Set up your agency in 15 minutes
The first things to do after you sign up, in the order that saves the most time.
Your dashboard shows a Getting started checklist until each step is done. Work through it in this order and you'll have a real event ready to show a client on day one.
- Open Settings → Agency and add your logo, brand colour, region and currency. The client portal and reports use them.
- Go to Import and bring in your contacts and vendors from a spreadsheet, Google or Outlook (see “Import contacts and vendors”).
- Invite your team from Team. Clients, vendors and guests never need a seat.
- Create your first event from a template, or duplicate a past event once it's imported.
- Share the client portal with one friendly client and watch it fill in.
Tip: On a trial? Use a real upcoming event rather than sample data. You'll judge Mise on work that matters.
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