Getting started

Welcome to Agiled. In about 30 minutes you can have your workspace set up and your first client on the way to paying you. You don't need to learn every part of Agiled first. Start with the one thing your business does every week.

Joining a teammate's workspace? Follow Accept an invitation instead, then ask your workspace owner where to start.

1. Create your account and answer a few questionsCopy Anchor Link

Create your account, then answer the guided setup questions about what you sell and how clients buy from you. It takes about five minutes.

Agiled then builds your workspace for you: your sales stages, your services, proposal and contract drafts, a lead form and a booking page that already takes bookings. Every business gets a free 14-day trial. You don't need a card.

You're done when you land on your dashboard with the Set up workspace checklist in the sidebar.

2. Check your business detailsCopy Anchor Link

Open Settings › General and check your business name, logo, address, currency and time zone. These appear on everything your clients see, from invoices to booking pages. See Your business details.

3. Put your workspace to workCopy Anchor Link

Pick the guide that matches how clients usually buy from you. Each one starts from what guided setup already built and ends with a real result.

Not sure? Start with Send your first invoice. Every business needs to get paid.

4. Bring your team and your data (optional)Copy Anchor Link

• Invite your team when you are ready to share the work.
• Import existing data from a spreadsheet, Dubsado or HoneyBook so you don't retype clients.

Where to go each dayCopy Anchor Link

Your Inbox, first in the sidebar, shows everything waiting on you: tasks due, approvals, documents signed and new bookings. Start your day there. The first-day checklist shows the other places worth knowing.

If you get stuckCopy Anchor Link

• I can't sign in
• I can't see a page or button
• Words Agiled uses