# Moodiri Docs

> Moodiri is the operating system for interior design firms: projects, spaces, product selections, client approvals, invoicing and payments, retainers, time tracking, a client portal and a Chrome extension for saving products. These docs explain every feature a firm can use today, task by task, with screenshots from a sample project.

Every page is also available as Markdown by adding .md to its URL. The whole site in one file: https://docs.moodiri.com/llms-full.txt

## Getting started

- [What is Moodiri](https://docs.moodiri.com/getting-started/what-is-moodiri.md): Moodiri runs an interior-design firm in one place: projects, rooms, products, client approvals, invoices, payments, files, time and a branded client portal.
- [Create your account](https://docs.moodiri.com/getting-started/create-your-account.md): Sign up with Google or with your work email. Email sign-up sends a secure link instead of asking for a password up front.
- [Sign in](https://docs.moodiri.com/getting-started/sign-in.md): Log in to Moodiri with Google, or with your email and password. Forgot your password? Request a reset link from the log-in page.
- [Reset your password](https://docs.moodiri.com/getting-started/reset-your-password.md): Forgot your password? Request a reset link from the log-in page, confirm it, and set a new password of at least 8 characters.
- [Accept a team invitation](https://docs.moodiri.com/getting-started/accept-a-team-invitation.md): Join your firm's Moodiri workspace from the invitation email. Invitations work for 7 days and are tied to the email address they were sent to.
- [Onboarding walkthrough](https://docs.moodiri.com/getting-started/onboarding-walkthrough.md): Nine short steps that set up your profile, business, pricing, payouts, plan, team, client defaults and first project before a client sees anything.
- [Finding your way around](https://docs.moodiri.com/getting-started/finding-your-way-around.md): The sidebar takes you to each area, search finds any project, client, product, vendor or invoice, and the user menu holds settings, theme and log out.
- [Plans, roles and feature availability](https://docs.moodiri.com/getting-started/plans-roles-and-feature-availability.md): Every teammate is an Owner, Admin or Member. Owners can delegate ten permissions to Admins, and each teammate uses one paid seat.

## Workflows

- [Set up your firm before your first client](https://docs.moodiri.com/workflows/set-up-your-firm.md): Get your name, logo, payouts, pricing defaults and team ready before a client sees an invoice or the portal.
- [Start a new project and bring the client in](https://docs.moodiri.com/workflows/start-a-new-project.md): Turn a signed job into a project with rooms, a client who can sign in, and the questions you need answered before design starts.
- [Collect a client's brief with question flows](https://docs.moodiri.com/workflows/client-intake-and-briefs.md): Replace the intake questionnaire you email around with a branded flow your client answers in the portal, attached to a room.
- [Source products and build a room's selections](https://docs.moodiri.com/workflows/source-and-specify-products.md): Get products from vendor sites, your library or the Chrome extension into a room, compare options and pick a final selection.
- [Get the client's approval on designs and products](https://docs.moodiri.com/workflows/get-client-approval.md): Get an explicit approve or request-changes from your client on every decision, with a record you can point to later.
- [Bill the client for approved products and get paid](https://docs.moodiri.com/workflows/bill-for-products.md): Move approved products onto an invoice, send it, and collect payment online or record a check.
- [Take a retainer and apply it to invoices](https://docs.moodiri.com/workflows/take-and-use-a-retainer.md): Collect money up front, hold it against the project, draw it down on later invoices, and refund what's left.
- [Track time and bill it](https://docs.moodiri.com/workflows/bill-for-your-time.md): Take hourly work from a timer or your calendar to an approved timesheet and onto an invoice, without retyping hours.
- [Record one check that pays several invoices](https://docs.moodiri.com/workflows/one-check-for-several-invoices.md): Record one check that pays several invoices, so your books show one deposit and each invoice is paid oldest first.
- [Handle an overpayment: keep it as credit or pay it back](https://docs.moodiri.com/workflows/handle-an-overpayment.md): When a client pays more than they owe, hold the extra as credit for the next invoice, or refund it with proof.
- [Fix a mistake on an invoice you already sent](https://docs.moodiri.com/workflows/fix-a-mistake-on-a-sent-invoice.md): Correct a sent invoice the right way: void and reissue, refund items, or fix the payment, instead of editing it in place.
- [Change a product family after the client approved it](https://docs.moodiri.com/workflows/change-a-product-family-after-approval.md): Swap a fabric or add a chair to an approved set with the client's acceptance and a price-difference line, not a silent edit.
- [Pause or close out a project](https://docs.moodiri.com/workflows/close-out-a-project.md): Settle a project's money first (drafts, unpaid invoices, unbilled time, retainers, client credit), then archive it.
- [Close the month: reports, sales tax and QuickBooks](https://docs.moodiri.com/workflows/month-end-books.md): One pass each month to see what you billed and collected, what sales tax you owe, and that QuickBooks matches Moodiri.
- [Move your existing business into Moodiri](https://docs.moodiri.com/workflows/move-your-business-into-moodiri.md): Bring clients, vendors and open invoices over from QuickBooks or spreadsheets so balances are right from day one.
- [Build a product library you reuse across projects](https://docs.moodiri.com/workflows/build-a-reusable-library.md): Save the products and families you specify often, with your cost and vendor, then drop them into any new room.
- [Bring on a teammate with the right access](https://docs.moodiri.com/workflows/bring-on-a-teammate.md): Give a new hire a seat, a role, and only the admin permissions they should have.
- [What your client does, from invite to final payment](https://docs.moodiri.com/workflows/client-journey.md): What your client does in the portal, from the first invite to the final payment: sign in, answer briefs, approve, pay and chat.

## Home and activity

- [Home dashboard](https://docs.moodiri.com/home-and-activity/home-dashboard.md): Home shows your firm at a glance: active projects, past-due money, revenue and future payouts, plus recent projects, invoices, files and activity.
- [Activity log](https://docs.moodiri.com/home-and-activity/activity-log.md): The activity log lists recent changes across your firm (who changed what, on which project, and when) with search, a type filter and sorting.
- [Notifications](https://docs.moodiri.com/home-and-activity/notifications.md): Notifications tell you when something needs you: an invoice update, an approval answer, a timesheet or a mention. Filter them and mark them read or unread.

## Projects

- [Projects list](https://docs.moodiri.com/projects/projects-list.md): Every project your firm runs, as cards you can open, with separate Active, Archive and Deleted views and a button to start a new project.
- [Create a project](https://docs.moodiri.com/projects/create-a-project.md): Set up a new client job in six short steps: name, location, client, markup, who your client sees, and a final review.
- [Pause or close a project](https://docs.moodiri.com/projects/archive-a-project.md): Take a project off your Active list: pause it while work is on hold, or close it when the job is finished.
- [Close a project](https://docs.moodiri.com/projects/close-a-project.md): Finish a project cleanly: see every open invoice, unbilled hour and held retainer, decide what to do with each, then close.
- [Delete, restore and permanently delete a project](https://docs.moodiri.com/projects/delete-restore-and-permanently-delete-a-project.md): Deleted projects wait 30 days in Deleted before they are removed. Restore one in that time, or delete it now. Financial records are always kept.
- [Project overview](https://docs.moodiri.com/projects/project-overview.md): The home page of a project: its key facts, spaces, approvals, invoices and documents, with clients, health, sales tax, chat and notes alongside.
- [Edit project details](https://docs.moodiri.com/projects/edit-project-details.md): Change a project's photo, code, name, status, type, address, square footage, markup and who your client sees, from one dialog.
- [Manage clients on a project](https://docs.moodiri.com/projects/clients-on-a-project.md): See who the client is on each project, add a co-client, invite them to the portal, and choose which teammate they deal with.
- [Add a client to a project](https://docs.moodiri.com/projects/add-a-client-to-a-project.md): Add an existing client or create a new one on a project. The first client becomes the primary contact; others join as co-clients.
- [Invite a client to the portal](https://docs.moodiri.com/projects/invite-a-client-to-the-portal.md): Email your client a link to their project portal, or resend it if they can't find the first one.
- [Project notes](https://docs.moodiri.com/projects/project-notes.md): Keep meeting notes, measurements and ideas on the project, shared with your team or private to you, with photos, links and full history.
- [Create and edit a note](https://docs.moodiri.com/projects/create-and-edit-a-note.md): Write a team or private note on a project, with headings, checklists, photos and website links, and edit it any time.
- [Project tasks](https://docs.moodiri.com/projects/project-tasks.md): Track the work on a project as tasks with owners, deadlines, priorities, subtasks and dependencies, in a list or on a board.
- [Create a task](https://docs.moodiri.com/projects/create-a-task.md): Add a task to a project with an owner, deadline and priority, then break it into subtasks and link what it depends on.
- [Project activity](https://docs.moodiri.com/projects/project-activity.md): A running record of what happened on a project and who did it, from new products and approvals to invoices, payments and tasks.
- [Export a project](https://docs.moodiri.com/projects/export-a-project.md): Download every product on a project as a CSV, Excel or PDF procurement report, or build a spec sheet PDF to share.

## Spaces (rooms)

- [Spaces list](https://docs.moodiri.com/spaces/spaces-list.md): See every room in a project at a glance, switch between gallery, details and table views, and filter rooms by how far along they are.
- [Add a space](https://docs.moodiri.com/spaces/add-a-space.md): Add a room to a project in two short steps: pick its type, add the details you know, then fill it with product sections.
- [Space page](https://docs.moodiri.com/spaces/space-page.md): Everything for one room in one place: its products, approval requests, documents, measurements, totals, chat and activity.
- [Edit a space](https://docs.moodiri.com/spaces/edit-a-space.md): Change a room's photo, name, type and measurements. Products, costs and totals stay as they are.
- [Delete a space](https://docs.moodiri.com/spaces/delete-a-space.md): Remove a room you no longer need, along with its products. Only the owner and admins can delete a space, and it can't be undone.
- [Space brief](https://docs.moodiri.com/spaces/space-brief.md): Attach a question flow to a room so your client can tell you how they use it, then follow their answers as they come in.
- [Attach a brief](https://docs.moodiri.com/spaces/attach-a-brief.md): Give a room its own short questionnaire. Pick a published question flow and your client can answer it from their portal.
- [Space documents](https://docs.moodiri.com/spaces/space-documents.md): Keep a room's drawings, quotes and photos with the room. See every file filed under a space and open any of them.
- [Space approvals](https://docs.moodiri.com/spaces/space-approvals.md): See every approval request for one room, filter them by stage, and start a new request with the room already filled in.

## Products and selections

- [Products in a space](https://docs.moodiri.com/products/products-in-a-space.md): See every product section and selection in a room, filter by stage or visibility, and export the list.
- [Add products](https://docs.moodiri.com/products/add-products.md): Add products to a room as a section of options, a single draft, a link, a captured product or a Library item.
- [Add a product directly](https://docs.moodiri.com/products/add-a-product-directly.md): Create a single product in a room as a private draft, with photos, pricing, vendor and order details.
- [Add a product section](https://docs.moodiri.com/products/add-a-product-section.md): Create an empty slot in a room, from a template or your own name, then fill it with options for your client.
- [Add a product from a link](https://docs.moodiri.com/products/add-a-product-from-a-link.md): Paste a vendor's product page and Moodiri fills in the name, brand, model, category, price and photo for you.
- [Import a captured product](https://docs.moodiri.com/products/import-a-captured-product.md): Choose the project and space for a product you captured with the Chrome extension, then import it.
- [Add a product from the Library](https://docs.moodiri.com/products/add-a-product-from-the-library.md): Reuse a product you saved to your firm's Library as an option in a product section, with its details filled in.
- [Product sections and options](https://docs.moodiri.com/products/product-sections-and-options.md): A section holds the options for one decision in a room. Compare them, pick one yourself, or send them to your client.
- [Add options to a section](https://docs.moodiri.com/products/add-options-to-a-section.md): Fill a product section with up to three options: from a link, from products you already have, or by hand.
- [Send options for approval](https://docs.moodiri.com/products/send-options-for-approval.md): Send a section's one to three options to your client, who picks one in their portal. Send updated options if things change.
- [Product page](https://docs.moodiri.com/products/product-page.md): Everything about one product in one place: photos, costs and client price, quotes, order status, sharing and chat.
- [Move, duplicate, edit or delete a product](https://docs.moodiri.com/products/move-duplicate-edit-or-delete-a-product.md): Move a product to another room, copy it, change its details, or delete it, from the Actions on its product page.
- [Add a product to an invoice](https://docs.moodiri.com/products/add-a-product-to-an-invoice.md): Bill a product from its product page: start a new invoice for it, or add it to a draft invoice on the project.
- [Send a product for approval or approve it directly](https://docs.moodiri.com/products/send-a-product-for-approval-or-approve-it-directly.md): Ask your client to approve a single product, add it to the final selection yourself, or file it into a section.
- [Procurement tracking](https://docs.moodiri.com/products/procurement-tracking.md): Track each final selection from quote to installation with a status, order number, tracking, lead time and delivery dates.
- [Spec sheet PDFs](https://docs.moodiri.com/products/spec-sheet-pdfs.md): Turn a room's or project's products into a clean PDF for your client, contractor or vendor, with only the details you choose.
- [Build a spec sheet](https://docs.moodiri.com/products/build-a-spec-sheet.md): Choose the recipient, rooms, vendors, statuses, fields and products for a spec sheet PDF, and check it in the live preview.
- [Product families](https://docs.moodiri.com/products/product-families.md): Group a main product with its parts, like a sectional and its pieces, so they are priced, shared and approved together.
- [Add or remove sub-products](https://docs.moodiri.com/products/add-or-remove-sub-products.md): Build a product family: add sub-products to a parent, add a product to a family, remove one, or flatten the family.
- [Save a family to the Library](https://docs.moodiri.com/products/save-a-family-to-the-library.md): Save a complete product family as a reusable Library configuration, so you can add the same set to future projects.
- [Family revisions](https://docs.moodiri.com/products/family-revisions.md): Change a product family safely: undo quick moves, send a change your client must accept, or apply it yourself.
- [Propose a family change](https://docs.moodiri.com/products/propose-a-family-change.md): Send your client a proposed change to an approved product family, with the new pricing, for them to accept.

## Approvals

- [How approvals work](https://docs.moodiri.com/approvals/how-approvals-work.md): An approval request puts options in front of your client and records one clear answer. Here is how a request moves from draft to decision.
- [Approvals list](https://docs.moodiri.com/approvals/approvals-list.md): Every approval request in a project, filterable by stage and space, so you can see what your client still has to decide.
- [Create an approval request](https://docs.moodiri.com/approvals/create-an-approval-request.md): Put up to three options in front of your client and get one clear answer back: the option they approve, or the changes they want.
- [Edit an approval](https://docs.moodiri.com/approvals/edit-an-approval.md): Change a draft or a sent request before your client answers: its title, description, due date, space and options.
- [Approval details](https://docs.moodiri.com/approvals/approval-details.md): The full record of one approval request: its options, your client's answer, the conversation, the timeline and every action you can take.
- [Decide on behalf of the client](https://docs.moodiri.com/approvals/decide-on-behalf-of-the-client.md): Record a decision your client made on a call or at a site visit, with an audit note, so the request shows as approved.
- [Delete an approval](https://docs.moodiri.com/approvals/delete-an-approval.md): Archive an approval request you no longer need. It leaves the list and your client's portal but is kept for reference.
- [Family revision proposals](https://docs.moodiri.com/approvals/family-revision-proposals.md): When you propose a change to a product family, it travels as an approval request. Here is how those proposals look and behave.

## Messages and chat

- [Messages workspace](https://docs.moodiri.com/messages-and-chat/messages-workspace.md): One inbox for every client conversation and team channel, grouped by the project, space, product or approval each message is about.
- [Project chat](https://docs.moodiri.com/messages-and-chat/project-chat.md): Talk with your client inside the project, in threads for each space, product and approval, and leave internal notes only your team can see.

## Files and documents

- [Files (all documents)](https://docs.moodiri.com/files-and-documents/files.md): Files holds every document across your firm's projects: drawings, contracts, images, PDFs and 3D files, with search, filters, and archive and restore.
- [Upload a file](https://docs.moodiri.com/files-and-documents/upload-a-file.md): Add a drawing, contract, photo or 3D file to Files or a project, up to 100 MB. Moodiri spots duplicate names and lets you keep both or replace.
- [Copy a file to another project](https://docs.moodiri.com/files-and-documents/copy-a-file-to-another-project.md): Reuse a document on another project, such as a standard contract or a spec PDF, without downloading and uploading it again. The original stays where it is.
- [Project documents](https://docs.moodiri.com/files-and-documents/project-documents.md): One project's files in one place. Upload straight into the project, and choose file by file what your client sees in their portal.

## Library

- [Library](https://docs.moodiri.com/library/library-overview.md): Your firm's reusable catalog of products, construction details, documents and other items, ready to drop into any project.
- [Add to the library](https://docs.moodiri.com/library/add-to-the-library.md): Save a product, construction detail, document or other item to your Library by hand so your team can reuse it on any project.
- [Library product page](https://docs.moodiri.com/library/library-product-page.md): The full record of a Library product: photos, catalog cost, documents, notes and every project and space that uses it.
- [Edit a library item](https://docs.moodiri.com/library/edit-a-library-item.md): Update a Library item's name, photos, cost, tags and notes, or remove it from the Library when your team no longer uses it.
- [Add a library product to a project](https://docs.moodiri.com/library/add-a-library-product-to-a-project.md): Drop a product from your Library into a project's space, or straight into one of its open product sections, in two clicks.
- [Library families](https://docs.moodiri.com/library/library-families.md): Saved family configurations: a parent product, its children and their quantities, stored in your Library to reuse across projects.
- [Edit, save as new, or archive a library family](https://docs.moodiri.com/library/edit-a-library-family.md): Change a saved family's name, children and quantities, keep a variation as a new configuration, or archive one you no longer use.
- [Add a library family to a project](https://docs.moodiri.com/library/add-a-library-family-to-a-project.md): Add a complete saved family, parent and children in their saved quantities, to a room in any project.

## Clients, vendors and directory

- [Directory overview](https://docs.moodiri.com/directory/directory-overview.md): The Directory holds the clients and vendors your firm works with, so contact details, projects and money owed live in one place.
- [Clients](https://docs.moodiri.com/directory/clients.md): Every client your firm works with in one sortable list, with what they owe, their projects, and a search across name, email, phone and company.
- [Add a client](https://docs.moodiri.com/directory/add-a-client.md): Create a client record with their name, contact details and company, ready to link to projects, invoices and the client portal.
- [Client page](https://docs.moodiri.com/directory/client-page.md): One client's financial overview, projects, recent invoices, contact details and portal status, all on one page.
- [Send or resend a portal invite](https://docs.moodiri.com/directory/send-a-client-portal-invite.md): Email your client a link to their project in your client portal, or send it again if they cannot find the first one.
- [Edit or delete a client](https://docs.moodiri.com/directory/edit-or-delete-a-client.md): Update a client's name, contact details, address and notes, change their photo, or delete a client who has no projects.
- [Vendors](https://docs.moodiri.com/directory/vendors.md): The suppliers and showrooms your firm buys from, with category, price range, contact details and how many of your products come from each.
- [Add a vendor](https://docs.moodiri.com/directory/add-a-vendor.md): Add a supplier with its category, price range, contact and showroom details, and your trade account number and notes.
- [Vendor page](https://docs.moodiri.com/directory/vendor-page.md): One vendor's linked products, the projects using them, contact and showroom details, trade terms and sales rep.
- [Edit or delete a vendor](https://docs.moodiri.com/directory/edit-or-delete-a-vendor.md): Update a vendor's contact, showroom and account details, set a trade discount, add a sales rep, or delete a vendor with no linked products.
- [Companies and people](https://docs.moodiri.com/directory/companies-and-people.md): A Directory record for a company or person you work with, such as a contractor or architect, with their contact details and notes.

## Invoicing and payments

- [How invoicing works](https://docs.moodiri.com/invoices/how-invoicing-works.md): What each invoice status means, from Draft to Paid, and how an invoice moves between them when you send it and your client pays.
- [Invoices list](https://docs.moodiri.com/invoices/invoices-list.md): Every invoice across your projects in one table. Search, filter by status or project, sort, and open any invoice.
- [Create an invoice](https://docs.moodiri.com/invoices/create-an-invoice.md): Build an invoice from your design fees, the project's products, expenses and logged time, then save it as a draft or send it.
- [Before you start: connect Stripe](https://docs.moodiri.com/invoices/connect-stripe-before-invoicing.md): Connect your Stripe account so you can create and send invoices and your clients can pay online by card or bank transfer.
- [Add project products to an invoice](https://docs.moodiri.com/invoices/add-project-products-to-an-invoice.md): Pick products from the project's rooms onto an invoice, grouped by room, vendor or category, with their client prices and charges.
- [Send an invoice](https://docs.moodiri.com/invoices/send-an-invoice.md): Issue a draft invoice and email it to your client with a link to pay online. Check the recipient, Reply-To and teammate copies first.
- [Send a reminder or resend an invoice](https://docs.moodiri.com/invoices/send-an-invoice-reminder.md): Email an unpaid invoice to your client again, or send a reminder once it is overdue. Moodiri never sends reminders on its own.
- [Invoice page](https://docs.moodiri.com/invoices/invoice-page.md): One invoice in full: the document your client sees, its payments and balance, its timeline, and every action you can take on it.
- [Edit a draft invoice](https://docs.moodiri.com/invoices/edit-a-draft-invoice.md): Change a draft's name, project, due date, lines and notes before you send it. Sent invoices are locked.
- [Void, void & duplicate, or delete an invoice](https://docs.moodiri.com/invoices/void-or-delete-an-invoice.md): Cancel an invoice your client should no longer pay, replace it with an editable copy, or delete a draft you no longer need.
- [Record payments](https://docs.moodiri.com/invoices/recording-payments.md): Log checks, transfers and other money received outside Moodiri against an invoice, with proof, so balances and reports stay right.
- [Record a manual payment](https://docs.moodiri.com/invoices/record-a-manual-payment.md): Record a check, Zelle, wire, ACH, card, cash or other payment received outside Moodiri, and link it to an invoice or hold it as credit.
- [Record one check that pays several invoices](https://docs.moodiri.com/invoices/record-one-payment-across-several-invoices.md): Split a single check or transfer across a client's open invoices in one step. Anything left over becomes client credit.
- [Send a receipt or the paid invoice](https://docs.moodiri.com/invoices/send-a-payment-receipt.md): Email your client a receipt for a payment you recorded, or send the paid invoice when it was settled before you issued it.
- [Edit, correct, reverse or void a payment](https://docs.moodiri.com/invoices/correct-a-payment.md): Fix a recorded payment: edit its details, lower its amount, reverse a bounced check, or void it, while keeping the full history.
- [Overpayments and client credit](https://docs.moodiri.com/invoices/overpayments-and-client-credit.md): When a client pays more than they owe, the extra is kept as client credit. Track it on Financials, apply it to invoices or refund it.
- [Apply credit to an invoice](https://docs.moodiri.com/invoices/apply-client-credit-to-an-invoice.md): Use money a client already paid you, such as an overpayment, to reduce or settle one of their invoices.
- [Refunds and corrections](https://docs.moodiri.com/invoices/refunds-and-corrections.md): Refund items on a paid invoice. Moodiri replaces it with a corrected invoice and keeps the money as client credit or records a refund.
- [Refund items: keep as client credit or refund to the client](https://docs.moodiri.com/invoices/refund-invoice-items.md): Refund lines on a paid invoice, then keep the money as client credit or record the refund you paid back, in one step.
- [Import past invoices](https://docs.moodiri.com/invoices/import-past-invoices.md): Bring invoices you issued before Moodiri into the right projects from their PDFs, so your history and reports are complete. Clients aren't emailed.
- [Payment receipts](https://docs.moodiri.com/invoices/payment-receipts.md): When clients get a receipt automatically, when you send one yourself, and when no receipt goes out at all.
- [Refunds paid back to clients](https://docs.moodiri.com/invoices/refund-money-to-a-client.md): Record money you returned to a client from their credit, send a refund receipt, and keep proof and history with each refund.
- [Record a refund to a client from client credit](https://docs.moodiri.com/invoices/record-a-client-refund.md): Log a refund you paid a client by check, Zelle, wire or another method, take it from their credit, and email them a receipt.
- [Void a client refund](https://docs.moodiri.com/invoices/void-a-client-refund.md): Undo a refund recorded by mistake. The amount goes back to the client's credit and the receipt is hidden from them.

## Time tracking

- [Time overview and access levels](https://docs.moodiri.com/time-tracking/time-overview-and-access-levels.md): Time has five tabs: My time, Team, Approvals, Reports and Settings. What each one is for, and who on your team sees it.
- [My time](https://docs.moodiri.com/time-tracking/my-time.md): Your week in one place: log time, run a timer, accept calendar suggestions, fix overlaps and submit the week for approval.
- [Log time](https://docs.moodiri.com/time-tracking/log-time.md): Record time you have already worked: pick the project, phase and task, the day, start and duration, and whether it is billable.
- [Start a timer](https://docs.moodiri.com/time-tracking/start-a-timer.md): Time work as you do it. Pick the project, start the timer, and stop it when you are done to record the entry.
- [Schedule an event](https://docs.moodiri.com/time-tracking/schedule-an-event.md): Plan future work on your timesheet, like a client meeting or a site visit, without counting it as recorded time.
- [Submit and recall a week](https://docs.moodiri.com/time-tracking/submit-a-week.md): Send your finished week to your approver, pull it back while it waits, and resubmit it after changes are requested.
- [Google Calendar sync](https://docs.moodiri.com/time-tracking/google-calendar-sync.md): See your Google Calendar events on your timesheet as suggestions, and turn the real ones into recorded time in a click.
- [Connect, sync and disconnect Google Calendar](https://docs.moodiri.com/time-tracking/connect-google-calendar.md): Connect your Google Calendar to Time with read-only access, sync it on demand, and disconnect it whenever you like.
- [Team time](https://docs.moodiri.com/time-tracking/team-time.md): See everyone's logged hours for a week, day by day, with billable time, overtime, time off and each person's timesheet status.
- [Time reports](https://docs.moodiri.com/time-tracking/time-reports.md): See confirmed hours, billable value, utilization and margin for any period, export the entries, and invoice approved unbilled time.
- [Invoice unbilled time](https://docs.moodiri.com/time-tracking/invoice-unbilled-time.md): Turn approved billable hours into a draft invoice for the project, choosing exactly which entries go on it.
- [Timesheet approvals](https://docs.moodiri.com/time-tracking/timesheet-approvals.md): The queue of submitted weeks waiting for your decision, with each week's hours, flags and entries side by side.
- [Approve, return or reopen a week](https://docs.moodiri.com/time-tracking/approve-a-timesheet.md): Approve a submitted timesheet to lock it, return it with feedback when something needs fixing, or reopen an approved week.
- [Time settings](https://docs.moodiri.com/time-tracking/time-settings.md): Set each person's capacity, rates and approver, choose who can log time to each project, and add firm holidays.
- [Set up project phases and tasks](https://docs.moodiri.com/time-tracking/set-up-project-phases-and-tasks.md): Give a project the phases and tasks your team logs time against, with billing, rates and hour budgets per phase.

## Financials

- [Financials report](https://docs.moodiri.com/financials/financials-report.md): Your studio's money at a glance: outstanding and overdue invoices, revenue, payments, client credit, aging, retainers and what needs attention.
- [Financial Hub](https://docs.moodiri.com/financials/financial-hub.md): One place for your studio's money: today's position, collections, invoices, project finances, firm health, client funds and sales tax.
- [Record a sales tax remittance](https://docs.moodiri.com/financials/record-a-sales-tax-remittance.md): Mark the sales tax you paid to a state as remitted, so each collection period shows what is paid and what is still due.
- [Sales tax report](https://docs.moodiri.com/financials/sales-tax-report.md): See sales tax charged and collected for any date range, by state, county, city and district, and export it for filing.
- [Retainers](https://docs.moodiri.com/financials/retainers.md): Collect money up front with a Stripe payment link, hold it for your client, and apply it to invoices as the project moves.
- [Request a retainer from a project](https://docs.moodiri.com/financials/request-a-retainer.md): Create a Stripe payment link for a retainer from the project page, then share it with your client to collect funds up front.
- [Apply a retainer to an invoice](https://docs.moodiri.com/financials/apply-a-retainer-to-an-invoice.md): Use retainer funds you hold to pay part or all of a draft invoice, so your client is only charged what is left.
- [Cancel or refund a retainer](https://docs.moodiri.com/financials/cancel-or-refund-a-retainer.md): Cancel a retainer your client has not paid yet, or refund some or all of a paid retainer to their original payment method.

## Chrome extension

- [Install and connect the Chrome extension](https://docs.moodiri.com/chrome-extension/install-and-connect.md): Install the Moodiri Chrome extension and connect it to your account with an API key, so you can capture products from any website.
- [Capture a product](https://docs.moodiri.com/chrome-extension/capture-a-product.md): Turn any product page into a Moodiri product in one click, with its photos, price, dimensions and vendor, sent to a project or your Library.
- [Chrome extension troubleshooting](https://docs.moodiri.com/chrome-extension/troubleshooting.md): Fixes for the messages the Moodiri Chrome extension shows: no product detected, failed extraction, bot checks, key problems and limits.

## Client portal (designer side)

- [How the client portal works](https://docs.moodiri.com/client-portal/how-the-portal-works.md): Your client portal is a private, branded site where each client sees their project, decides on approvals, pays invoices and chats with you.
- [Your portal address](https://docs.moodiri.com/client-portal/your-portal-address.md): See, copy and change the web address your clients use to open your client portal. Old addresses keep working.
- [Invite clients and manage portal access](https://docs.moodiri.com/client-portal/invite-clients-and-manage-access.md): Invite each client on a project to your portal, resend a lost invite, or revoke access when someone should no longer get in.
- [Brand your client portal](https://docs.moodiri.com/client-portal/branding-the-portal.md): Add your logo and brand colour so the client portal, invoices and invites look like your firm, not like software.
- [Intake and brief question flows](https://docs.moodiri.com/client-portal/intake-and-brief-question-flows.md): Question flows are short, branching questionnaires your clients answer in the portal, such as a brief for each room.
- [Create a question flow](https://docs.moodiri.com/client-portal/create-a-question-flow.md): Build a branching questionnaire for your clients: add questions, set their types, and send each answer to the right next question.
- [Publish and attach a question flow](https://docs.moodiri.com/client-portal/publish-and-attach-a-question-flow.md): Publish a finished question flow, then attach it to a space so your client can answer it as that room's brief in the portal.

## Settings

- [Profile](https://docs.moodiri.com/settings/profile.md): Set the name, photo, title, phone, booking link and hourly rate your team and clients see, and manage how you sign in.
- [General](https://docs.moodiri.com/settings/general.md): Your firm's business details, client portal address, and who represents the firm to clients on new projects.
- [Invoicing](https://docs.moodiri.com/settings/invoicing.md): Set your firm's default markups, decide who pays online payment fees, and review which projects need a sales tax decision.
- [Branding](https://docs.moodiri.com/settings/branding.md): Add your logo and brand color so the client portal, your invoices and your dashboard look like your firm.
- [Appearance](https://docs.moodiri.com/settings/appearance.md): Choose a light, dark or system theme for Moodiri on the device you're using.
- [Notifications](https://docs.moodiri.com/settings/notifications.md): Choose how your firm is alerted to overdue invoices, payments and approvals, and whether invoice emails you send copy you in.
- [Team](https://docs.moodiri.com/settings/team.md): See who is in your firm, how many paid seats are in use, and invite, edit, unassign or remove teammates.
- [Invite people](https://docs.moodiri.com/settings/invite-people.md): Send a teammate an email invitation to join your firm, with the role and access they need from day one.
- [Set roles and admin permissions](https://docs.moodiri.com/settings/set-roles-and-admin-permissions.md): Make a teammate a Member, Admin or Owner, and choose exactly which firm-level permissions an Admin gets.
- [Manage seats](https://docs.moodiri.com/settings/manage-seats.md): Add or reduce paid seats, free a seat by unassigning someone, and give a returning teammate their seat back.
- [Remove a member](https://docs.moodiri.com/settings/remove-a-member.md): End a teammate's access, either by unassigning their seat so they can come back later, or by removing them from the firm for good.
- [Integrations](https://docs.moodiri.com/settings/integrations.md): Connect Stripe to get paid online and QuickBooks to keep your books in step with the invoices and payments in Moodiri.
- [Connect Stripe payouts](https://docs.moodiri.com/settings/connect-stripe-payouts.md): Connect your Stripe account so clients can pay invoices online and the money is paid out to your bank.
- [Connect and disconnect QuickBooks](https://docs.moodiri.com/settings/connect-quickbooks.md): Link your QuickBooks Online company so invoices you issue and payments you receive post there automatically.
- [Import from QuickBooks](https://docs.moodiri.com/settings/import-from-quickbooks.md): Bring your earlier QuickBooks clients, invoices, payments and credit memos into Moodiri, checking each record before it's added.
- [Review QuickBooks sync](https://docs.moodiri.com/settings/review-quickbooks-sync.md): See which invoices have posted to QuickBooks, retry the ones that didn't, and clear anything held for your review.
- [Choose which QuickBooks item each kind of line posts to](https://docs.moodiri.com/settings/map-quickbooks-categories.md): Map each kind of Moodiri invoice line, such as design fees, shipping or product charges, to one of your own QuickBooks Products & Services.
- [Browser extension](https://docs.moodiri.com/settings/browser-extension.md): Create the API key that connects the Moodiri Chrome extension, choose what it saves, and track this month's captures.
- [Section templates](https://docs.moodiri.com/settings/section-templates.md): See and delete the reusable sets of product sections your firm has saved from spaces.
- [Billing and subscription](https://docs.moodiri.com/settings/billing-and-subscription.md): See your Moodiri plan, next billing date, payment method, paid seats and past invoices, and subscribe when a trial ends.
- [Manage subscription and payment method](https://docs.moodiri.com/settings/manage-your-subscription.md): Update the payment method for your Moodiri subscription, fix a failed payment, and download your Moodiri invoices.
- [Privacy and analytics](https://docs.moodiri.com/settings/privacy-and-analytics.md): Choose whether Moodiri collects anonymous feature-usage data and masked onboarding replays from your account.

## For clients

- [Sign in to your portal](https://docs.moodiri.com/for-clients/signing-in-to-your-portal.md): Sign in to your designer's client portal with a code sent to your email, a password, Google or Apple. No account to create first.
- [Set a password from an invite](https://docs.moodiri.com/for-clients/set-a-password-from-an-invite.md): Opened a portal setup link from your designer? Create a password, or use Google or Apple, and go straight into your project.
- [Overview](https://docs.moodiri.com/for-clients/overview.md): Your project's home page: the decisions and invoices waiting on you, your designer's contact details, your rooms, documents and recent activity.
- [Approvals](https://docs.moodiri.com/for-clients/approvals.md): Every decision your designer needs from you, in one list: what's waiting on you now, and a history of what you've already decided.
- [Approve or request changes](https://docs.moodiri.com/for-clients/approve-or-request-changes.md): Look through the options your designer sent, then approve the one you want or tell them what you'd like changed. Your answer is saved with the project.
- [Spaces and briefs](https://docs.moodiri.com/for-clients/spaces-and-briefs.md): See your project room by room: what still needs your review, what's been chosen, related files, and any room briefs your designer asked you to answer.
- [Answer a space brief](https://docs.moodiri.com/for-clients/answer-a-space-brief.md): Answer your designer's questions about one room, at your own pace. Your answers save as you go and reach your designer when you submit.
- [Selections](https://docs.moodiri.com/for-clients/selections.md): Every piece chosen or proposed for your home in one list, with prices, dimensions, delivery status and a chat for each item.
- [Invoices and paying](https://docs.moodiri.com/for-clients/invoices-and-paying.md): See everything your designer has billed and what you've paid, open any invoice, download PDFs and receipts, and pay online.
- [Pay an invoice](https://docs.moodiri.com/for-clients/pay-an-invoice.md): Pay your designer's invoice online by card, US bank account or Apple Pay, on a secure page that shows exactly what you're paying for.
- [Documents](https://docs.moodiri.com/for-clients/documents.md): Contracts, drawings and other files your designer shares with you, kept in one place to view and download any time.
- [Chat with your designer](https://docs.moodiri.com/for-clients/chat-with-your-designer.md): Message your designer from the portal, share photos and files, and keep every conversation with the project instead of scattered across texts and emails.
- [Answer your project intake](https://docs.moodiri.com/for-clients/project-intake.md): Answer a few questions at the start of your project so your designer can shape the first ideas. Your answers save as you go.
- [Notifications and activity](https://docs.moodiri.com/for-clients/notifications-and-activity.md): See what needs your attention (decisions, invoices, new documents) and a full history of what has happened on your project.
- [Portal settings](https://docs.moodiri.com/for-clients/portal-settings.md): Update your photo and contact details, add or change a password, sign out, or remove your own access to this project portal.

## Reference

- [Keyboard shortcuts](https://docs.moodiri.com/reference/keyboard-shortcuts.md): Open search from anywhere, send chat messages without the mouse, and capture a product from any website with the browser extension's shortcut.
- [Statuses glossary](https://docs.moodiri.com/reference/statuses-glossary.md): What every status in Moodiri means, for projects, approvals, invoices, products, tasks, timesheets, retainers and your subscription, plus what clients see.
- [Limits and limitations](https://docs.moodiri.com/reference/limits-and-limitations.md): File sizes, counts, time windows and rules across Moodiri in one list, with a link to the page that explains each one.
- [Feature availability](https://docs.moodiri.com/reference/feature-availability.md): Some Moodiri features roll out firm by firm before they reach everyone. These are the ones released to every firm today, and where to find each.
- [Legal](https://docs.moodiri.com/reference/legal.md): Moodiri's Terms of Service, Privacy Policy and Data Processing Agreement for firms, and the Client Portal Terms and Privacy Notice for your clients.
- [What's new](https://docs.moodiri.com/reference/whats-new.md): Recent Moodiri releases in plain words: refunds to clients, billing logged time, QuickBooks import improvements, faster pages and clearer approval labels.

## Optional

- [Changelog](https://docs.moodiri.com/changelog.md): every improvement and fix, newest first