Welcome to Wethos! We're so excited to help scale your business.
Welcome to Wethos! We're thrilled that you've chosen us to help scale your business and take it to new heights. As former freelancers and agency owners ourselves, we understand that starting a new platform can feel overwhelming, but don't worry - we're here to make your transition as seamless as possible.
Whether you’re just getting started and are looking for a solution to level up and grow your business, Wethos has a wide range of features to meet your needs!
Consider this article your comprehensive guide on how to quickly get up and running on Wethos.
Creating your Account
Creating an account with Wethos is quick and easy. Head over to our sign-up page to get started:
Sign up with Gmail - Simply click on the “Continue with Google” on the signup page. You’ll be able to use your Gmail login for all future logins. Never worry about having to remember another password!
Sign up with your email address - Enter your First and Last Name, email address, and create a password. You’ll need to verify your email address before you can take certain actions on our platform sending invoices and proposals to your clients. Read more about email address verification here.
Setting Everything Up
Check out your Dashboard
Once you log in to your account, you’ll land on your Dashboard. Think of your Dashboard as your home base on the platform to stay on top of what to do next for your business. You can find key cash flow insights, such as a comparison of your project pipeline, invoice status, and recent activity with your clients and recorded payments.
To get a more in-depth understanding of all the features offered by the business dashboard, we recommend checking out our Dashboard overview article.
If you’re getting started, create your first project or explore our template library for your first test.
As a Wethos Starter 🌱 user, you’ll be able to create one project from our templates or from scratch - free of charge.
If you wish to create more than one project, you can always upgrade your account to Wethos Pro⚡️ or Wethos Team 👑, where you will have the ability to create an unlimited number of projects.
You can learn more about Wethos Pro and all the perks that come with upgrading your account in our article on Getting Started with Wethos Pro⚡️.
Wethos Team 👑 provides you with all of the benefits that come with Wethos Pro⚡️plus collaborative proposal and invoice management for your team.
Add your Branding
Setting Up Your Brand in Onboarding
When you first sign up for Wethos, you’ll go through an onboarding process that includes setting up your brand. This ensures your branding is applied from the start, giving all your documents a consistent, polished appearance.
Here are the areas you can customize:
Business Name
Enter your business name to appear on all client-facing documents, creating a professional identity for your brand.Logo
Upload your logo, which will be featured at the top of your proposals, invoices, and other client-facing materials.Brand Color ⚡
For a more customized look, Wethos Pro⚡️ users can select primary and accent colors that reflect their brand’s unique style. These colors will appear on key elements within your proposals and invoices.Font ⚡
Wethos Pro⚡️ users also have the option to choose a custom font for a cohesive, branded experience across all documents.
If you want to learn more about all the features that come with Wethos Pro, go here
Set up your Payment Methods (Wethos Pro⚡️ Feature Only)
Get your invoices paid through your favorite payment platforms. Head over to your account settings and add the information for your favorite payment platforms or banks. Once you've added your payment links, handles, or bank information, they will be directly attached to your invoices where your clients can click on their preferred payment methods. You can check out our step-by-step article on how to set up each payment method HERE.
Create Your First Project
Head over to your Projects home page and begin to build out your first project by selecting “Create Project” at the top of the page.
You can build your first project from scratch or by using a Wethos scope of work template created by another business in the Wethos community. Our template library has over 150+ scope templates, and 1,000+ services to leverage as building blocks for your first proposal.
Our proposal template library has examples within a wide range of industries, including design, marketing, web development, consulting, photography/videography, and more. You can also create templates within your own library of templates to prepare to pitch your next client in minutes. Don’t know where to start, or can’t find what you need, use the Wethos AI-Proposal Generator tool.
Send your first invoice
The most exciting part of winning new clients is getting paid quickly and easily. To stay on top of your business cash flow, you can create invoices directly from projects to make sure you get paid every dollar you’re owed.
You can build your invoice by referencing your proposal or adding custom line items to ensure you include all the work you’ve completed. You can include any business expenses you paid for, pass along payment processing fees or taxes, or include invoice discounts. Once you have everything included, you can send your invoice through the Wethos platform. Once it’s sent, you can sit back and relax, knowing your client can pay you directly through the invoice (as long as you have an approved Wethos Payment Account).
Once you’re onboarded to Wethos, feel free to check out our Perks page or People network to browse other profiles of potential collaborators for future projects. If you have any questions at all, feel free to reach out to our team at [email protected]
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Still have questions? We're happy to help!
Contact us at [email protected].