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.

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.

1. Click Connect 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.