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