Getting Started
Everything you need to get started.
17 articles
- Quick Start Checklist
- Set Up Your Workspace (Business Info, Team Members & Integrations)
- Add Your Workspace Branding (Logo, Colors, Fonts)
- Creating a New Project
- Adding Tasks to Your Project
- Invite Your First Client (Client Portal Overview)
- How to Connect Payment Methods in Tezzera (and Get Paid by Your Clients)
- How to Connect Stripe to Tezzera
- Send an Invoice
- Create a Meeting Page + Set Your Availability
- Create a Form in Tezzera
- Create a Workflow
- How to Set Up and Share a Contract in Tezzera
- Create Your Service Packages & Add-Ons
- Creating & Sending a Proposal
- Creating & Using Project Task Templates
- Downloading a Form Response as a PDF