New Customers: Start Here Documentation home
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For new customers

Let's get you set up.

You've got two guides and a safe place to practice. Read the New Customer Guide first for the big picture, then work through Getting Started at your own pace. We'll be alongside you the whole way.

Your two guides

Start with the New Customer Guide for the big picture, then keep Getting Started open as your step-by-step setup map.

START HERE
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Practice freely in a safe sandbox

All your learning happens in Demo โ€” a full copy of the system with no real data. You cannot break anything, and your Demo stays yours for as long as you're with Bidsquare. Practice as much as you like.


Your first day, in five steps

A simple, no-pressure path for your first session. Tick each one off โ€” we'll remember your progress on this device.

DAY 1

Day-1 checklist

~45 minutes, all in Demo

Do these in order. Every step happens in your safe Demo environment, so there's nothing to worry about.

0 of 5
Log in to Demo and look around
Open your Demo site and click through the left-hand menu. You don't need to do anything yet โ€” just get familiar with where things live.
Read the New Customer Guide
The big picture: your two environments, the onboarding journey, and how a sale flows end to end. Open the guide โ†’
Work through Getting Started
Your step-by-step setup map โ€” the few tools you'll use and the order to do things in. Read Getting Started โ†’
Build one practice auction in Demo
Create a consignment, add a couple of lots, and set up a small sale. Follow the Auction Workflow as your map.
Save your support contacts
Save 1-800-657-0092 and support@bidsquare.com, and note your onboarding manager's email so it's easy to find.

Your first auction, in five steps

The whole manual is there for reference โ€” but a first sale only needs these five things, in this order.

FIRST SALE

Your first auction โ€” the five that matter

A map, not a checklist

Work through these in order. Each links to the one section that covers it โ€” and once you've done all five, you've run a full auction end to end. Everything else in the docs is there for when a specific question comes up.

  1. 1
    Configure the basics

    Your payment gateway (in Production, not Demo), buyer's premium, bid increments, tax, terms & conditions, and your bidding platforms. Your onboarding manager usually configures these with you โ€” we take ownership of the critical business settings off your plate at launch, but it's worth understanding what's there.

  2. 2
    Create the auction

    Set up the auction event itself โ€” type, dates, and location (which controls the time zone bidders see and the tax that applies). You can do this before your catalog is finished.

  3. 3
    Add your items and their images

    Add lots one at a time or in bulk by CSV, then upload photos and assign lot numbers. Selling on behalf of others? Set up the consignor and consignment first so every lot is attributed and ready to settle.

  4. 4
    Publish to every platform, then run the sale

    Publish your auction so it appears on your website and connected marketplaces. For platforms that need their own feed, export your catalog images and CSV in the right format. On sale day, run everything from the Live Console.

  5. 5
    Invoice and settle

    After the sale, generate and send buyer invoices, collect payment, then settle up with your consignors. This is where the auction closes the loop.

Done all five? You've run a full auction from setup to payout. From here, the rest of the docs are reference โ€” dip in whenever a specific question comes up.


When you're stuck

You can't break anything in Demo โ€” but here's where to turn for a hand.

SUPPORT
How to reach usDetails
Phone1-800-657-0092  ยท  7 days, 9amโ€“5.30pm ET
Emailsupport@bidsquare.com
Your onboarding managerYour dedicated contact during onboarding โ€” reach them by email or schedule a video call.
Documentationdocs.bidsquare.com โ€” guides & quick reference, any time
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There's no such thing as a silly question

Your onboarding manager would far rather you asked early than struggled quietly. Email them, book a video call, or search these pages โ€” whatever's quickest for you.