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Managing Clients
- Adding a new client
- Adding contacts, emails, and phone numbers
- Adding multiple addresses
- Searching clients by email, phone, or postcode
- Editing and deleting clients
Angebote
- Creating a new quote
- Adding line items from your product catalogue
- Sending a quote to a client
- Duplicating an existing quote
- Converting a quote to an invoice
Invoices & Payments
- Creating an invoice
- Sending an invoice to a client
- Tracking partial payments
- Setting up online card payments
- Viewing payment history
Terminplanung
- Setting your availability
- Booking an appointment
- Letting clients book their own slots
- Managing appointment statuses
- Linking appointments to client addresses
Documents & Media
- Uploading documents for clients
- Organising files into folders
- Building a tagged photo portfolio
- Sharing mood boards with clients
- Client document uploads
Messaging
- Sending a message to a client
- Viewing your Messages inbox
- How clients see messages in the portal
- Unread message indicators
- Keeping conversations in one place
E-Mail-Sendungen
- Composing a broadcast email
- Choosing your audience (all, active, or past clients)
- Personalising emails with client names
- Previewing before you send
- Tracking sent broadcasts
Kundenportal
- Inviting a client to their portal
- Choosing which features clients can access
- How clients view and accept quotes
- Client-side file uploads and messaging
- Booking meetings through the portal
Account & Settings
- Updating your profile
- Managing business members and billing
- Setting up the referral programme
- Changing your password and enabling 2FA
- Cancelling your account
Erste Schritte
1
Create your account
Sign up for free. No credit card needed. Your 14-day trial starts immediately.
2
Add your first client
Enter their name, email, phone, and address. You can add more detail later.
3
Send your first quote
Build a quote from your product catalogue or add custom line items.
4
Bezahlt werden
Convert accepted quotes to invoices. Clients pay online by card.
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