completed these 6 steps, your account is fully set up and you're ready to start accepting bookings from clients. For more detailed information on each step, visit:

Read the Getting Started Guide →