Help Centre

How can we help?

Find guides and answers to get the most from CMA. If you can't find what you're looking for, email us at [email protected].

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
Account & Settings
  • Updating your profile
  • Managing team members
  • Configuring client portal permissions
  • Changing your password
  • 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.

Email [email protected]

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