Help Center

Step-by-step guides for setting up Freelysta and managing clients, projects, payments, invoices and meetings.

Getting Started

• Set up your Freelysta workspace — Create a clean starting point for clients, projects, payments, and communication.
• Invite clients and share progress — Use client-facing tools without losing control of your internal workspace.

Client Management

• Organize clients without spreadsheets — Build a client system that stays useful as your freelance work grows.
• Use client portals professionally — Give clients visibility without turning your workspace into a mess.

Projects & Tasks

• Create projects that stay manageable — Structure projects so they are easy to track, deliver, and bill against.
• Manage milestones and deliverables — Break work into useful checkpoints your clients can understand.

Billing & Payments

• Create invoices clients can understand — Make payment requests look clear, professional, and easy to act on.
• Track payments and follow up confidently — Stay on top of receivables without turning every reminder into friction.

Account Settings

• Manage profile and business settings — Keep the information behind your workspace accurate and ready for client-facing use.
• Export data and keep backups — Create a reliable routine for exports, reporting, and backup safety.

Security & Privacy

• Protect your account and client data — Use practical security habits that match the kind of work you do in Freelysta.
• Understand privacy controls in Freelysta — Know what is visible, what stays private, and how to reason about shared workspace data.

Questions

How do I add my first client?

Go to Dashboard, then Clients, then Add Client. Fill in the client details and save.

Can I share project progress with clients?

Yes. Invite the client to Freelysta and they can see the projects, milestones and invoices you share with them.

How do I track payments?

Open Payments, record each payment against its project and set due dates. Freelysta shows what is paid and what is still pending.

Is my data secure?

All traffic is encrypted with TLS, messages are encrypted at rest with AES-256-GCM, and data is stored on servers we control, with files on Cloudflare R2.