> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarely.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your account

> Everything to configure before sending your first quote.

Ten minutes of setup prevents every common first-week frustration. Work through this list before sending your first quote.

## The essentials (do these first)

<Steps>
  <Step title="Add your business name">
    Go to **Settings → Business**. Set your business name — it appears on every quote, invoice, and email you send. Clients see it immediately. Use the name they know you by.
  </Step>

  <Step title="Add your payment options">
    Go to **Settings → Invoicing**, scroll to the Payment section. Add at least one:

    * **Venmo** — your username without the @
    * **Cash App** — your cashtag without the \$
    * **Zelle** — your registered email or phone number

    This is the most important setup step. Without it, clients open your invoice and have no way to pay you. If you want clients to pay by card instead, see [Connect Stripe](/invoices/connect-stripe) — available on Professional plan and above.
  </Step>

  <Step title="Install Clarely on your phone">
    Go to [clarely.app](https://clarely.app) in Safari (iPhone) or Chrome (Android) and add it to your home screen. This gives you push notifications the moment a client signs a quote — which is time-sensitive. See [Install on your phone](/getting-started/pwa-install) for step-by-step instructions.
  </Step>
</Steps>

## Quoting defaults

Go to **Settings → Quoting** to configure defaults that apply to every new quote.

**Default tax rate** — if you charge tax, set it here. It prefills on every quote so you're not entering it each time.

**Contract terms** — choose Standard or Enhanced. Standard covers the basics. Enhanced adds more detailed legal language. Both are included in your plan — pick the one that fits how you work.

**Quote expiry** — how many days before an unsigned quote expires. Default is 30 days. Adjust to match your business reality.

## Invoicing defaults

Go to **Settings → Invoicing**.

**Net terms** — how many days after sending until payment is due. Default is 14 days (net 14). Change this to match what you tell clients.

**Late fee** — if you charge late fees, configure the type (percentage or flat) and amount here. This shows as a preview on overdue invoices.

## Workflow defaults

Go to **Settings → Workflow** to configure what happens automatically before, during, and after a job — organized in that order on the page itself.

**Default acceptance flow** (before the job) — choose between "Schedule a job" (field service: cleaning, trades, maintenance) and "Send invoice immediately" (professional services: consulting, design, remote work). You can override this per quote, but setting the right default saves a step every time.

**Quote follow-up** (before the job) — Clarely can automatically follow up with clients who haven't signed. Set the timing and message here. Basic follow-up is available on Starter and above. Advanced follow-up (custom timing and messaging, up to 3 steps) is available on Professional and above.

**Auto-send invoice** (after the job) — when enabled, completing a job automatically sends the invoice to your client. A draft invoice is always created on job completion regardless of this setting — the toggle controls whether it's sent automatically or held as a draft for your review. See [Automatic invoicing](/invoices/auto-invoice) for the full picture.

**Invoice reminders** (after the job) — Clarely can automatically email clients who haven't paid. Set how many days after the due date before the reminder goes out. This runs in the background and stops automatically when the invoice is paid. Available on Professional and above.

## Schedule defaults (optional)

Go to **Settings → Schedule**.

**Default job duration** — how long jobs appear on your Schedule by default. Adjust if your typical job isn't 3 hours.

**Schedule hours** — the time range shown on your Schedule. Set this to match when you actually work.

**iCal sync** — if you want Clarely jobs to appear in Google Calendar, Apple Calendar, or another calendar app, your iCal feed URL is here. Copy it and subscribe in your calendar app. Available on Team plan and above.

## Team (if you have employees)

Go to **Settings → Team** to invite team members. Enter their name and email — they'll receive a welcome email and log in through your team portal when they're ready to work.

Your team portal URL is based on your business slug. You can find and customize the slug in Settings → Business.

## Upload your logo (optional but recommended)

Go to **Settings → Business** and upload a logo. It appears on every quote and invoice your clients see. PNG, JPG, or SVG, at least 300px wide. A logo makes your documents look professional immediately.

***

Once you've worked through this list, you're ready to send your first quote. See [Send your first quote](/getting-started/your-first-quote).