First Steps After Signing Up

You don't need to configure everything at once. These three steps get you tracking, billing, and messaging right away.

1. Add your services

Add what you offer — a name and a rate. Services are the work you sell, and what appears on invoices.

2. Add or import your clients

Create clients one at a time, or bring your whole list in at once with the import wizard. It supports Toggl, Clockify, HubSpot, Google Sheets, and any custom CSV.

3. Connect the tools you need

From Integrations you can connect:

• a payment provider to collect money,
• an accounting provider to issue invoices and receipts,
• a messaging provider to send updates and broadcasts.

Connect only what you need — you can always add more later.