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

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💬 Quick Question? Click the Pink Bubble chat.

📧 Email Us: <a href="mailto:Support@Spiro.Media" rel="nofollow noopener noreferrer" target="_blank">Support@Spiro.Media</a>

🛠️ New or Overhauling? Get your setup dialed in with <a href="https://zoom.us/meeting/register/tJMqdeGqrzojEt2eAS5dxZA7Fj63DmQtKppw#/registration" rel="nofollow noopener noreferrer" target="_blank">Onboarding</a>.

🎧 Want Tips? Listen to the latest on the <a href="https://www.youtube.com/@SpiroPodcast" rel="nofollow noopener noreferrer" target="_blank">Spiro Podcast</a>.

- 💬 Quick Question? Click the Pink Bubble chat.
- 📧 Email Us: <a href="mailto:Support@Spiro.Media" rel="nofollow noopener noreferrer" target="_blank">Support@Spiro.Media</a>
- 🛠️ New or Overhauling? Get your setup dialed in with <a href="https://zoom.us/meeting/register/tJMqdeGqrzojEt2eAS5dxZA7Fj63DmQtKppw#/registration" rel="nofollow noopener noreferrer" target="_blank">Onboarding</a>.
- 🎧 Want Tips? Listen to the latest on the <a href="https://www.youtube.com/@SpiroPodcast" rel="nofollow noopener noreferrer" target="_blank">Spiro Podcast</a>.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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