Quick Setup

Get your account ready in a few steps.

1. Complete your business profile

Go to Settings > Business Profile and fill in:

• Business name and contact details
• Logo (used on invoices and shared pages)
• Default timezone

2. Add your first client

Go to Clients > Add Client and enter:

• Name and contact email
• Phone number (optional)
• Any custom fields relevant to your business

3. Schedule your first session

Go to Scheduler and click + New Session. Set:

• Title and date/time
• Linked clients
• Duration

See Creating Sessions for the full walkthrough.

4. Send your first invoice

Go to Invoices > New Invoice, link it to a client, add line items, and click Send.

See Creating Invoices for details.

5. Optional - invite a collaborator or add staff

• Staff member (works in your business): go to Team > + Add Staff
• Collaborator (business partner or assistant): go to Team > Collaborators > Invite