Getting started with Templio

Templio sets up a new agency workspace through a short onboarding wizard — no card required, and you can change any of these choices later.

Sign up

Create your account, then you'll land on /onboarding, a five-step form:

1. Workspace name — your agency's name, shown throughout the dashboard.
2. Workspace URL — the subdomain contractors and approvers will use (e.g. youragency.templio.co.uk). We suggest one from your workspace name; edit it if you want something different.
3. Invoicing — choose native invoicing (Templio generates PDFs) or Xero (you'll connect it properly later — see Connecting Xero). If you pick native invoicing you can optionally add your bank details now for self-bill remittance.
4. Quickstart — optionally seed a few sample clients, contracts and timesheets so the dashboard isn't empty on day one. Sample data is marked internally so it never appears on your invoices or billing.
5. Invite your team — add colleagues by email and role (Admin, Finance, Manager, Member) straight away, or skip and invite them later from Settings → Team.

What you get immediately

Your trial starts the moment your workspace is created: 14 days, no card required. During the trial you can do everything — add clients, contracts and contractors, submit and approve timesheets, raise invoices. See Billing, trial and subscription for what happens when the trial ends.

Next steps

• Add your clients and approvers
• Invite your contractors
• Create your first contract