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Getting Started

Last Update hace 11 días

Welcome to TalleFlow Quick Start Checklist Understanding the Layout Setting up Finance Settings Auto-detect your brand from your website during onboarding

Quick Start Checklist

Vaasu Guduguntla

Last Update hace 24 días

Get set up in under 20 minutes This checklist walks you through the essential steps to get your workspace ready, connect your tools, and complete your first actions inside TalleFlow.

Step 1: Create Your Account (3 minutes)

  • Sign up with Google or create an account with email + password
  • If you used email, make sure to verify your email from your inbox
  • Once logged in, you’ll land on your Home dashboard

Step 2: Set Up Your Profile & Business (5 minutes)
Update Your Personal Profile
  1. Click your profile photo (top right)
  2. Select Manage your profile
  3. Upload your profile photo
  4. Add/update your personal details
Configure Your Business Settings
  1. Click the Business Switcher (top-left near the logo)
  2. Hover over your business name
  3. Click the ⚙️ gear icon to open Business Settings

Inside Business Settings, complete:

  • Business Name & Contact Details
  • Upload Business Logo
  • Business Address
  • Business Type & Industry
  • Brand Settings (coming soon)​
Step 3: Set Up Stripe Payments (5 minutes)
Enable your account to receive payments from invoices.


  1. Go to Finance → Settings
  2. Scroll to "Get Started with Stripe"
  3. Complete the Stripe Express setup flow
  4. Once finished, you’ll be able to accept credit card payments through invoice.

⚠️ You must complete Stripe setup before clients can pay through the “Pay Now” button.

Step 4: Connect Key Integrations (5 minutes)

IntegrationWhat it doesWhere to find it
Google WorkspaceUse Gmail inside TalleFlow and sync your Google CalendarBusiness Settings → Integrations → Google Workspace
Business Settings → NotificationsAttach and view Prismm floor plans inside projectsBusiness Settings → Integrations → Prismm
Notification PreferencesSet how and when you're notifiedBusiness Settings → Notifications
Notification PreferencesSet how and when you're notifiedBusiness Settings → Notifications
Step 5: Try Your First Core Actions (10 minutes)

✅ Create Your First Project
  • Go to Projects → Create Project
  • Add project name, type, stage, date, and assigned contacts
✅ Add Your First Contact
  • Go to Contacts → Add Contact
✅ Create & Embed Your First Contact Form
  • Go to Contact Forms, build your form, and publish it
  • Open Actions → Get Embed Code and paste the code on your site (Squarespace, Showit, Wix, WordPress, etc.)

📄 See our full guide: How to Embed Your TalleFlow Contact Form on Your Website

    ✅ Create & Send Your First Invoice
    1. Go to Documents → Create Document → Invoice
    2. Add line items or import your packages
    3. Click Send to Contact to assign your client
    4. Use the Preview (👁) tool to see what it looks like
    5. Send it: your client can pay online if you’ve connected Stripe
    ✅ Create & Send Your First Contract
    1. Go to Documents → Create Document → Contract
    2. Add your agreement text and merge tags
    3. Click Send to Contact to assign your client
    4. Your client signs electronically through the client portal
    💡 Quick Win Tips
    • Start Small - Create one project and a few contacts to get familiar.
    • Use Templates - Leverage built-in templates for invoices, proposals, and contracts.
    • Preview Everything - Click the 👁 preview icon in documents to see what your client will see.
    • Keep Integrations On - Google + Stripe give you the smoothest experience across email, meetings, and payments.

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