When you take a few minutes to set up your Hectic account, it will save you all that time back and more.
Access all of your settings from the workspace icon in the lower left corner.
Add your legal business details. Use the name that you want to appear on your agreements and invoices.
Add your logo, what type of business you are registered as, and your location and home currency information. For your logo size, we recommend uploading an SVG file. If you only have access to a JPG, we recommend 300px width files.
You can enter as much information as you'd like in this section. Your mailing address in this setting will auto-populate in your invoices as well.
Manage your Hectic plan (see which Hectic plan is right for you).
Hectic can be connected to several apps.
Calendar and meetings
For more information on setting up your connected apps, see our help section on integrations.
If you would like to import data from another software, save it as a .xls or .csv sheet. Then map the columns to bring in clients, contacts, invoices, expenses, and time worked.
Read our full article on what fields you can import.
Add collaborators that you work with on only certain projects (Pro plan) or a full access team member that has access to everything in your account (Teams plan). Manage your team's access here by clicking the [...].
You can invite an unlimited number of collaborators. Currently you are limited to 5 team members with the default teams plan. If you need more, don't hesitate to reach out to us via the help chat in the lower right corner of this article.
Refer a friend, earn $50!
Join our affiliates program and earn $50 every time someone uses your link to upgrade to Hectic (*that user must upgrade for at least 2 months). You'll add your payout details in this section and will be paid after your referral has upgraded.
Access the settings for all of our pro tools in this section.
When you're ready to level up your client experience, give them access to your branded client portal. You'll manage the colors, permissions, feature access, custom domain, and custom email from this setting.
Quick access to your client portal link is on your homebase focus tab.
Pro tip: The colors you choose in your client portal for buttons will update all of your client facing work (e.g. invoices). Your forms and agreements have their own color scheme settings.
Connect your email address to utilize Hectic's focused inbox. You can also set up a business phone line as well as all of the settings for call forwarding, voicemail, and hours of operation.
If you'd like to allow your clients to send requests or tickets, you will configure those settings here. Here's how you can use client requests and ticketing (plus bonus spork content).
For a full explanation about Hectic Communicator and why it will change your life, read this article.
Schedulers & forms
Reclaim your time with Hectic's meeting scheduler and forms. Set up your availability for meetings and integrate with Google meet and/or Zoom. More details on meeting scheduler in this article.
Forms can be used for client requests and ticketing, integrated with your meeting scheduler, embedded in your website as lead collection, or simply part of your email signature. Get full details on setting up your forms here.
You can also set up email templates for use throughout the app. You can use your own templates for invoices, meetings, forms, or any other email you send from Communicator.
This section includes settings for the way you view the app, invoices, and agreements (proposals, quotes, and contracts). You can also upload your own custom fonts here.
Set which core feature you'd like to see when you first open Hectic each day. This is also where you can set your day of the week to begin on Sunday or Monday depending on your preference. You can also opt to use dark mode or light mode.
Set up automatic reminder emails that send to your client if they have an outstanding invoice. Choose how often your clients need to be reminded. This will affect all clients in your account.
If you are a pro user, you can personalize the automatic invoice reminder emails in Communicator. Select which email gets sent in this area of settings.
You can also set up your tax preferences, including your tax label, if you have a taxable good or service. Allow your clients to see a detailed view of hourly projects or simply a summary. Add a compliance header and/or set up your custom invoice numbering system.
When you create an agreement with projects and tasks for a deposit payment in your payment terms, Hectic can automatically create projects and tasks once your proposal is signed. It will also create a deposit invoice based on your terms for you to approve (view it in your client > invoices). Enable or disable this feature here per type of agreement you create.
For example, you can allow Hectic to create projects in project management for proposals and contracts, but not quotes. Same for invoices.
Toggle the geo location included in your agreement signatures on and off here as well.
User profile settings
In addition to those settings, you can adjust your profile settings by clicking the icon or photo in the upper right corner. Here you can enter your phone number if you'd like to be able to log-in using SMS.
Note: The phone number field is only used for SMS login into the Hectic platform. We currently only support North America for SMS login.
If you would like to delete your account, you can do that in this section as well. By deleting your account, all of your data including client records, attachments, invoices, contracts, etc., will be permanently removed and will be unrecoverable. You cannot delete your account while you have an active subscription.