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Step-by-step guides with pictures for the things you do most.

How to add a client

Save your client's details, event date and time, and put the booking on your calendar.

Build an agreement from your packages, choose a payment plan, send it, and get it signed online.

Bill a client with your logo and payment details, and track when it's paid.

Send agreements and invoices from your own Gmail, and put booked events on your calendar.

Invite someone to work in the same workspace. They see the same clients, agreements and invoices.