GigFlowCRM
Resources for launch

Helpful starting points for your GigFlow workspace.

Use these guides as the lightweight path from signup to your first live booking workflow.

01

Launch checklist

Confirm business settings, public workspace links, branding, starter templates, service packages, and email settings.

02

First lead workflow

Share the public inquiry form, review the contact page, move the pipeline stage, and send your first proposal.

03

Documents setup

Tune proposal, contract, invoice, discount, and service package templates before using them with live clients.

04

Client portal prep

Preview client documents, payment links, planning forms, playlists, and guest access before sending links.

05

Team setup

Invite users, decide who is admin/bookable DJ/both, enable DJ email notifications, and assign events.

06

Billing and backups

Configure Stripe subscription billing, workspace backups, retention rules, and support access before inviting customers.

Ready when you are

Open a workspace and shape the workflow around your business.

Create your workspace