Help Center

Create your workspace, configure business details, invite team members, and customize your environment.

Learn how to create a client record, add contacts, and set up their profile for effective management.

Walk through creating, customizing, and sending your first invoice to a client.

Set up onboarding templates, intake forms, and automated welcome sequences for new clients.

Configure your booking calendar, availability, and appointment types for client scheduling.

Learn the full document workflow from creating proposals through contracts to automated invoicing.