Onboarding walkthrough

Why use it

A client's first look at your firm is your portal, your invoices and your emails. Onboarding gets the pieces they see (your business name, logo, portal address, pricing and payment options) right before you send anything, and gets your team and first project in place so you can start work straight away.

When to use it

• Right after you create your account. Moodiri opens onboarding for the firm owner automatically.
• When you come back after Save & exit. You resume at the step you left.

Before you start

• You are the firm's owner. Only the owner sees onboarding.
• Have your logo file ready (JPEG, PNG or WebP), and the email addresses of any teammates you want to invite.
• To accept online payments, have your business and bank details ready for Stripe. You can also do this later.

Steps

1. In Let's set up your profile, add your Full name, and optionally a photo, title, phone number and hourly rate.
2. Under What's your business called?, enter your Business name, pick your client portal address and upload a logo.
3. Under How do you price for clients?, set your Default markup, or tick I don't mark up products.
4. Under Get paid by your clients, choose Connect with Stripe, or I'll set this up later.
5. Under Choose how processing fees work, pick who pays card and bank payment fees.
6. Under Choose your plan, pick monthly or annual billing, add seats for teammates, and choose Continue to checkout.
7. Invite teammates, set Client and invoice defaults, then create your first project or choose Skip for now.
8. Choose Finish onboarding. When You're all set appears, choose Go to dashboard.

Step 1 Profile

Add your Full name (required), and optionally a Profile photo, Title, Phone number and Hourly rate. Phone and hourly rate can be changed later. Your hourly rate is the default for logged time. Change these any time in Profile.

Step 2 Business

Enter your Business name (required); this is how clients see you. Under Client portal address, choose the web address your clients will use. Moodiri checks that it's free as you type. Then optionally Upload logo. Change these later in General, Branding and Your portal address.

Only the owner and admins with the Firm settings permission can change these details later.

Step 3 Markup and pricing

Set your Default markup, the percentage added to product costs for client pricing. If you don't mark up products, tick I don't mark up products. Every new project starts from this default, and you can adjust it per project. See Invoicing.

Step 4 Connect Stripe

Stripe lets clients pay invoices by card or ACH bank payment, straight from the invoice. Choose Connect with Stripe to finish Stripe's setup in a new tab; this page updates to Stripe connected once Stripe confirms. If you stop partway, choose Continue Stripe setup to pick up where you left off.

Not ready? Choose I'll set this up later. You can still record checks, cash and bank transfers yourself, and connect Stripe later in Stripe Connect payouts. Changing payouts later needs the owner or an admin with the Payouts permission.

Step 5 Processing fees

Choose how online payment fees are handled:

• Firm absorbs all processing fees: clients see only the invoice total, and fees come out of your payment.
• Add permitted card fee, absorb ACH (recommended): clients paying by card see the allowed fee; your firm absorbs the lower bank-payment fee.
• Add permitted fees to online payments: eligible card and bank-payment fees are shown to the client before they pay.

You can change this later in Invoicing.

Step 6 Choose your plan

Pick Monthly or Annual billing. Your plan includes your own seat; use Add a seat and Remove a seat under Add additional seats for teammates you plan to invite. Choose Continue to checkout to pay in Stripe's secure checkout. When payment is confirmed, the heading changes to Your plan is active.

If a payment needs attention, Moodiri shows Your subscription needs payment attention; choose Resolve payment to fix it before you continue. Manage your plan later in Billing and subscription.

Step 7 Invite teammates

Under Invite your teammates, enter a teammate's First name, Last name and Email address, pick a Role (Member or Admin), and choose Send invitation. For an Admin, choose Standard, Full access or Custom permissions. You can add a photo for them, or tick Let ... upload their own photo.

Each invitation uses one of your paid seats, and the step shows how many are left. Teammates can be assigned to projects once they accept. Choose Skip for now to invite people later from Invite people.

Step 8 Client and invoice defaults

Set who represents your firm on new projects. Choose Edit to open Edit client defaults, then set:

• Client-facing contact: shown in the client portal and used as the reply-to on project emails.
• Default project manager: Same as client-facing contact or Different person. This tracks responsibility; it doesn't grant project access.
• Invoice copies: Do not send copies, CC or BCC every invoice-authorized teammate, or Choose teammates.

Choose Save defaults, then Continue. Existing projects keep their current assignments. Change these later in General.

Step 9 Create your first project

Add one real project now: Project name, Client name and Client email, then choose Finish onboarding. Or choose Skip for now and create it later from your dashboard. See Create a project.

What happens next

• Moodiri shows You're all set. Choose Go to dashboard to open your workspace.
• If you created a project, it is ready for spaces, products and approvals. Invite your client to the portal when you're ready to share: see Invite a client to the portal.
• Teammates you invited get an email and join once they accept. See Accept a team invitation.

Limits

Troubleshooting

• Enter your full name to continue. or Enter your business name to continue.: fill in the required field.
• Pick an available client portal address to continue.: the address is taken or reserved. Try another.
• Only JPEG, PNG, and WebP images are allowed.: save the image in one of those formats and upload it again.
• Your Stripe setup isn't complete yet. Click above to continue.: Stripe still needs details from you. Choose Continue Stripe setup.