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Get Started with Cortado

This guide will help you get up and running with Cortado quickly.

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Step 1: Sign Up and Create Your Organization

1

Create your account

Sign up for Cortado using your email address. You’ll receive a confirmation email to verify your account.
2

Create your organization

After signing in, create your organization:
  • Enter your business name
  • Add your business details
  • Upload your logo (optional)
3

Complete your profile

Fill in important business information:
  • Business address and contact information
  • Service areas
  • Operating hours
  • Company logo and branding

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Step 2: Set Up Integrations

Connect the services you use:
  • Stripe: Connect your Stripe account to accept payments
  • Gmail: Connect Gmail to sync emails and send messages
  • Google Calendar: Sync your calendar for availability management

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Step 3: Create Your First Inquiry

1

Add a new inquiry

Click “Create New Inquiry” from the dashboard or leads pipeline.
2

Enter customer information

Add the customer’s name, email, phone, and company details.
3

Add event details

Specify the event:
  • Event type and date
  • Expected guest count
  • Location
  • Special requirements
4

Send your first quote

Create and send a quote:
  • Select service packages
  • Add any add-ons
  • Apply discounts if needed
  • Send to the customer

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Next Steps

Dashboard

Get an overview of your business.

Leads Pipeline

Learn how to manage your leads.

Events & Calendar

Schedule and manage events.

Features

Explore all of Cortado’s features.
Need help? Contact our support team at support@cortado.pro.