By the end of this guide, you'll have...
A fully configured creavio account with your brand, services, pricing, and payment processing ready to accept your first client. No guesswork — just follow the steps.
What you'll need
- Your business name, logo, and brand colors
- A list of services you offer with pricing
- Your Stripe account (or be ready to create one)
- About 20 minutes
Step-by-step setup
- Create your account — Sign up at creavio and verify your email. You'll land on your dashboard immediately.
- Complete your business profile — Go to Settings → Business and add your business name, address, phone number, and website. This information appears on invoices, contracts, and client-facing pages.
- Upload your branding — Add your logo and set your brand colors in Settings → Branding. These are applied across your collections, invoices, and contracts automatically.
- Connect Stripe — Navigate to Settings → Payments and connect your Stripe account. This enables you to accept credit card payments on invoices and booking deposits. If you don't have a Stripe account, creavio walks you through creating one.
- Build your service catalog — Go to Services and create your offerings. Add service names, descriptions, durations, and pricing. Group them into packages if you offer bundles (e.g., wedding collections).
- Create a contract template — Head to Contracts → Templates and build your standard agreement. Include cancellation policies, usage rights, and payment terms. You'll reuse this template for every new client.
- Set up your invoice defaults — In Settings → Invoicing, configure your payment terms, late fee policy, and tax rate. These defaults save time when creating new invoices.
- Add your first client — Go to Clients → Add Client and enter their details. This is your CRM — every interaction, booking, invoice, and contract is tracked here.
- Test the flow — Create a test booking, generate an invoice, and preview your contract. Make sure everything looks right with your branding before going live.
- Share your booking link — Once you're satisfied, share your public booking page link on your website or social media. New clients can book directly with you.
Pro tips
- Set up multiple contract templates for different shoot types — weddings, portraits, and commercial work have different terms.
- Use tags in your CRM to categorize clients by type (wedding, family, corporate) for easy filtering later.
- Add your most common services first. You can always expand your catalog as your business grows.
What's next
Now that your business is set up, learn how to onboard your first client and automate your booking-to-payment workflow.