To ensure there are no bumps on the way, you'll want to complete all the prerequisites before getting started.
Note: Refer to the following steps in order as some elements contain dependencies.
Add your Business Hours / Calendars
To see how, Click Here
Enter your Holidays (Optional)
To see how, Click Here
Add an SLA Policy
To see how, Click Here
Edit your Invoice Settings
To see how, Click Here
Add your Rates
To see how, Click Here
Create your Contract Templates
To see how, Click Here
Create your Service Boards
To see how, Click Here