When you create your studio, Home shows the owner and admins the card Get your studio set up. Each step ticks itself as soon as it's really done.
- Studio logo and colour: your logo and colour appear on the client portal, invoices and e-mails.
- Add your first client, then Create a project for them.
- Add a task, so the project has a next step.
- Invite a teammate (see Invite your team and choose roles).
- Connect your calendar (Google or Outlook) and Set up payments.
Want to look around first? With no clients yet, the card offers Explore with sample data: one client, one project, three tasks and a note. Remove the sample data takes them out again.
If you hid the card
Open Help (account menu, at the foot of the sidebar) and choose Show setup steps.
Next
- Create and find anything
- Bring your data in from a spreadsheet, if your clients are in a spreadsheet today.