Skip to main content

​
Get Started with Cortado

When you sign up for Cortado Pro, a guided wizard walks you through the essentials — creating your organization, adding services, configuring your inquiry form, inviting your team, and connecting the tools you use every day. This page mirrors that flow so you know what to expect.
You can skip any step and come back to it later. A sidebar keeps track of your progress and lets you jump back to completed steps at any time.

​
Create Your Account

1

Sign up

Go to the Cortado Pro sign-up page and create an account with your email and a password. If you’d rather not set a password, you can sign in later with a magic link sent to your email.
2

Complete your profile

Enter your first name and last name. You can also add an optional phone number — we’ll use it in the future for important alerts about new leads and activity.

​
Set Up Your Organization

Once your profile is saved, the guided onboarding begins. First you’ll create your organization, then the step-by-step wizard takes over.
1

Create your organization

Enter your business name and contact email. You can optionally add your website. This creates the workspace where your leads, events, quotes, and invoices will live.
2

Add services

Build your service catalog by choosing from preset items (a fast way to get started) or by creating your own custom items. These are the services and add-ons you’ll offer to customers on quotes and in your inquiry form.
You can always add, edit, or remove services later from Settings.

​
Configure Lead Capture

1

Set up your inquiry form

Configure your embeddable inquiry form with a live preview showing exactly how it will appear on your website. Choose which services are visible, tweak branding, and grab the embed code — available as either a multi-step wizard or a single-page layout.

​
Bring In Your Team

1

Invite teammates

Add team members by email and assign one or more roles with a multi-select dropdown. You can queue up multiple invites before sending them all at once.
Cortado supports Owner, Admin, and Barista roles. Choose the role that matches each person’s responsibilities.

​
Connect Your Tools

1

Connect Gmail

Link your Gmail account so you can send emails directly from Cortado and keep conversations in sync with the right lead or event. Once connected, Cortado automatically sets it as your default sender.
2

Set up payments with Stripe

Connect Stripe to accept card and ACH payments from customers.
A contact email on your organization is required before connecting Stripe — Cortado uses it when creating your Stripe account link. If you haven’t set one, do so in Settings first.
3

Start your free trial

Begin your 60-day free trial to unlock the full platform. You can skip this step and come back to it later — Cortado keeps your progress saved.

​
Next Steps

Once onboarding is done (or even before — everything is skippable), you’ll land on your dashboard. Here’s where to look next.

Dashboard

Your daily command center.

Leads Pipeline

Work incoming inquiries through to booked.

Events & Calendar

See every booking in one calendar.

Inquiry Forms

Get your form live on your site.

Features

Tour everything Cortado can do.

Integrations

Connect Stripe, Gmail, Calendar, and more.
Need help? Reach out to our team at support@cortado.pro, or use the in-app support chat from anywhere in Cortado.