Set up your account in 10 minutes
Get your profile, business details and branding in place so every proposal, contract and invoice looks like you.
4 min read · Updated October 2026
Step 1: Add your profile
In Settings, My account, add your photo, name and handle.
Step 2: Fill in your business details
In Settings, Company brand, add your business name, logo and address. They show up on your invoices and contracts.
Step 3: Set your brand colors
Pick your colors in Company brand. Your client portal and proposals use them automatically.
Step 4: Follow your Get started checklist
Get started in the menu walks you through the rest, one step at a time.
Tip: You can change any of this later in Settings, so don't overthink it.
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