Getting Started prepares the information and connections that invoices, agreements, scheduling, and other Moxie features rely on.
Before you begin
The workspace owner completes initial setup. Invited team members receive a shorter welcome experience based on the access they were given.
Complete initial setup
Add your business identity, location, currency, and timezone.
Upload your logo and select your primary and light brand colors.
Connect the email address Moxie should use for automated client messages.
Connect the calendar you use for availability and scheduling.
Add a real client or create a removable example client.
Choose the goal that best describes what you want to accomplish first.
Address, business phone, and website are recommended rather than required. Moxie warns you before continuing because leaving them blank can produce awkward business-information sections in invoices and agreements.
Start with the business details Moxie will reuse on documents, emails, and your client portal.
Confirm the essential connections
Before moving into daily work, confirm that Moxie shows an active automated sender and at least one connected calendar. These connections prevent avoidable interruptions when you send a document or publish availability.
After authorization, Moxie identifies the verified address it will use for documents, reminders, and client notifications.
A connected calendar gives Moxie the availability context needed for accurate scheduling.
Add the first client and choose a starting point
Your first client gives projects, invoices, agreements, forms, meetings, files, and communication a shared context. Use a real client when possible, or create a removable example client while you learn.
Add the client details you want Moxie to reuse throughout the relationship.
Your selected goal determines the first guided action Moxie recommends after setup.
Use the ongoing checklist
After the initial wizard, Get started appears above Home in the main navigation. The checklist links directly to unfinished work and completes automatically when Moxie detects the corresponding record or connection.
You can remove optional checklist items that do not apply to your business. Ending setup early is also available from the checklist menu, but Moxie warns you before removing the experience.
The persistent checklist separates essential setup from useful next steps and optional features.
Finish setup
When every remaining item is complete, the navigation item changes to Finish setup. Select it to review your checklist or confirm that you are finished. Getting Started remains in navigation until the workspace owner explicitly finishes it.
Continue the Getting Started tutorial