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Clear Biz Setup
After you have finished installing Clear Biz on your computer, follow the instructions below
to get Clear Biz set up for you and your office.
30-Day Free Trial  I  Register (Purchase)
30-Day Free Trial
STEP 1
Double-click on the Clear Biz setup icon (.exe) on your desktop.
STEP 2
Clear Biz Registration Screenshot
1) Select which edition you would like to try during the 30-day free trial period. The free trial is a
    full working version with all of the features of Clear Biz.
2) Click Try Clear Biz For Free and go to Step 3.
Note: If have purchased Clear Biz, insert the registration code that was given to you. If you want
to purchase Clear Biz and register, follow the instructions here.
STEP 3
Clear Biz Startup Screenshot (Data File)
Clear Biz automatically creates a data file for you, therefore, click Next.
Note: If there is en existing data file, click Specify File Location and link Clear Biz to that data file.
For more information on data file, click here.
STEP 4
Clear Biz Startup Screenshot (Select State)
Select your state from drop-down list and then click Next.
STEP 5
Clear Biz Startup Screenshot (Company Information)
Insert all of your company's information in all of the fields and then click Next.
STEP 6
Clear Biz Startup Screenshot (User Information)
Type in full and user names and then click Next.
Note: The user name appears in the login screen when you start up Clear Biz.
STEP 7
Clear Biz Startup Screenshot (Sample Clients)
Select Install Sample Clients and click Finish to complete the setup. Have fun with Clear Biz!
Register (Purchase)
STEP 1
Double-click on the Clear Biz setup icon (.exe) on your desktop.
STEP 2
1) From the main menu in Clear Biz, go to 'Support' > Registration Information.
2) Write down your Product Number somewhere. (8-digit/letter combination)
STEP 3
To purchase Clear Biz, click here. In the purchase form, insert your Product Number in the first
field. After your purchase has been successful, you'll receive a confirmation email including your
Registration Code to register Clear Biz.
Note: You can also go through the purchase form without a Product Number and then email or
contact us with your Product Number to request a Registration Code afterwards.
STEP 4
Register Clear Biz Screenshot
1) From the main menu in Clear Biz, go to 'Support' > Registration Information.
2) Insert your Registration Code in the white box and click Register Now to unlock free trial mode.
STEP 5 (Optional)
If you want to import your own clients after you purchase Clear Biz, you must export your clients'
information from a software package that you use (i.e. Act!, Maximizer, etc) into a text/CSV file first.
> To export clients from a software package, click here.
> To import text/CSV file into Clear Biz, click here.
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