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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
Quotes
- 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
Scheduling
- 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
Email Broadcasts
- Composing a broadcast email
- Choosing your audience (all, active, or past clients)
- Personalising emails with client names
- Previewing before you send
- Tracking sent broadcasts
Client Portal
- 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
Getting started
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
Get paid
Convert accepted quotes to invoices. Clients pay online by card.
Still need help?
We're happy to help you get set up or answer any questions. Just drop us an email.
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