Step 1: Create Your Account (3 minutes)
Sign up with Google or create an account with email + password
If you used email, make sure to verify your email from your inbox
Once logged in, you’ll land on your Home dashboard
Step 2: Set Up Your Profile & Business (5 minutes)
Update Your Personal Profile
Click your profile photo (top right)
Select Manage your profile
Upload your profile photo
Add/update your personal details
Configure Your Business Settings
Click the Business Switcher (top-left near the logo)
Hover over your business name
Click the ⚙️ gear icon to open Business Settings
Inside Business Settings, complete:
Business Name & Contact Details
Upload Business Logo
Business Address
Business Type & Industry
Brand Settings (coming soon)
Step 3: Set Up Stripe Payments (5 minutes)
Enable your account to receive payments from invoices.
Go to Finance → Settings
Scroll to "Get Started with Stripe"
Complete the Stripe Express setup flow
Once finished, you’ll be able to accept credit card payments through invoices
⚠️ You must complete Stripe setup before clients can pay through the “Pay Now” button.
Step 4: Connect Key Integrations (5 minutes)
Google Workspace
Use Gmail inside TalleFlow + sync your Google Calendar.
Go to: Business Settings → Integrations → Google Workspace
Prismm (Floor Plans)
Allows you to attach and view Prismm floor plans inside projects.
Go to: Business Settings → Integrations → Prismm
Canva
Lets you browse and manage Canva designs inside projects.
Go to: Business Settings → Integrations → Canva
Notification Preferences
Go to: Business Settings → Notifications
Step 5: Try Your First Core Actions (10 minutes)
✅ Create Your First Project
Go to Projects → Create Project
Add project name, type, stage, date, and assigned contacts
✅ Add Your First Contact
Go to Contacts → Add Contact
✅ Create & Embed Your First Contact Form
Go to Contact Forms → Create Contact Form
Build your form using the drag-and-drop editor
Click “Embed Code”
Copy & paste it into your website (Squarespace, Wix, WordPress, etc.)
📄 See our full guide: How to Embed Your TalleFlow Contact Form on Your Website
✅ Create & Send Your First Invoice
Go to Documents → Create Document → Invoice
Add line items or import your packages
Click Send to Contact to assign your client
Use the Preview (👁) tool to see what it looks like
Send it — your client can pay online if you’ve connected Stripe
✅ Create & Send Your First Contract
Go to Documents → Create Document → Contract
Add your agreement text and merge tags
Click Send to Contact to assign your client
Your client signs electronically through the client portal
Quick Win Tips
💡 Start Small
Create one project and a few contacts to get familiar.
💡 Use Templates
Leverage built-in templates for invoices, proposals, and contracts.
💡 Preview Everything
Click the 👁 preview icon in documents to see what your client will see.
💡 Keep Integrations On
Google + Stripe give you the smoothest experience across email, meetings, and payments.