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Getting started
Getting started
29 articles in this collection
Written by
Erica Rosas
Welcome to Indy 🎉
Written by
Erica Rosas
Updated over a week ago
Setting up your account
Adding your brand & style
Written by
Erica Rosas
Updated over a week ago
Adding your preferred way to get paid
Written by
Erica Rosas
Updated over a week ago
Getting your contacts into Indy
Importing your contacts
Written by
Erica Rosas
Updated over a week ago
Adding a new contact
Written by
Erica Rosas
Updated over a week ago
Forms
Creating a form
Helpful info on creating your first form
Written by
Erica Rosas
Updated over a week ago
Sharing your form
Helpful info on sharing your forms
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Webflow
Helpful information on how to add an Indy form on Webflow
Written by
Erica Rosas
Updated over a week ago
Embedding your form on WordPress
Helpful information on how to add an Indy form on WordPress
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Squarespace
Helpful information on how to add an Indy form on Squarespace
Written by
Erica Rosas
Updated over a week ago
Embedding your form on Editor X (formerly Wix)
Helpful information on how to add an Indy form on Editor X (formerly Wix)
Written by
Erica Rosas
Updated over a week ago
Viewing your form responses
Helpful info on viewing form responses
Written by
Erica Rosas
Updated over a week ago
Proposals
Creating a proposal or estimate
Helpful info on creating your first proposal or estimate
Written by
Erica Rosas
Updated over a week ago
Contracts
Creating a contract
Helpful info on creating your first contract
Written by
Erica Rosas
Updated over a week ago
Projects
Creating a new project
Find all you need to know about creating your first project
Written by
Erica Rosas
Updated over a week ago
Viewing the projects overview page
See how Indy keeps all your project information in one easy place
Written by
Erica Rosas
Updated over a week ago
Calendar
Creating a new calendar event
Everything you need to know about creating an event in Indy
Written by
Erica Rosas
Updated over a week ago
Adding your Google calendar
Everything you need to know about syncing your Google calendar to Indy
Written by
Erica Rosas
Updated over a week ago
Tasks
Adding a task
Helpful info on adding tasks
Written by
Erica Rosas
Updated over a week ago
Time Tracker
Adding time manually
Helpful info on adding hours manually
Written by
Erica Rosas
Updated over a week ago
Starting a new timer
Helpful info on starting your first timer
Written by
Erica Rosas
Updated over a week ago
Files
Uploading files
Helpful info on uploading files
Written by
Erica Rosas
Updated over a week ago
Adding a new folder
Helpful info on creating a folder
Written by
Erica Rosas
Updated over a week ago
Getting feedback on your files
Everything you need to know about sharing files with your clients and/or collaborators
Written by
Erica Rosas
Updated over a week ago
Invoices
Creating an invoice
Helpful info on how to create your first invoice
Written by
Erica Rosas
Updated over a week ago
Creating a recurring invoice series
Everything you need to know about setting up your recurring invoices.
Written by
Erica Rosas
Updated over a week ago
Profile
Profile Guidelines
Everything you need to know about creating an amazing profile
Written by
Erica Rosas
Updated over a week ago
Creating a profile
All you need to know about creating a profile
Written by
Erica Rosas
Updated over a week ago
What will my profile look like?
See how a well-crafted published profile looks to potential clients
Written by
Erica Rosas
Updated over a week ago