rocket_launchGetting started

What the platform does, setting up your business and finding your way around.

• What Digital Agency Tools is One place to win clients, run projects, take bookings and get paid.
• Create your account Register, verify your email and sign in for the first time.
• Set up your business Name, logo, contact details and currency.
• Finding your way around The sidebar, the top bar, help and notifications.
• Invite your team Add people who have an account and give each a role.
• Connect payments Connect Stripe so clients can pay invoices and bookings online.
• Your first client, start to finish Contact → proposal → project → portal → invoice, in ten minutes.
• Running more than one business Belong to several businesses and switch between them.