Getting started

Quickstart

Sign up, create your first event, send a contract, take a payment — in 10 minutes.

10-minute quickstart

This walks you from "I just signed up" to "I sent a contract and got paid." Skip steps that don't apply.

1. Create your organization

When you sign up, you'll be sent to /onboarding. Enter your business name — this becomes your org. RemixCRM seeds sensible defaults for event types, payment methods, staff roles, and lead sources so you can start booking immediately.

2. Set your business details

Go to Settings. Fill in:

  • Business address, phone, email, website (these appear on contracts and invoices)
  • Tax rate (used by the invoice line-item calculator)
  • Time zone (controls how dates display app-wide)
  • Logo upload (used on the public payment page and PDF contracts)

3. Pick a card processor

Same Settings page → Card Processor section. Choose:

Paste the credentials from your chosen processor. Both have sandbox/test environments so you can test the full flow without real charges.

4. Create your first event

Go to Events → New:

  1. Pick or create a client
  2. Set event date, type, and venue
  3. Add a package and any add-ons or equipment
  4. (Optional) Assign staff

Save. The event total appears in the sidebar. You can edit anything later.

5. Send a contract

From the event page, click Send contract. RemixCRM:

  1. Renders your contract template with all the merge variables filled in
  2. Emails the client a unique signing link
  3. Once they sign, stores the signed copy and emails you a notification

Heads up: You may want to customize your contract template first under Templates → Contract. The default is a starter — replace the legalese with your own terms.

6. Take a payment

Two paths:

The client pays online. Send them to /pay/<your-org-slug> (your public payment URL — find it on Settings). Pre-fill amount and event date via query string:

https://app.remixcrm.com/pay/your-slug?amount=500&event=2026-08-15&email=client@example.com

You record a manual payment. From the event page → Payments tab → Add Payment. Enter the amount, type, and date. If Twilio is configured, the client gets an SMS receipt automatically.

7. Set up integrations (optional)

These can wait until you need them — but they're each 5-minute setups:

Integration What you get
SMTP Send email from you@yourdomain.com instead of a generic sender
Twilio SMS receipts and reminders
Mailchimp or Constant Contact Auto-sync new clients to your marketing list
Google Calendar One-way push of events to your personal calendar
Calendly New Calendly bookings auto-create RemixCRM leads
Zoom Auto-generated meeting links on appointments
Outbound webhooks Trigger any Zapier/n8n workflow on RemixCRM events

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