Agiled Docs
Simple guides for running your business in Agiled, from your first client to getting paid.
Agiled keeps your clients, bookings, proposals, projects and invoices in one place. These docs show you how to get each one working, in plain steps.
New to Agiled?
Getting started
From a new account to your first client in about 30 minutes.
Something isn't working
Quick fixes for the most common problems.
Set up Agiled for how you work
Win clients with a call and a proposal
Agencies, consultants, designers and marketers.
Get booked and paid for sessions
Coaches, therapists, trainers and photographers.
Run monthly retainer clients
Retainers and ongoing services.
Sell a package online
Fixed-price services clients buy straight away.
Win and onboard clients
CRM
Your clients, leads, deals and forms.
Scheduling
Let clients book time with you.
Proposals and contracts
Send documents and get them signed.
Smart Flows
One link to sign, pay, book and get started.
Get paid
Do the work
Inbox
Everything waiting on you, in one list.
Productivity
Projects, tasks and time tracking.
Files
Store files and share them with clients.
Chat
Talk with your team and clients.
Save time
Run your business
Dashboard
Your key numbers at a glance.
Reports
What you earned, who owes you, and more.
HRM
Employees, leave and attendance.
Integrations
Connect your calendar, email and payments.
Settings
Your business details, team and plan.
Developers
API, webhooks and AI assistants like ChatGPT and Claude.
Can't see a page or button from these docs? Your role or the parts of Agiled your workspace uses may hide it. Ask your workspace owner to check Settings › Roles & Permissions and Settings › Modules.