Getting Started
Set up your account, pick your profession, and start managing your creative business.
Getting Started
5 articles
Creating your account
Sign up at booksui.com with your email or Google account. No credit card required. The free Starter plan includes unlimited contacts, 3 galleries, proposals, contracts, and Stripe invoicing.
Choosing your profession
During onboarding, select your creative profession (photographer, videographer, DJ, event planner, etc.). Booksui customizes your navigation labels, templates, and workflows based on your selection. You can change this later in Settings.
Navigating the dashboard
Your dashboard shows key metrics at a glance: upcoming sessions, pending invoices, recent inquiries, and revenue. The sidebar organizes your work into Inquiries, Sessions, Jobs, Paperwork, Delivery, and more.
Importing contacts
Import your existing contacts via CSV upload. Go to Contacts and click Import. Map your CSV columns to Booksui fields (first name, last name, email, phone, etc.). Booksui will deduplicate by email address and merge any existing records.
Setting up your brand profile
Go to Settings > Brand to upload your logo, set your brand colors and fonts, and configure your business details. This branding is used across proposals, contracts, invoices, galleries, booking pages, and client portal.