Signup to go-live
1. Account and workspace creation
After signup and email confirmation, the onboarding flow creates your first workspace. Choose a clear workspace name and slug — the slug appears in public intake URLs.
2. Platform trial
New workspaces receive a 14-day platform trial. During trial:
- Core modules are available
- Staff and storage limits follow your selected plan tier at checkout, or Starter-equivalent limits during trial
- Subscribe before trial ends to avoid access interruption
3. Enable modules
Open Settings → Modules and enable only what you need at launch. Recommended minimum for most organisations:
- Client Hub
- Intake
- Ticketing
Add CRM when you are ready to manage a sales pipeline.
4. Invite staff
Add your team from Admin → Staff. Each member receives an email invitation valid for 14 days.
5. Configure intake
From workspace home or Intake settings, copy your public intake link and embed it on your website or share directly.
6. Add clients
Create client records in Client Hub. Invite portal users so clients can track tickets and orders.
7. Billing
Before trial ends, go to Settings → Billing and subscribe to Starter or Professional. Annual billing includes two months free.
8. Second workspace
Additional workspaces require an active subscription on the creating account. Manage billing from Settings → Billing on your primary workspace.
Industry context
Onboarding captures industry context to tune default module suggestions. You can change module enablement at any time.
Branding
Workspace name appears in the portal sidebar. Custom domain and advanced branding are not part of Version 1.