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Step-by-step guide · Getting Started

Get set up on Gliss

Move your business over, add your clients, and send your first invoice: start to finish, in about an afternoon.

Updated June 26, 2026

This is the whole path from an empty account to your first paid invoice. Follow it in order; each step builds on the last. Most people finish in an afternoon, and you can stop and pick up where you left off any time.

Tip

Coming from another tool like HoneyBook or Dubsado? Bring your client list with you first: see Switching to Gliss, then come back here at step 2.

Set up your brand

Your account starts as one workspace. Set the logo and accent color that clients see on everything you send.

  1. Open Settings → Brands and choose Edit brand.
  2. Upload your logo and set your accent color.
  3. Save. Your logo and accent apply to every client surface right away.

Your sending email address and domain go live at setup; see Customize your branding for the details.

Add your clients

You can add clients one at a time, or import a whole list at once.

  1. Go to Clients and choose New client for a single contact.
  2. To bring a list, choose Import and upload a CSV.
  3. Map the columns Gliss can't guess, then confirm.

Note

Nothing here is permanent. You can edit a client any time, and importing the same list again updates matches by email rather than duplicating them, so it's fine to import first and tidy up later.

Send your first invoice

This is the fastest way to see Gliss working end to end.

  1. Open a client and choose New invoice.
  2. Add line items, or start from a saved package.
  3. Send it. Your client gets a branded link they can pay online.

When the payment clears, the invoice marks itself paid and the money shows up in your reports, with no manual reconciling.

Set up your team

If you work with anyone (a second shooter, an assistant, a bookkeeper), you can manage who's on your account and the role that controls what each person sees.

  1. Go to Settings → Team to see who's on your account.
  2. A role controls what a teammate can see and change.

Note

Sending invites for new teammates to join themselves is on the way. For now, reach out if you need someone added.

What's next

You've got the core loop: clients in, invoices out, paid. From here, the most common next steps are:

  • Send an invoice: the full reference, including deposits and payment plans.
  • Automations: let routine follow-ups, reminders, and thank-yous send themselves.
  • Creatives: if you deliver photo or video, the Creative Suite adds galleries, proofing, and review rooms on top of everything above.

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