Skip to Content
Getting StartedQuick Start Guide

Quick Start Guide

Get up and running with Kiaro in 5 minutes.

1. Create your account

Head to kiaro.io/pricing  and pick a plan. Click Start Free Trial on Solo or Team to get a 30-day trial — no credit card required. Or sign up for Free at kiaro.io/register .

2. Set up your workspace

After registration, you’ll land on your dashboard. Before diving in, configure your workspace:

  1. Go to Settings → Invoice Settings and add your business name, address, and tax details. This information appears on every invoice you send.
  2. Optionally, go to Settings → Goals to set monthly revenue and project targets for your dashboard.

3. Add your first client

Navigate to Clients → New Client and fill in your client’s details. At minimum, add their name and email, you’ll need the email to send invoices and enable their client portal.

4. Create a project

Go to Projects → New Project, select the client, and set a budget and timeline. Projects are the central hub for tasks, deliverables, and invoices.

5. Track your work

  • Tasks, Break projects into tasks. Press T (or fn+T on Mac) from any page to quick-add a task. Use the Kanban board or list view to track progress.
  • Time Tracking, Click the timer bar at the top of any page, search for a task, and press Enter to start tracking. Or use the weekly timesheet for bulk entry.
  • Meetings, Paste a transcript and AI extracts summaries, action items, and follow-ups. Convert action items to tasks with one click.
  • Deliverables, Upload files and track delivery status.
  • Knowledge Base, Document processes and project learnings.

6. Send your first invoice

Go to Invoices → New Invoice, select a client, add line items, and click Send. Your client receives a professional PDF invoice by email with a payment link.

Next steps

Last updated on
Getting StartedCreating Your Account