mosaii.co is one account with two tools that work together: a CRM to run your studio (clients, projects, quotes, contracts, invoices) and a Site Builder to make your website. What you set up in one is used by the other: your studio name, your logo, your public address.

This guide is a map. It shows you where things are, the path a job follows from the first message to the payment, and which guide to read next.

Your first minutes

When you create your account, a short setup asks for the essentials and builds your first website:

Your site — the name of your studio and its address online.
Socials and phone — optional, shown on your site (usually in the footer).
Choose your starting site — a finished site with its pages and menu.
Colors and fonts — the palette and typefaces, with a live preview.
Summary — check your choices, then create the site.

The site editor opens on your home page. Nothing is public until you press Publish, so take your time.

The left bar

Everything in the CRM starts from the dark bar on the left. From top to bottom:

The logo — takes you to the page where you choose between the CRM and the Site Builder.
Today (the sun) — your home: what to do now, the money of the month, your agenda.
Projects — one project per job, as a table, a board or a calendar.
Contacts — your clients and your vendors (planners, venues, other suppliers).
Money — your quotes, contracts and payments.
Apps — the Site Builder, then the tools you use with clients: Portfolio, Forms, Bookings, Questionnaires, Moodboards, Timeline, and Media for all your photos and files.

Click an icon to open its main page. Hover Today, Contacts, Money or Apps to see the pages inside them.

At the bottom of the bar you'll find Search, the notifications bell and your account menu (your picture). The account menu holds Settings, Account, Billing, Send feedback, Documentation, the theme and Sign out.

On a phone the bar moves to the bottom of the screen: Today, Projects, Contacts, Money, and More for everything else.

The path of a job

Most jobs follow the same steps. The app keeps them in order for you.

A request arrives. A client writes to you, or fills in a form on your website. New form requests show up on your Today page.
Create the project. On Today, click + New project: pick or add the client, the type of job and the date. See Projects.
Send a quote. The client opens it from a link and accepts it online. See Quotes.
Send the contract. The client signs it online. See Contracts.
Send the invoice. The client can pay online if you connect Stripe, or you mark it as paid yourself. See Payments.
Do the job and deliver. Move the project through its stages until it's completed.

Every document you create stays inside the project, in its Journey, with its state: draft, sent, accepted, signed, paid. The project also shows what you quoted, what you collected and what is still outstanding.

Your clients see their documents in one place, the Client Portal, instead of hunting through old emails.

Your website

The website lives in Apps › Site Builder. You edit pages made of blocks, and you choose when the changes go live:

Changes are saved as a draft while you work.
Publish makes them visible on your live site.

The guides in the Website builder section explain the editor step by step.

Where to go next

Settings — the three or four things to set up before your first quote.
Today — how to use your home page every morning.
Clients and Projects — the base of everything else.
Quotes, Contracts and Payments — getting booked and getting paid.

Good to know

Search from anywhere. Press ⌘K (Ctrl+K on Windows) to find a client, a project or a document by name.
Many pages have their own guide. When a page has one, the account menu shows Guide for this page.
Tell us what's missing. Send feedback in the account menu reaches the team directly.