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From your first login to your first sent quotation — here's exactly what onboarding looks like in fylt Studio, start to finish.
Onboarding starts with a 3-month free trial that needs no payment method. On your first login, fylt Studio opens a short guided setup checklist tailored to your role — account owners get business details, availability, storefront, team, and first-quotation steps, while invited teammates get a lighter orientation to their own dashboard, calendar, and projects. Every step links straight to the right screen, can be skipped, and stays available to finish later from the Studio Tour.
Every new fylt account begins with a three-month trial with every module unlocked and one member seat — no credit card required to start. That's enough time to actually run client work through the platform rather than click through a demo. If you don't convert to a paid plan, your trial data is kept for thirty days after the trial ends before it's removed, so nothing disappears the moment the trial expires.
The first time an account owner signs in, Studio opens a "Get set up" checklist — one focused step at a time, each with a button that jumps straight to the right settings panel or page. Close it at any point and it reopens next time you visit, until every step is finished or you choose Done. Steps that only make sense with certain modules enabled, like publishing a storefront, only appear if that module is part of your plan.
A few quick steps to get your business fully set up — each one takes you straight to the right screen, and you can always finish later.
Your logo, address, and tax details appear on every quotation, invoice, and document you send.
Configure your working hours and calendar so clients can book time with you in fylt Calendar.
A public page that showcases your work and lets clients discover and book you directly through fylt Storefront.
Bring your team into fylt and assign them a role in fylt Team.
Create and share a quotation with a client — the first step of fylt's connected billing loop in fylt Billing.
Clients pay you directly, however you already take payment — fylt never collects money on your behalf. Add your preferred payment instructions so they show up on every invoice automatically.
Teammates you invite through fylt Team get a lighter, role-appropriate orientation instead of the full owner setup checklist — nobody is asked to configure settings they don't have permission to change. It only shows the tools they actually have access to, once, and can be dismissed from then on.
A quick orientation to the parts of fylt relevant to your role.
Everything that matters, on one screen, filtered to the modules you have access to.
See your bookings and events, and reschedule when you need to (if Calendar is enabled).
Track the tasks and projects assigned to you on the kanban board (if Projects is enabled).
Respond to client tickets, or raise your own to fylt support (if Support is enabled).
Finished the checklist, or just want a refresher? The complete Studio Tour is always one click away from the ⋯ more menu in the top navigation — it's the same guided orientation, available on demand rather than only on day one.
Once you're set up, these guides walk through configuring and getting the most out of the modules the checklist touches on.