Step into the setup wizard.
The first time you land in your studio, Plero walks you through setup in order: Name your studio (how you appear to clients), Invoice identity (numbering and currency), Your signing identity (contracts need to know who you are), and Activate Chloe — your studio’s AI operator. Then you choose where to begin.
- Name your studio — this is the name your clients see on every document.
- Set invoice numbering, currency, and the signer behind your contracts.
- Activate Chloe and choose what she is allowed to help with.
Make your first move.
The wizard ends by asking where to begin. Import brings clients and invoices in from your old tool — the fastest way to feel at home. Or start fresh with a first client, send an invoice right away, or just look around.
- Import my data — bring clients and invoices in from your old tool.
- Add my first client, or send an invoice if there is money to collect today.
- Meet Chloe: four short first-run missions put her to work on your real data.
Let the tours show you each page.
Every page has a short guided tour that spotlights the real interface the first time you arrive — what the numbers mean, where the filters live, what your next action is. Replay any tour from the profile menu, or turn them off entirely.
- Tours run once per page and stay out of your way after that.
- Replay the current page’s tour from the profile menu at any time.
- The Tips & guides switch in Settings turns them on or off globally.