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Quick Setup Guide

Get Brightenly ready to use in three steps. You can complete all of them from the Onboarding page shown when you first sign in, or return to it any time from your account settings.

app.brightenly.io/onboarding
Welcome to Brightenly 👋
Complete these steps to get set up in minutes.
Step 1 of 3 complete
Business Profile
Completed
2
Email Setup
Connect how you receive client emails
Gmail Recommended
Emails sync automatically. Brightenly can detect new leads from your inbox.
Brightenly Email
Use a Brightenly address. Forward client emails to keep them in sync.
3
Connect Stripe
Accept card and bank payments on invoices

Step 1 — Complete your business profile

Fill in basic details about your business. This helps Brightenly tailor the experience to how you work.

Field What to enter
Industry The sector your business operates in
Service description A brief description of what you offer
Customer types Who you typically work with (e.g. small businesses, enterprises)
Typical deal sizes The usual size of projects you take on

Note

Only account admins can edit the business profile. Team members can view it but not change it.

Step 2 — Set up your email

Connect your Gmail account so Brightenly can capture incoming and outgoing emails as conversations.

  1. Click Connect Gmail on the onboarding page
  2. Sign in with your Google account and approve access
  3. Brightenly will start syncing your inbox

If you prefer not to connect Gmail, Brightenly provides a dedicated email address you can use to receive client emails directly.

Tip

Connecting Gmail is recommended. It lets Brightenly automatically detect new leads and create contacts and projects from incoming emails.

Step 3 — Connect Stripe

Link your Stripe account to accept card and bank payments on invoices.

app.brightenly.io/onboarding
3
Connect Stripe
Accept card and bank payments on invoices
stripe
Stripe Connect
Secure payment processing for invoices
What you'll be able to do
Accept card payments from clients worldwide
Accept bank transfers (ACH / BACS)
Automatic payouts to your bank account
Send payment links directly from invoices
Identity verification may be required by Stripe to activate payouts. This is a one-time step.
You'll be redirected to Stripe to authorize the connection
  1. Click Connect with Stripe on the onboarding page
  2. You'll be redirected to Stripe to authorize the connection
  3. Complete Stripe's identity verification if prompted (required to receive payouts)

Once connected, you can create invoices and share payment links with clients immediately.

After completing all three steps, you're ready to go. Head to your kanban board to create your first project.