Docs
Written like we'd explain it across the table — short, plain, no jargon. Browse by section below, or search for what you're trying to do.
Search documentation
Start here
Set up calmly, bring your work across, and learn the essentials.
- Getting started
Your first 15 minutes, start to finish.
Quick Start
- V1.x release notes
What the design-partner release includes, what still needs real-world proof, and what changed.
Release Note
- Set up clients, projects, and pipelines
Translate the way your business already works into a flexible Cygnetree workspace.
Quick Start
- Choose and adapt an industry starter
Preview a ready-to-edit workflow, compare alternatives, and keep ownership of every installed record.
Industry Guide
- The wedding vendor starter
The general wedding starter for a trade without its own pack: date holds, a deposit that reserves an irreplaceable Saturday, and a run-up to the day.
Industry Guide
- The wedding photo & video starter
Exactly what installs for a photographer or videographer: an eleven-phase coverage flow, a shot-list questionnaire, a licensing agreement, and delivery reminders.
Industry Guide
- The wedding catering & bar starter
Exactly what installs for a caterer or bar service: a tasting stage, structured dietary capture, a guaranteed head count with a real deadline, and the ordering run-up.
Industry Guide
- The wedding floral, decor & rentals starter
Exactly what installs for a florist or decor studio: install and strike as real phases, a design brief, hired-goods inventory, and a perishables-aware agreement.
Industry Guide
- The wedding entertainment starter
Exactly what installs for a DJ, band, or emcee: a venue technical check, must-play and do-not-play lists, an announcement running order, and an overtime-aware agreement.
Industry Guide
- The wedding venue starter
Exactly what installs for a venue: tours as real phases, capacity by layout, outside-supplier insurance tracking, a wet-weather plan, and a curfew-aware hire agreement.
Industry Guide
- The wedding hair & makeup starter
Exactly what installs for a beauty team: trials as real phases, a per-person service list, a schedule built backwards from the ceremony, patch tests, and travel fees.
Industry Guide
- Adapt Cygnetree to your service business
Outcome-based starting points for studios, field teams, events, venues, and appointment businesses.
Industry Guide
- Move to Cygnetree
A source-by-source migration and reconciliation handbook.
Migration
- Switching from HoneyBook
A calm, no-cliff migration playbook.
Migration
Run your business
Understand the everyday workflows your clients and team depend on.
- The directory, preferred partners, and ratings
Your public page, the list of businesses you recommend, ratings from the clients you worked with, and the links that tell you where work came from.
Concept
- Getting paid
Invoices, payment plans, and where the money goes.
Task
- Contracts & signing
From your wording — ours or your own — to a signed PDF, without printing anything.
Task
- Services & package journeys
Tell the story, offer clear choices, and connect the complete client path.
Task
- Record expenses and receipts
Keep an explainable cost register, attach receipts, allocate costs to projects, and export bookkeeping evidence.
Task
- Understand your business reports
Read cash, inquiry, pipeline, workload, automation, and connector signals without mistaking estimates for accounting statements.
Reference
- Working from your phone
Install Cygnetree, capture work safely in the field, and see what has synced and what has not.
Task
- Scheduling & forms
Booking pages, lead forms, and questionnaires.
Concept
- Build forms, scheduling, documents, and payment flows
Compose a client journey from building blocks you own, without trapping the pieces together.
Task
- Automations
Little helpers that do the busywork — and show their work.
Concept
- Automation recipes that stay understandable
Practical patterns for helpful follow-up, routing, and project work without accidental spam.
Recipe
- The client portal
What your clients see, and what your partners see.
Concept
- Working with another vendor workspace
Invite a vendor safely, let them connect their own Cygnetree workspace, and keep both businesses' private records separate.
Concept
- Connect a website to Cygnetree
Publish or connect a website without exposing your private keys.
Integration
Account & trust
Protect access, ownership, and business data.
- Secrets and credential custody
Understand where integration credentials live and what Cygnetree can—and cannot—see.
Security
- Privacy, exports, retention, and leaving
Understand what belongs to the workspace and how to move or remove it safely.
Security
- API keys and signed webhooks
Connect your own tools without sharing credentials or losing retry safety.
Api
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