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Guides, tutorials, and documentation to help you get the most out of our platform.
Introduction
This introduction gives you a big picture map of what the app does and how the pieces work together.
Dashboard
The Dashboard is your command center. It gives you a quick overview of what needs attention today, what’s coming up, and how your projects are progressing.
Settings
Settings is where you configure how your whole workspace behaves: your brand identity, client portal experience, defaults for dates/currency/taxes, what appears in projects and clients, and the templates you reuse every day (tasks, questionnaires, contracts, catalog items).
Clients
Clients is your address book + relationship hub.
Projects
The Projects area is where you manage your full workflow—from the first inquiry to delivery and post-production. Table, Kanban, and Calendar are different ways to view the same underlying projects.
Tasks & Sessions
Sessions let you break a single project into separate moments/events so you can plan dates, locations, and optional extras in a clearer way.
Forms
Forms help you collect requests and client details in a structured way, without manual back-and-forth.
Portfolio
Portfolio is your public showcase: a clean page you can share with potential clients to show your work and let them contact you.
Questionnaires
Questionnaires help you collect structured information from a client before or during a project, without long email threads.
Quotes
Quotes help you create and send a professional estimate to a client, with clear items, prices, and terms.
Contracts
Contracts help you send a clear, professional agreement to your client and collect a legally meaningful confirmation.
Payments
Payments is where you ask clients to pay you and keep track of what’s been paid.
Moodboards
Moodboards help you collect visual references, build a shared direction with your client, and keep feedback in one place.
Client Portal
The Client Portal is a private, client-friendly area where your clients can view and interact with what you share with them, without searching old emails or downloading random attachments.