The first time you land in Mucka you'll see a Get started screen with a step called Set up with Mucka and an orange Chat with Mucka button. Tap that and Mucka will talk you through the basics. It takes a couple of minutes.
You just talk. There's no typing in this one.
What it asks
Seven things, one at a time:
- What the business is called. This goes on your quotes and invoices.
- Your business address. The one that goes on your invoices. Mucka reads it back to you before saving it, so if it mishears a postcode you can put it right there and then.
- Whether you're vat registered. Just yes or no. Mucka won't ask for the number, because nobody knows it off the top of their head. If you say yes, adding the number turns up as a step on your Quick Start where you can copy it off a letter. Say no and it never asks you again.
- What you've been using up to now. Whatever it is — other software, a spreadsheet, a diary, a pile of paper. Mucka will offer to move that lot across for you, free. Say yes and it puts the request in there and then; our team pick it up from there.
- Whether you use Xero, QuickBooks, Sage or FreeAgent.
- Whether you keep a diary in Google or Microsoft 365.
- What skills are. Mucka opens the list at the end so you can switch on the bits you want there and then.
Naming Xero doesn't connect Xero
Worth knowing, because it surprises people.
If you say you're on Xero, Mucka doesn't link it up on the spot. It puts a Connect Xero button on your Quick Start list, ready for when you've got your login handy. Same with your calendar.
That's on purpose. Signing in to Xero takes you off the page, which would cut the chat off halfway through. So Mucka gets everything else done first and leaves the button waiting for you.
Until you press that button and sign in, nothing is connected and nothing is flowing across.
Why the screen is locked
Until you've had the chat, Get started won't let you tap anything except that orange button. You can see the whole list of what's coming — it's just not live yet.
You can end the chat the second it starts if you're busy. That's fine, and it unlocks the list either way.
It only happens once
This is the bit to know: you get one go at the setup chat. Once it's started, that's it. If you hang up, close the tab, or your signal drops, Mucka can't run it again.
You haven't lost anything. Every single thing that chat asks about is a step on your Quick Start list, and you can do the lot yourself whenever suits:
- Your business name and address live in Settings, under Business.
- The free data migration is on Quick Start as Move your data across, free.
- Connecting Xero, QuickBooks, Sage, FreeAgent, Google or Microsoft 365 is all in Settings, under Connections, Integrations.
- Skills are on the Skills page, any time.
So if it ended early, just work down Quick Start instead. Same result.
This is not the same as your setup call
Two different things, and the names are close enough to trip over.
- Set up with Mucka is the spoken chat above. Everyone gets it, it takes two minutes, and it's with Mucka.
- Your setup call is a real call with a real person from our team. If there are two or more of you, you'll be asked to book one before you can start using Mucka properly.
If you're on your own, you'll never be asked to book a call.