Clients & Contacts
Manage your clients, handle inquiries, send proposals, and get paid—all in one place.
By Enzo and 2 others3 authors14 articles
🧑🤝🧑 Contacts & Clients
Add, edit, and organize all your client and contact records in one place.
📩 Forms & Inquiries
Collect and manage incoming client requests with customizable forms, and keep all inquiries organized from first contact to booked Event.
- Understanding Forms & InquiriesForms are a great way to capture information from potential clients. With our latest updates, creating forms and managing inquiries is more powerful and customizable than ever.
- Curate Migration - Forms
- How To Add Contact Forms To Wix.comThis article will cover how to either embed a form to the Wix.com platform or create a button to link to a form!
- How To Add Contact Forms To Wordpress
- Building and Managing Workflow FormsWorkflow Forms take your client intake to the next level. While standard forms simply collect responses, Workflow Forms automatically create a brand new Project the moment a potential client hits…
💳 Payments & Engagement
Learn about proposal emails, payment settings, processing times, and how clients interact with you post‑booking.
- Curate Payments (US Customers)Curate allows you to collect digital payments seamlessly, ensuring accurate accounting with no credit card platform fees on your end.
- Curate Payments: Payout ScheduleUnderstanding Deposits and Timelines for Curate Payments
- ACH Processing Times in Curate PaymentsIf you're using ACH (bank transfer) through Curate Payments, you may be wondering how long it takes for funds to fully process.
- Stripe PaymentsConnect with Stripe and start accepting payments
- Contract Signature NotificationsReal-time Proposal Email Notifications: Never Miss a Signed Deal Again!
- How To Print An Event Proposal
- MessagesMessages delivers a structured, email-style communication experience between the Project Owner and Project Customer. Replies from the client are tracked directly in the Messages panel, keeping all project communication in…