kreativ.mind
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Getting started

Account setup and the typical workflow from client to invoice.

kreativ.mind manages inquiries, clients, bookings, contracts, appointments, messages and invoices in one application. This page describes the setup and the typical workflow.

Set up the account

After signing up, you choose a plan and configure the company profile. Logo, default tax rate and email settings can be adjusted any time under Settings.

The typical workflow

  1. Create a client — under Contacts, with one or more associated persons.
  2. Create a booking — the central record: line items, locations, notes and checklists attach to it.
  3. Schedule appointments — in the calendar, with configurable appointment types and resources.
  4. Contract & invoice — share contracts for digital signing, issue invoices with gapless numbering (see Accounting).

This documentation is being extended continuously; detailed guides for the individual modules will follow.