Getting started
5 min readUse this guide if you are opening Knot Folio for the first time. The goal is to keep the first setup small and easy to understand.
What you need before you begin
- A workspace owner who can finish the setup.
- Team member email addresses for anyone who needs access.
- A simple list of the lead stages your studio already uses.
- Any existing contacts or leads you want to import later.
How to set up the workspace
- 1Create the workspace and confirm the business details.
- 2Invite the owner and the first team members.
- 3Set roles so each person only sees what they need.
- 4Add your first lead stages and keep them short.
What to check after setup
- Send one test lead through the pipeline.
- Confirm that notifications reach the right people.
- Check that the team knows who owns follow-up.
Next step
Need onboarding help?. If you want a guided rollout, our team can help with integrations and onboarding.