Help

Getting started

What is Kalepio?

What Kalepio is for, who it is built for, and the five words worth knowing before you start.

3 minute read

Getting started

Create your account

What signing up needs, why the address has to be confirmed, and what happens if a colleague already invited you.

2 minute read

Getting started

The setup wizard

The four questions asked once, and why the trade you tick decides what your first forms ask.

3 minute read

Getting started

Send your first brief

From creating an order to sending the link, and what your client sees when they open it.

2 minute read

Your studio

Your studio's identity

The name, the public address, the colour and the logo: what your client sees, and where to change it.

3 minute read

Your studio

Appearance and language

Light or dark, a sidebar or a top bar, and the difference between your language and your clients'.

2 minute read

Your studio

Getting the studio's news in Discord or Slack

Wiring up a room or your own webhook, choosing what arrives there, and the thing to know first: a room does not respect permissions.

4 minute read

Your services

Create a service

What a service is, how to make one, and why it is never filled in itself.

2 minute read

Your services

Question types

The thirteen field types available, what each gives the client, and which one to pick.

3 minute read

Your services

Reusable questions

Saving a question once to use it everywhere, and how the two kinds of preset differ.

2 minute read

Your services

Duplicate and reuse

Starting from an existing service, or turning an order's brief into one.

2 minute read

Orders

Create an order

Opening a job, choosing the service and the client, and what the number it gets means.

2 minute read

Orders

Order statuses

The five statuses, what they mean, and why nothing happens automatically.

2 minute read

Orders

Add another round of questions

Asking for one more thing without starting over, and why an answered brief can never be edited.

2 minute read

Orders

Set up an automatic reminder for my client

Chase a client who has not answered, by hand or on its own: where the pace is set, when the days start counting, and why a client is never reminded forever.

5 minute read

Orders

Notes and who is on the job

Writing down what the client must not read, and saying who is handling what.

2 minute read

Orders

Offer my client an appointment

Let your client pick a slot from their own tracking link: declare when you accept being booked, put an appointment on a job, and what reaches everybody's calendar.

5 minute read

Your clients

The client record

What Kalepio keeps about each client, how a record fills itself in, and the history of their orders.

2 minute read

Your clients

Client record columns

Adding your own fields to every client record, and why they show up everywhere at once.

2 minute read

The conversation

Talk to your client

The conversation attached to every order, attachments, and when your client actually gets an e-mail.

2 minute read

Deliveries

Prepare a delivery

Assembling files and links, publishing when it is ready, and why those are two separate actions.

2 minute read

Deliveries

What opens a delivery

The three conditions, which one to pick, and what happens after a refund.

3 minute read

Payments

Ask for a payment

Creating a line, sending it, collecting it or ticking it off by hand, and why a sent amount is frozen.

3 minute read

Payments

Connect your Stripe account

Getting paid by card from your client's page, what Kalepio never holds, and the commission taken.

3 minute read

Payments

Refunds and chargebacks

How a refund is issued, what it changes on the order, and what to do about a chargeback.

2 minute read

Your public page

Your public page

The address you hand out, what a client finds there, and how to fill it in.

3 minute read

Your public page

The orderable catalogue

Letting a client start a job on their own, and what that changes for you.

2 minute read

Members

Invite a colleague

Adding somebody to your studio, what they find on arrival, and what happens when there is no seat left.

2 minute read

Members

Roles and permissions

The difference between an access level and a role, and how to decide what each person can do.

3 minute read

Plan and subscription

Plans and their limits

What each plan allows, how the limits are counted, and what happens when you reach one.

3 minute read

Plan and subscription

Manage your subscription

Subscribing, changing plan, updating your card, getting your invoices, and stopping.

2 minute read

Your account

Signing in and security

Your password, two-factor authentication, passkeys, and what to do if you are locked out.

2 minute read

Your account

Your profile and preferences

Your name, your address, your studios, and what belongs to you rather than to the studio.

2 minute read

Your account

Choosing how you are told

The bell, the email, and what you can silence. A setting that is yours and follows you into every studio you work in.

4 minute read

Your account

API keys

Letting a program work on your behalf, in one studio, with your own rights.

4 minute read

Your account

AI connectors (MCP)

Letting an assistant work in your studio, with your own rights, and cutting it off whenever you want.

5 minute read