Step 01
Set up your studio.
Add your business information, upload your logo and choose your brand color. Connect your email and calendar, then connect Stripe when you are ready to accept payments.
Your result: the account essentials are in place.
Quick Start Guide
Start simple. Make it yours.
Get your studio set up, put the first pieces of your booking process in place and preview the experience your clients will see. Take one step at a time, with your stationery workflow at the center.
A useful first setup. Then room to grow.
Before you begin
Bring the essentials. Build from there.
You can begin with the materials your studio already uses. Gather your business details, logo, a few product prices and your current booking documents.
Choose one familiar type of project for your first example: an invitation suite, save the dates, day-of stationery or signage.
The quick-start path
Four steps to a clear first setup.
Work through the basics, then use a sample client to see how the pieces fit together.
Step 02
Map your booking flow.
Write down what happens when a new client inquires. Start with the steps you already follow: review the inquiry, send a proposal, collect the signed contract and receive the first payment.
- Inquiry
- Proposal
- Contract
- Payment
Your result: a clear sequence to build around.
Step 03
Build your booking tools.
Start with a lead form, one proposal, your contract and a few email templates. Use the guides below for the pieces you need first.
Your result: the first pieces of your booking process, ready to try.
Step 04
Preview the client experience.
Create a realistic sample proposal for Test Client. Add a few line items, attach your contract and choose a payment schedule. Preview the client view, then make one small revision to see how the update works.
Your result: a booking flow you understand from both sides.
Keep building at your pace
Your next step, when you’re ready.
Move into the complete setup path or take a closer look at the process behind your studio.
Live in Five
Put the full workflow in place.
Continue with workflows, proposals, proofing, guest lists and envelopes through five focused setup lessons.
Follow the five-day setup guideWorkflow Clarity
Refine the way your studio works.
Map a repeated process, simplify the handoffs and build one useful workflow you can test and expand.
Explore Workflow ClarityChoose your plan. Try your workflow.
Compare Starter and Professional, then begin your 30-day free trial with the plan that fits your stationery studio.