Getting started with creavio

By creavio April 10, 2026 3 views

Welcome to creavio

creavio is the all-in-one platform built for photographers and creatives who want to run their business without juggling a dozen different tools. From client management to invoicing, bookings to galleries — everything lives in one place. This guide walks you through your first steps so you can hit the ground running.

Before you begin

  • You'll need an active creavio account. If you haven't signed up yet, head to creavio.co to get started.
  • Have your business name, logo, and a profile photo ready to personalize your account.

Step-by-step

  1. Complete your profile. After signing in, navigate to Account & Settings and fill in your business name, timezone, and contact details. This information appears on invoices and contracts.
  2. Upload your logo and profile photo. A professional presence builds trust with clients from the very first interaction.
  3. Connect Stripe. Head to Money & Invoicing settings and connect your Stripe account so you can accept payments immediately.
  4. Add your first client. Go to the CRM and create a client record. You'll use this for invoices, contracts, bookings, and communication.
  5. Explore the dashboard. Your dashboard shows upcoming bookings, pending invoices, and recent activity at a glance. Familiarize yourself with the navigation sidebar.
  6. Set up a service. Open the Schedule tile (from your home dashboard or All Apps) and create at least one service package so clients can book you directly.
  7. Send a test invoice. Create a quick invoice to yourself to see the full payment flow from your client's perspective.

Pro tips

  • Use Workflows to automate repetitive tasks like sending follow-up emails after a booking is confirmed.
  • Pin your most-used features to the sidebar for faster navigation.
  • Set up your website early — it's the first thing potential clients see and takes just minutes to launch.

What's next

Now that you're set up, dive deeper into the features that matter most to your business. We recommend starting with Getting started with the CRM to organize your clients, then Getting started with Invoicing to start getting paid.

Frequently Asked Questions

How long does it take to get started?

Most photographers have their account set up and ready to accept clients in under 20 minutes.

What do I need before signing up?

Just your business name, logo, and Stripe account details (or be ready to create one). Everything else you can set up as you go.

Is there a free trial?

Check creav.io for current plan options and trial availability.

Related Articles

Set up your photography business on creavio Getting started with the CRM Getting started with Invoicing Your First 10 Minutes on creavio What is the Dashboard?