Implementation Packages | Account Set Up

Onboarding is part of every new account

We set up your account for the way your firm works and make sure your team is ready to run proposals, purchase orders, and invoices with confidence.

Interior designer working on the project

Why onboarding is required

Studio Designer works hundreds of different ways, because design firms do. Onboarding makes sure yours is set up to match how you work before you start relying on it.

Set up for your firm
Your account is configured around your team, your documents, and your tax and location needs, not left on default settings.

Get early decisions right
Setup choices shape everything that comes after. Getting them right up front saves you from fixing records by hand later.

Start with confidence
You work one-on-one with a specialist, so you know how to use Studio Designer for your daily work before you go live.

How onboarding works

You’ll meet one-on-one with a Studio Designer specialist in sessions built around your firm.

Get oriented
An overview of Studio Designer and a hands-on walkthrough of navigation and design tools.

Set up your account
Configure tax and location settings, employees, permissions, forms, and report defaults.

Build your workflows
Learn how proposals, invoices, purchase orders, and tear sheets work, and enter your first items, rooms, pricing, and images with guidance.

Connect payments and payroll
Set up StudioPay and Payroll so you can collect payments and pay your team from Studio Designer.

Onboarding

Included with One Studio | $450 for all other plans

Objective:
Establish a solid foundation in Studio Designer with essential setup, navigation, and initial configuration so you can use the platform confidently for daily tasks.

What’s Covered:
One-on-one sessions cover:

Studio Designer overview and hands-on walkthrough
Navigation, design tools, and tax and location setup
Core settings: employees, permissions, forms, and report defaults
Document workflows: proposals, invoices, purchase orders, and tear sheets
Guided data entry for items, rooms, pricing, and images
StudioPay and Payroll setup

Outcomes:

You’re ready to run proposals, purchase orders, and invoices in Studio Designer.
Your account is structured with the right users, permissions, and business data in place.
You have a solid foundation to build on as your firm grows, with support and training always available.