How to use Forgedo

1. Set up your business

1. Open Quotes & Invoices.
2. Go to Business Settings and add your business name, email, address and logo.
3. Go to SMTP settings and add your email server details so Forgedo can send emails.

2. Add your first client

1. Open the Clients tab.
2. Add the client name, email, phone and company if needed.
3. Save the client so you can reuse it in invoices and quotes.

3. Create invoices and quotes

1. Create a new invoice or quote.
2. Add line items, due date, tax and notes.
3. Send it by email or share the client portal link.

4. Use the client portal

• Generate a portal link from an invoice or quote.
• Clients can open it, review the document and respond.
• You can track portal events in the document history.

5. Booking and appointments

• Open Booking to set your availability.
• Share your booking page with clients.
• Forgedo can send confirmation and reminder emails automatically.

6. Dashboard and CRM

• Use Dashboard to track revenue and activity.
• Use CRM to store contacts and manage follow-ups.

Need help?

Email support@forgedo.com and we will help you.