Getting started
First-day checklist
The few things worth doing on your first day in Agiled, and where to find your work afterwards.
You don't need to do everything today. The Set up workspace checklist at the top of the sidebar remembers where you stopped, and your Business trial card at the bottom shows how many days are left.
Get your workspace ready
- Finish guided setup.
- Open Settings › General and check your business name, address, logo, currency and time zone. See Your business details.
- Open the drafts guided setup made, such as your proposal, lead form and services, and change anything that doesn't sound like you.
If the dashboard asks Use your time zone?, choose your local time. Due dates, bookings and timesheets all follow it.
Add your first client and their work
- Search CRM › Contacts for your client, then select New Contact if they're not there yet.
- Open Productivity › Projects, create a project for their work and add one task with a due date.
Moving from another tool? Import your data instead of typing clients in one by one.
Get ready to work with clients
Do only what fits how you work:
- Bookings: connect your calendar in Settings › Apps so clients can't book over busy times.
- Emails: connect your mailbox in Settings › Mailboxes so emails go out from your own address.
- Payments: choose how clients pay you. See Get paid.
Before you send anything, read Before you share with clients. It takes two minutes.
Know where your work shows up
- Inbox, first in the sidebar, gathers everything waiting on you: tasks due, approvals and documents to sign.
- The bell in the top bar shows updates, such as a client signing a document or booking a call.
You're done when your business details are right and you have one client with one piece of work and a due date.
Tomorrow, start from your Inbox.