Run the setup wizard

The setup wizard turns how your agency already works into settings, without a call. Every answer writes to the same page an admin would otherwise edit by hand, so nothing here is a second configuration.

Steps

1. The first admin to sign in lands on Setup. To open it later, go to Help & records in the sidebar, then Setup wizard.
2. Your agency: name, website, logo, team size, and the services you sell. Each service becomes a department. Paid media and influencer departments are flagged to track external spend.
3. How you bill: monthly drawdown retainer, fixed monthly fee, hourly, project or deposit, and media pass-through. Pick everything you sell; each project later chooses one.
4. Rates: the seniority ladder and hourly rates that proposals, estimates, and budget-to-hours conversions start from. The default ladder runs Associate through Director.
5. Time tracking: how the team logs time, rounding, required notes, what happens to a submitted timesheet, when periods lock, and default weekly targets.
6. Invoicing: cadence, payment terms, and the bank or wallet details printed on invoices.
7. Proposals and agreements: who signs for the agency.
8. First clients: up to five, each with a first project on its billing model. A retainer amount opens the current month's period so pacing works from day one.
9. Your team: people, a role preset each, an optional department, and an emailed invite.
10. Modules: whether the CRM is switched on.
11. Click Go to dashboard on the final step. It summarises what was configured with a link to the settings page that owns each answer.

How do recommendations work?

Later steps start from earlier answers, and a panel at the top of each step says why. An agency that bills hourly is offered 6-minute rounding and required notes because every entry ends up on an invoice. A retainer agency is offered invoicing in advance on the 1st plus a monthly usage statement. Media pass-through shortens payment terms because the money has already gone out.

Where each answer lives afterwards

Notes

The team step respects your plan's seat ceiling. If some invites are held back, the wizard tells you which, and you can archive people or choose a larger plan under Manage seats and add-ons.