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 sign up 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 like signing up for a Wethos Payments Account or 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 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
Personalize your proposals and invoices by adding your business branding to your Wethos account. To get started, simply navigate to "My Business" located at the top left of any page. With a Starter Plan 🌱, you can update your brand name and logo. If you're using Wethos Pro ⚡️or Wethos Teams, you'll have even more flexibility to customize your business name, logo, colors, and fonts, aligning them with your brand identity. If you want to learn more about all the features that come with Wethos Pro, go here
Set-up your Wethos Payments Account
Be prepared to start accepting payments on your invoices by instantly setting up a FREE Wethos Payments Account. With your Wethos Payments Account you can:
Keep tabs on your cash by easily tracking outstanding and paid invoices integrated with Stripe and Plaid for easy payments.
As a Wethos Pro ⚡️or Wethos Teams user, Invoice clients with only a 1% fee on bank payments and 2.9% + $0.30 on all card payments through Stripe.
As a Wethos Starter 🌱 user, Invoice clients with only a 1.5% fee on bank payments and 2.9% + $0.30 on all card payments through Stripe.
Use your Wethos debit card for out-of-pocket business costs and easily assign expenses to projects to bill your clients.
Instantaneously pay out teammates at no cost.
Apply for a Wethos Payments account by filling out the information on the Payments Account tab.
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].