Welcome to creavio
You just signed up. Here's how to get the most out of your first ten minutes so you can start working with clients right away.
Minute 1-2: Set up your profile
Click your avatar in the top-right corner and go to Settings. Add your business name, upload a logo, and fill in your contact details. This information appears on your invoices, contracts, and client-facing pages, so get it right from the start.
Minute 3-4: Add your first client
Open the Clients tile from your home dashboard or All Apps, then click Add Client. Enter their name and email at minimum. This creates their profile in your CRM, where all their bookings, invoices, and collections will be tracked.
Minute 5-6: Create your first invoice
Navigate to Money > Invoices and click New Invoice. Select the client you just added, add a line item with a description and amount, and send it. Your client receives a professional invoice with a one-click payment button powered by Stripe.
Minute 7-8: Upload a collection
Go to Collections and click New Collection. Name it, assign it to your client, and upload a few images. Once uploaded, click Share to get a link you can send to your client. They'll see a beautiful, full-screen gallery.
Minute 9-10: Explore the dashboard
Return to your Dashboard to see your overview: upcoming bookings, recent invoices, active collections, and tasks. This is your command center for the day.
What to do next
- Set up your services under Bookings so clients can book sessions.
- Connect Stripe under Settings to accept online payments.
- Build your website to start attracting new clients.
- Import existing clients via CSV if you're migrating from another platform.
- Create a contract template to protect yourself on every booking.
creavio is designed to grow with you. Start with the basics, and add tools as your business needs them. There's no wrong way to begin.