> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up Cortado Pro in minutes with our guided onboarding

## 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.

<Tip>
  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.
</Tip>

## Create Your Account

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.

    <Info>
      You can always add, edit, or remove services later from Settings.
    </Info>
  </Step>
</Steps>

## Configure Lead Capture

<Steps>
  <Step title="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.
  </Step>
</Steps>

## Bring In Your Team

<Steps>
  <Step title="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.

    <Note>
      Cortado includes a built-in Admin role with full access. You can also assign custom roles with specific permissions — see the [Staff](/guides/staff) guide.
    </Note>
  </Step>
</Steps>

## Connect Your Tools

<Steps>
  <Step title="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.
  </Step>

  <Step title="Set up payments with Stripe">
    Connect Stripe to accept card and ACH payments from customers.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Next Steps

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

<CardGroup cols={2}>
  <Card title="Dashboard" icon="gauge" href="/guides/dashboard">
    Your daily command center.
  </Card>

  <Card title="Leads Pipeline" icon="filter" href="/guides/leads-pipeline">
    Work incoming inquiries through to booked.
  </Card>

  <Card title="Events & Calendar" icon="calendar" href="/guides/events-calendar">
    See every booking in one calendar.
  </Card>

  <Card title="Inquiry Forms" icon="window-maximize" href="/guides/forms">
    Get your form live on your site.
  </Card>

  <Card title="Features" icon="sparkles" href="/features">
    Tour everything Cortado can do.
  </Card>

  <Card title="Integrations" icon="plug" href="/guides/integrations/stripe">
    Connect Stripe, Gmail, Calendar, and more.
  </Card>
</CardGroup>

<Note>
  **Need help?** Reach out to our team at [support@cortado.pro](mailto:support@cortado.pro), or use the in-app support chat from anywhere in Cortado.
</Note>