Welcome to Tezzera! We're so excited that you're here. Now let's start setting up your Tezzera workspace and exploring all that the platform can do. Follow the instructions below to get started and if you need extra assistance, you can reach out to our team at hello@tezzera.co.
Step 1: Sign up for Tezzera and create your account
When you first sign up for Tezzera, you'll go through the following onboarding steps:
Choose a workspace name. This will be the name that is used in your custom Tezzera url for forms, invoices, and client portals. We recommend using the name of your design business or brand for this.
Choose a default currency. This is the currency that will be applied to your invoices and when you need to charge for work at an hourly rate. (And if you ever need to send an invoice in a different currency, you'll have the ability to change this setting on individual invoices.)
Create your first project. You'll be given the option to either start from scratch or use one of Tezzera's pre-built project templates. Whichever you choose, you'll be able to edit this project later by adding your own tasks, custom tags, statuses, and more.
Choose your subscription plan. Tezzera offers both a monthly and annual plan. Select whichever one works best for you and input your payment details to officially activate your plan.
Go through our interactive platform tour. After successfully subscribing, you'll be redirected to your new Tezzera workspace and a pop-up window will appear so you can start the platform tour! This is the best way to quickly learn where things are inside Tezzera and get familiar with the platform. If you ever need a refresher and want to go through the platform tour again, you can always access it via the
widget in the bottom right corner of your screen.
Step 2: Finish configuring your Workspace settings
After going through the onboarding flow, there still might be some important things that you'll want to set up before inviting your first client. You can find your Workspace settings by clicking the "∙∙∙" icon in the bottom corner of your sidebar navigation and then select "Settings".
In your Workspace settings, make sure you've done the following to finish setting up the essentials on your account.
Basics
Customize your team URL. This is set to automatically use your Workspace Name, but you can customize it if you'd like.
Add your legal business name and mailing address. These will be displayed on your invoices.
Financial
Choose a payout method by either connecting your bank account or Paypal. This is how you'll receive funds when clients pay you.
Enable time tracking. (Optional) If you plan to do hourly work or are interesting in tracking you time, you can toggle this on to utilize Tezzera's built in time tracking tool.
Set a default hourly rate. This will be used when you track your time and want to instantly generate an invoice for the hours that you've worked.
Select your default payment options. These will be shown on your invoices so clients can choose how they want to pay.
Add custom invoicing terms. (Optional) This allows you to display a custom message on invoices if you have any special information that you like to share with clients whenever they pay you.
Add you Tax ID or VAT Number. This will show on your invoices and is required for businesses registered for VAT or sales tax compliance.
People
Invite more users. If you have any other team members or clients that you need to add to you workspace, you can do so under the "People" tab by adding their email and selecting one of the following user roles:
Admin – This role gives the person full access to your entire workspace and the ability to manage/edit everything.
Team – This gives the person limited access to your workspace. They can manage tasks, create forms, and send messages in your internal Team Chat. But they won't be able to change essential workspace settings like payment methods, integrations or your Tezzera subscription.
Client – This role is specifically meant for clients and gives them very limited access within the platform. They can only access projects that they have been invited to and view tasks that you've made accessible to them.
📌 Note: Adding a new team or admin member comes with an additional fee of $5/month per team member. But inviting clients is always free.
When you invite a new team or admin member, your subscription will automatically be updated to include those additional charges. You can review your subscription and billing information in your Workspace Settings under the Subscriptions tab.
Subscription
Manage your Tezzera subscription. View your current plan, update your payment method and review your billing history.
Variables
Create custom statuses, tags and fields for tasks. By default, tasks come with the statuses "To Do", "In Progress" and "Complete". But you may want to add more options for your unique creative process. Click here to watch our founder, Abbey, share her own set up for custom task statuses and tags.
Integrations
Connect your Tezzera Workspace to other apps like Dropbox, Google Meet, Zoom and Zapier.
📌 Note: If you are looking to connect your Tezzera account with Google Calendar, this integration can be found in your Account settings. To get there, click the dropdown next to your profile photo in the top right corner of the screen and click "My Account". Then click over to the "Integrations" tab under your Account settings.
📌 Note: If you are based in the EU and run into any issues connecting your Zoom account, know that our team is working to get this set up asap! If you have a VPN, you can use that to complete the process of integrating your Zoom account.
Step 3: Add your branding
Now that you have the basics set up, let's make your Tezzera workspace match your branding! You can access your Appearance settings by expanding the "Manage" tab in your sidebar navigation menu and then clicking "Appearance".
Within your Appearance settings, you'll have the option to choose custom brand colors, upload custom fonts and your own logo. These will automatically be applied across your Tezzera workspace on invoices, feedback forms, emails and your dashboard.
While you apply these settings, you'll be able to preview them in real time on the left side of your screen.
Next Steps
Now that you've set up the essential to get your started, it's time to start creating the templates that you'll use to create your first project! Check out the articles below to jump to whatever area you want to explore next:
Send a contract
Collect inquiries with a lead capture form
Create a feedback form