GETTING STARTED
Crevida starts getting itself ready for you
When you join, Crevida uses your website to start bringing in some of the essentials about your business, including your services and brand colours. You check what we’ve found, get the remaining essentials in place and reach Ready to use Crevida. Then you can start using it with real enquiries, clients and bookings, and make more of Crevida your own as you go.
Some of the groundwork is already happening
Crevida looks at your website and starts pulling together useful information about your business. Your services. Your brand colours. The things that give your account a useful starting point. You check what we’ve found, change anything that needs changing and Crevida starts to look and feel more like your business.
A few final steps and Crevida is ready to use
By the time you look at this screen, Crevida has already helped put some of the essentials in place. Your Ready to use Crevida checklist shows you exactly what is left before Crevida is ready for your real enquiries, clients and bookings. There are six essentials in total, and three are already ticked off before you even get here. Finish the remaining steps and you’re ready to go.
Now start using it for real
Now start using it for real Bring in a client you’ve already booked. Let your next enquiry come into Crevida. Send a quote. Keep track of a payment. See what needs doing next. This is where Crevida starts becoming part of how you run the business day to day.
Then make more of Crevida your own
Once you’re up and running, you can start adding more of the things that fit the way you work. Build out your Client Journey. Add more automation. Create questionnaires. Set up scheduling. Bring more of your client experience into Crevida. You can add those parts as they become useful, gradually shaping Crevida around the way you run your business.
