Spiro

A quick introduction to the platform, how to navigate the dashboard, and how to use the Pink Chat bubble for support.

Module 0: Welcome to Spiro & Support Resources 👋

Set up your company "DNA"—your contact info, branding, logos, and mobile app (PWA) configuration.

Module 1: Company Settings & Branding 🏢

Configure your payment processor (Stripe/Titus), set up tax rates, and enable the "Pay Before Download" workflow.

Module 2: Invoicing & Payments 💰

Create your individual service items (Photos, Drone, Floor Plans) and set their pricing and duration rules.

Module 3: Creating & Pricing Services 🛠️

Configure automatic scheduling logic, minimize drive-time gaps, and customize the Order Success message.

Module 4: Building Your Order Page 🛒

Module 5: Scheduling Rules 📅

Define your territory anchor points, radius geofences, and travel fee logic (Tiered vs. Per Mile).

Module 6: Service Areas & Travel Fees 📍

Admin settings for photographers: assigning skills, setting start/end locations, and defining efficiency rules.

Module 7: Team Management & Profiles 👥

How to log in as a photographer and perform the critical Two-Way Google Calendar Sync.

Module 8: Photographer Portal & Calendar Sync 🔄

Technical setup for DNS records to configure your custom Portal Domain and Email Sending Domain.

Module 9: White Labeling (Domains & Email) 🌐

Customize the "Big 3" Email Templates (Confirmation, Delivery, Invoice) and SMS messages to match your brand voice.

Module 10: Customizing Notifications 🔔

Run a full job lifecycle: place a test order, upload media, and deliver assets to view the client experience.

Module 11: The Full Workflow (Test Order) ⚡

How to embed your finished Order Page onto your company website (Wix, Squarespace, WordPress).

Module 12: Website Integration (Go Live) 🚀

Todd Kivimaki

A step-by-step guide to configuring your services, team, and booking engine.

NEW! Getting Started: The Complete System Setup Series

Find answers and get help from Intercom Support and Community Experts

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