Getting started

Find your way around the sidebar

What's in each sidebar group and when you'd use it.

3 min read 7 steps 1 screenshot

When you're done

Know where every page lives.

The sidebar groups

Click a group name to open or close it. The page you're on is highlighted.

The orange numbers match the steps below.
  1. Dashboard and Start Here

    Your daily view and the setup checklist.

  2. My Studios

    One page per craft (Print, Cut & Press, Candle Studio and so on) with its materials, products, calculators and orders to make. Add a studio adds more.

  3. Inventory

    Materials is every supply, blank and roll in one list. Purchasing shows what to reorder and tracks purchase orders.

  4. Products & Making

    Products & Costing, Designs, the Production Board, Make Product and Production History.

  5. Sales

    Customer Requests, Quotes, Orders, Invoices, Fulfillment (pickup and shipping), Customers and Customer Messages.

  6. Reports

    Sales, profit, production, stock and fulfillment in one place.

  7. Help & Account

    This Help Center, Support, Subscription & Billing, and Settings.

Hide the sidebar

Click the arrow next to the logo to collapse the sidebar and give the page more room. Click it again to bring it back.

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