Getting started
The route from your first sign-in to your first project, first client approval and first invoice, and where to get help.
- Getting started with TechstylesThe route from your first sign-in to your first project, first client approval and first invoice, and where to get help.
- Create your Techstyles accountRegister with your name, email and password, then confirm your email with a 6-digit code.
- Choose a plan and pay for a new studioChoose how many seats you need, pick monthly or annual billing, name your studio and pay on Stripe's checkout.
- Set up your studioThe short setup you see once your studio exists: your role, logo and your first invitations.
- Use the Get set up checklistSeven quick steps on Home that get a new studio ready, from your profile photo to your first project and client.
- Sign in and sign outSign in with your email and password, pick a studio if you belong to more than one, and sign out of this device.
- Sign in with two-factor, or if you've lost your phoneEnter the code from your authenticator app, or use a recovery code or an emailed code if you can't reach it.
- Reset a forgotten passwordGet a reset link by email and choose a new password. The link works once and lasts 15 minutes.
- Accept an invitation to a studioJoin a studio from your invitation email, whether you are new to Techstyles or already have an account.
- Accept an invitation to set up a new studioCreate your studio from an invitation sent by Techstyles, with a new account or the one you already have.
- Moving to Techstyles from spreadsheets or another toolWhat can come across from spreadsheets or another tool, what has to be added by hand, and a sensible order to do it in.
- Switch between studiosIf you work with more than one studio, choose one when you sign in, switch from your avatar menu, or leave a studio.
- Find your way around TechstylesWhat is in the sidebar, the top bar and the avatar menu, and how to collapse the sidebar.
- Jump to any page with Go to pagePress Cmd+K or Ctrl+K, type a page name or its two-letter shortcut, and press Enter.
- Read your Home dashboardWhat each card on Home shows, how to tick off a task from it, and why figures can differ by role.
- Connect your Google CalendarShow your Google meetings on Home, feed them into your daily brief, and add events to Google from Techstyles.
- Open and clear notificationsSee what needs you from the bell, jump straight to the item, and mark everything as read.
- Search what your documents and meetings sayAsk a question in plain words and find matching passages from documents, meeting notes, messages, Slack and email.
