You’re in. Here’s how to get from an empty workspace to something you can actually send a client.
Sign up and verify
- Create an account on the Clippter signup page with a complete company email (for example
name@youragency.com— include the full domain). Personal inboxes such as Gmail or Hotmail cannot start a trial. Google sign-in is for existing teammates only — new trials use email and password. - Open the verification email and confirm.
- Sign in with the email that belongs to your agency workspace (owner or team invite). A client portal invite email is not an agency login — you’ll see a message to try a different email.
Forgot your password? Reset it from the login screen.
If your workspace later turns on multi-factor authentication, you’ll set that up under Settings → Security. You don’t need it on day one unless your owner already required it.
First owner vs invited teammate
If you created the workspace, you’re the owner. Clippter will ask for your name, your real agency or company name (placeholders like “My workspace” are not allowed), and country. Country matters later for holidays and how tax and bank fields are labelled.
After that you choose where to start (CRM, Projects, Media, Time, Resourcing, Finance, Knowledge — or explore everything). Then you’ll land in the app. During the trial, My dashboard shows a short Get your first wins checklist for the areas you picked — dismiss it anytime. After your first real action, Clippter suggests a clear next step (for example deal → quote, or media → share). Take one first action (upload under Media → Internal, log time, or add a real deal) — that is the fastest path to seeing value. A short setup tour helps with pricing, finance, and the rest — skip it anytime. Incomplete bits of setup also show up as reminders. Team invite prompts appear after you’ve done a real first action.
New workspaces also get default CRM pipelines and one clearly labelled [Sample] company, contact, and deal so the board isn’t empty. If you chose Media, you also get an empty [Sample] Practice uploads Internal folder (or use Start with a practice folder on Media → Internal). Sample CRM rows and that practice folder do not count as your first win — upload a real file or add a real client to complete a step.
If someone invited you, you get a short welcome flow (photo, job title, a quick tour). You don’t create a new company. You join theirs.
Finish the boring-but-important bits
Before you email a quote PDF to a client, fill these in. Clippter will keep reminding you until you do.
| What’s missing | Where to fix it |
|---|---|
| Rate cards | Rate cards |
| Bank details | Settings → Company Finance |
| Tax / registration numbers | Settings → Company Finance |
| Terms & conditions | Settings → Company Legal |
| Your signature | Settings → Personal Information |
| Your work contract | Team → your profile → Contract |
| Company name / branding | Settings → Company Details / Branding |
You can poke around without all of this. You can’t look finished on client documents without it.
Start projects the Clippter way (important)
The best way to open a project is not Projects → New blank.
Do this instead:
- Put a company and contact in CRM.
- Create a deal.
- Build a quote from that deal, with real deliverables on it.
- Mark those deliverables as assets on the quote (from your rate cards / post-production lines). That is what turns into project assets for video review.
- When the quote is Won, use Mark deal as won. Create the project from there (or add budget to an existing project).
Why bother? A quote that already knows the assets carries budget, company link, and the right slots into the project. Empty projects you create by hand often miss that. Review and portal then feel messy, because there is nothing solid to attach versions to.
You can still create a project from the Projects menu when you truly need a one-off. Prefer the CRM → quote → won path for client work.
A sensible first loop
- Add a company and a contact under CRM.
- Create a deal, then a quote from that deal.
- Pull line items from a rate card, including the assets you will actually deliver.
- Share or send the quote once Company Finance is filled in enough. If it isn’t, Clippter blocks status Sent.
- When the quote is Won, finish Mark deal as won so the project is created with those assets.
That’s the spine: sell → accept → deliver.
Things that trip people up
- Jumping straight to a blank project, then wondering why review has no proper assets.
- Quote lines that are only money rows, never marked as assets: project assets and review stay thin.
- Trying to mark a quote Sent with empty bank or tax fields. Fix Company Finance first.
- Skipping work contracts. Time and capacity look empty or weird later.
- Inviting the whole team before branding and T&Cs exist. Client PDFs look half-done.