Help
These are the same steps as the Get set up checklist on your home screen, in the same order, each one written out in full. Nothing assumes you have used a CRM before.
Work down the list. Each one is short, and each one switches something on — a step you skip is a feature that quietly does not work.
Colour the whole app to match your brand.
About 1 min
The page couples and other vendors see.
About 5 mins
Be visible in the Collective directory, not just reachable by link.
About 1 min
Replies land against the right event, and you stop double-booking.
About 2 mins
Connect Stripe so you can actually be paid.
About 5 mins
What you offer and what it costs.
About 5 mins
Write it once, send it for every booking.
About 5 mins
Collect the details you always end up chasing.
About 5 mins
The replies you send over and over, ready to go.
About 3 mins
Everything else hangs off an event.
About 3 mins
An enquiry answered in seconds, in your name, without you.
About already on
They accept, and the booking is already built.
About already on
They sign at their own link, and the event books itself.
About already on
A signed contract asks for the deposit on its own.
About 1 min to set
The follow-up you meant to send on Tuesday.
About already on
Publish your slots; they pick one, pay, and it is done.
About 10 mins
One running order every supplier shares.
About already on
Deposit and milestones, invoiced and chased to schedule.
About 3 mins
Import from HoneyBook, Dubsado, Aisle Planner or a spreadsheet.
About 5 mins
If you only do two things before your first real booking, do Set up payments and Build your public profile. Without the first you cannot be paid; without the second nobody can find you. Everything else can wait until you need it.
There is a support button inside the app — it comes to us with your account attached, so you do not have to explain who you are.