Naming Your Workspace and Adding Your Business Details

Your workspace is where all your Clients, Projects and Invoices live. Your business details are what your Clients see on Invoices and emails. Set both up first.

Name Your Workspace

The first time you open your Dashboard, hrglass asks you to name your workspace.

1. Enter a Workspace Name, like your company name.
2. Click Continue.

To change it later, go to Settings › Workspace Details.

Add Your Business Details

1. Go to Settings › Business Information.
2. Enter your Business Name.
3. Click Upload Logo and choose an image file.
4. Fill in your Business Address.
5. Enter your Business Phone Number and Business Email.
6. Click Save Changes.

Your logo and details now show on your Invoices and on emails you send to Clients. To swap the logo, click Remove Logo and upload a new one.

Tip

Use a Business Email you check. It’s how your Clients reach you about Invoices.

Next Step

Add your first Client, then create your first Project.