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Step-by-step guides to get the most out of mosaii.co, from your first client to your published website.
CRM
Clients, projects, quotes, contracts and payments.
Introduction
A map of mosaii.co for your first day: the CRM and the Site Builder, the left bar, and the path of a job from the first message to the payment.
Today
Your home page in the CRM: what to do now, the money of the month and your agenda. Learn to read it, clear it and search from it.
Settings
The few things to set up before your first quote: studio name and public address, logo, currency and tax, online payments. Then what else is there.
Clients
Your clients and everything you do for them in one place. Learn how to add a client, find them again, link them to projects and archive the ones you no longer work with.
Projects
A project is one job for one client, from the first message to the final delivery. Learn how to create one, move it forward and find everything about it.
Tasks & Sessions
Tasks are the checklist of a job, sessions are the separate moments you photograph within it. Learn how to add them, start from a template and see them on your calendar.
Forms
Collect requests from your website and social profiles. Every answer becomes a client, and can become a project in your pipeline.
Portfolio
One fast page with your best photos, a few lines about you and a contact form: the link for your Instagram bio.
Questionnaires
Send your clients the questions you need for the job, from a ready-made template, and read their answers inside the project.
Quotes
Your price offer for a job, which your client accepts online with one click. Learn how to create a quote, add items, send it and follow it until it's paid.
Contracts
Create a contract from a template, ask the client to fill in what you need, and get it signed online from any device.
Payments
Invoices for your jobs, from the deposit to the balance. Learn how to invoice from a quote, send an invoice, get paid online with Stripe, mark payments and follow up on late ones.
Moodboards
Put together the pictures for a job, share them with your client and collect their comments right on the photos.
Client Portal
Your clients' private page: everything you send them in one place, ready to accept, sign, pay and comment. No password needed.
Website builder
Build, edit and publish your website.
Create your website
A short setup wizard builds a complete site for you: pick a starting site, colours and fonts. Then learn your way around the editor.
Pages and menu
Add and rename the pages of your site, choose which ones appear in the menu and in what order, and group similar pages with categories.
Blocks
Every page of your site is a stack of blocks. Learn how to add one from the catalog, move it, copy it and delete it.
Edit text, photos and buttons
Make every block yours: change the words where you read them, swap the photos, point buttons to the right page and find the rest of a block's options.
Colours, fonts and themes
The theme is the look of your whole site. Change colours and fonts, try a complete theme in one click and publish the new look on every page.
Media library
All the photos of your website in one place. Upload them, sort them into folders, add alt text and a focus point, and use them on any page.
Your site on a phone
Most visitors will see your site on a phone. Learn how to check each page in the phone view and give Freeform blocks a layout that fits a small screen.
Publish your website
Your changes stay a private draft until you publish. Learn how to preview, publish pages, take the site offline and connect your own domain.