Getting started
Your business details
Set the name, logo, address, currency and time zone your clients see, and choose which parts of Agiled you use.
Your business details appear on everything clients see: invoices, estimates, documents, booking pages and emails. Set them once, before you send anything.
Check your details
- Open Settings › General.
- Check your business name, address and logo.
- Open the Regional tab and check your currency, time zone, date format and first day of the week.
- If your clients read German, Spanish, French or Portuguese, set Client language. Invoices, estimates, signing pages, Smart Flows and the client portal then appear in their language.
- Save your changes.
You're done when a preview of an invoice shows your name, logo, address and currency correctly.
Choose the parts of Agiled you use
Each area of Agiled, such as CRM, Finance or Scheduling, is a module. Guided setup turned on the ones you need. Turn others on when you need them, and turn off what you don't use so your sidebar stays simple.
- Open Settings › Modules.
- Turn modules on or off.
- Select Save changes.
| Turn on | When you… |
|---|---|
| CRM | keep track of clients, deals, forms or support tickets |
| Finance | send invoices or estimates and record payments |
| Services | sell the same services again and again, or let clients buy online |
| Docs | send proposals and contracts to sign |
| Scheduling | let clients book time with you |
| Smart Flows | send clients one guided page to sign, pay and get started |
| Productivity | run projects, tasks and time tracking |
| Workflows | want Agiled to do repeat steps for you |
| HRM | manage employees, leave and attendance |
Turning a module off hides it from the sidebar. Your records stay, and you can turn it back on any time.
Good to know
- Changed your logo or address? Some invoices, documents and templates you made earlier keep the details they were created with. Open one to check before you send it.
- A teammate can't see a module? It may be off, or their role may not include it. See Roles and access.