Help

Guides to set up your team and start client work. Follow the steps for your workspace.

Getting started guides

• First steps

  Create your account and workspace, invite teammates and find your settings.

• Connect a mailbox

  Connect Microsoft 365 or Google Workspace, import earlier mail and set up routing.

• Set up the client portal

  Enable the portal, invite contacts with secure sign-in links and adjust its appearance.

• Create and send an invoice

  Turn time or an accepted quote into an invoice, complete approvals and collect payment.

• Connect Zapier with webhooks

  Send workspace events such as a paid invoice or a new conversation to Zapier through a signed outgoing webhook.

For developers

API reference: read and change your workspace data from your own tools with an API token.