Help Center / Getting Started

Set up your Freelysta workspace

Create a clean starting point for clients, projects, payments, and communication.

What to set up first

The fastest way to get value from Freelysta is to set up your workspace in the same order you already work: profile, clients, projects, and payments.

That structure makes the rest of the app easier because your meetings, invoices, agreements, and messages connect back to the same records.

• Complete your profile and business identity
• Add your first few active clients
• Create projects with budgets and due dates
• Review billing and notification settings

Complete your profile

Start in account settings and fill in the information you want reflected across your workspace. This helps make invoices, client-facing pages, and support requests consistent.

• Display name and professional title
• Business details and contact information
• Profile image and public-facing identity
• Preferred communication details

Create your first working flow

A good first workflow is simple: create one client, add one project under that client, and record the first payment milestone or invoice step. Once that is in place, the rest of the product starts to connect naturally.

Best practice

Keep early setup lean. Add only the clients and projects you are actively working on first, then backfill older records when you have a rhythm.