#Getting Started

This guide walks you through everything from creating your account to being productive on HollowPurple.

#Step 1 — Create Your Account

Go to the app and click Create an account.

You'll need to provide:

• First and last name
• Username — your unique handle on the platform (letters, numbers, dashes only)
• Email address
• Password

After registration, we'll send a welcome email and (if email verification is enabled) a verification link. Once verified, you'll be taken straight to the onboarding wizard.

#Step 2 — The Onboarding Wizard

The wizard has four steps. You can skip the profile and organization steps and come back later.

#Welcome

A quick overview of what HollowPurple can do — Business Engagement, Service Manager, Customer Relations, and Finance. Click Get started to proceed.

#Complete Your Profile

Add a profile photo, phone number, and a short bio (max 500 characters).

• These appear on your public profile and help teammates identify you
• Click Skip if you'd rather do this later in Account Settings

#Set Up Your Organization

This is where you create your first workspace.

Toggle Create an organization now to expand the form:

Industry matters. Based on the industry you pick, we automatically seed a starter pack of services, requirements, line items, and pipeline stages tailored to your sector — Consulting, IT Services, Construction, Legal Services, Marketing, Design, or a generic baseline. Don't worry if your industry isn't an exact match — you can edit, replace, or delete anything we seed.

Leave the toggle off and click Skip for now if you want to set this up later — you can always create an organization from your dashboard.

#You're All Set

Links to the social feed, marketplace, and your dashboard. Click Go to dashboard (if you created an org) or Explore HollowPurple to finish.

#Step 3 — Configure Your Organization

Once inside the dashboard, spend a few minutes in Organization Settings (click your org name in the sidebar → Organization Settings).

#Recommended first-time settings

You don't need to fill everything in on day one.

#Step 4 — Add Your First Records

Here's a recommended order:

#If you sell services

1. Services — Review the services we seeded based on your industry, edit them, or import a Template from the community
2. Line Items — Adjust your billable components and pricing
3. Contacts — Add the people you work with
4. Invoices — Bill a client

#If you're tracking a sales pipeline

1. Accounts — Add companies you're targeting
2. Contacts — Add people at those companies
3. Leads — Create leads for each opportunity
4. Deals — Promote a lead to a deal when it progresses
5. Pipeline Board — Drag your deals across stages as they progress

#If you're managing a team

1. Invitations — Invite team members and clients by email
2. Groups — Organize them into departments or teams
3. Roles & Permissions — Assign appropriate access levels
4. Projects — Create a project and assign team members
5. Tasks — Add tasks and assign them

#Step 5 — Choose a Plan (Optional)

The Free plan is enough for most small teams to evaluate the platform. When you're ready to grow:

1. Visit Plans & Billing in the app, or open /pricing
2. Pick a plan (Starter, Pro, or Enterprise) and a billing cycle (monthly or annual — annual saves 20%)
3. Complete checkout via Stripe

Paid plans are billed per active seat — every team member added to your org is one seat. The billing page shows your current usage against plan limits.

#Step 6 — Add More Organizations (Optional)

You can belong to multiple organizations. To create another:

1. Click your organization name in the sidebar
2. Select Create organization
3. Fill in the form (same fields as the onboarding wizard, plus branding)

Each organization is completely separate — its own data, settings, team, and billing.

#Quick Reference