Welcome to Moxie. You are not expected to learn an entire business platform in one sitting. This guide gives you the map first: what Moxie is, how your information fits together, and the most comfortable path from a new workspace to a business that feels organized and increasingly automatic.
One connected place to run your business
Moxie is built for people who manage both the work and the business around the work. Clients, projects, messages, meetings, agreements, forms, time, invoices, and payments are not separate stories. They are different parts of the same client relationship.
That is the central idea behind Moxie: enter useful information once, then let it stay connected wherever you need it.
How Moxie organizes your information
Clients provide the context. A client record brings together the people you work with, your notes and recent activity, and the related projects, invoices, agreements, forms, meetings, files, and other records that make up the relationship.
The main areas give you a business-wide view. Use Work when you want to see projects or time across every client. Use Money when you want to review all invoices, payments, or expenses. Use Sales, Inbox, and Calendar for the same cross-client perspective.
Settings holds the reusable decisions. Templates, workflows, integrations, preferences, and workspace configuration live in Settings so your daily navigation can stay focused on real work.
Moxie Assistant helps across those areas. Use it to think through a business question, prepare structured project, invoice, and form drafts, improve writing, summarize longer records, and discuss Business Summary reports. Assistant proposes work for you to review; it does not silently send or finalize client work.
The main navigation follows the way you run your business. Reusable configuration stays organized in Settings.
A calm roadmap for getting started
You will get more value from Moxie by building one useful path at a time. We recommend this order:
Build your foundation. Add your business details and branding, connect the email address Moxie should send from, and connect your calendar.
Add a real client. A client gives the rest of Moxie meaningful context. Add a contact, a few notes, and the details you regularly need.
Complete one client journey. Create the kind of work you do most often—perhaps an agreement, form request, project, scheduled meeting, or invoice—and follow it through to completion.
Make the second journey easier. Once you understand the manual flow, turn repeated content into templates and repeated behavior into schedules or workflows.
Broaden your view. Use Home, list-page insights, forecasts, and reports to understand what needs attention and how your business is changing.
Bring in Assistant where it helps. Once you understand a workflow, use Assistant to accelerate the first draft while keeping the final review in your hands.
Your first client becomes the anchor for learning the rest of Moxie with real, connected information.
You do not need to configure everything
Moxie can support a broad range of businesses, so you will see features that may not belong in your workflow yet—or ever. That is okay. Start with the smallest set that lets you serve a client well. Add structure when a repeated task begins to cost you time.
The Getting Started guide will help you complete the few setup steps that affect the rest of the experience. After that, let your next real task decide what you learn next.
How to use this Help Center
The Moxie V4 Help Center follows the same mental model as the app:
Start here covers workspace setup and the first connected workflow.
Clients & contacts explains the relationship hub for each client.
Work covers projects, tasks, recurring work, and time.
Money covers invoices, payment plans, payments, expenses, products and services, and reporting.
Sales covers opportunities, agreements, forms, and submissions.
Inbox & communications covers email, tickets, calling, and text messaging.
Calendar covers your schedule, booked meetings, and scheduling links.
Moxie Assistant covers structured creation, writing tools, summaries, Business Summary, and access.
Client portal covers the space your clients use to work with you.
Settings & administration covers templates, workflows, preferences, team access, billing, and workspace data.
Where to go next
Continue with Complete your workspace setup. Once the foundation is ready, add your first client and complete one piece of real work from beginning to end. You will learn Moxie faster from that connected journey than from trying to memorize every screen.
Continue the Getting Started tutorial