Skip to main content
FreelioPro
THE FREELIOPRO FIELD GUIDE

Getting started

Welcome to FreelioPro. This guide walks you through setting up your account and managing your first client project in just a few steps.

01

Create your account

Head to the registration page and sign up with your email and a secure password. Once registered, you land on your workspace overview where you can start setting up your profile.

Create your workspace
Your nameJane SmithEmail addressjane@example.comUsername (optional)janesmithPassword••••••••••Create workspace
02

Complete your profile

Navigate to Account Settings to fill in your profile details. Adding your name, a professional avatar, and a short bio helps clients recognize and trust you.

Profile

The person behind the work

JChange photo
Display nameJane SmithUsernamejanesmith
Short bioBrand designer helping small studios look their best.
Save profile
03

Create your first project

Go to New Project to set up your first client project. Provide a project name, optional description, select a currency, and define your timeline steps. Each project generates a unique client portal link you can share.

Start a project
YOUR STUDIO, AT A GLANCEGood work starts here. New project
04

Share the client portal

After creating a project, a unique client portal link is generated automatically. You can copy this link from the project detail page and send it to your client. They will be able to view progress, approve assets, and see invoices - all without needing to create an account.

Client access

CLIENT ACCESS

Portal linkfreeliopro.com/p/your-project-link Copy portal linkPassword · shown onceabc123xy Copy passwordCopy it now: it won’t be shown again. You can generate a new one in settings.
05

Track progress & get paid

Your Workspace shows what needs you today, the projects in motion, and a bigger picture of active projects, items awaiting review, earnings and outstanding invoices.

The bigger picture
Active projects03In motion
Awaiting review05With your clients
Recorded earnings$4,300This month
Outstanding invoices$3,5001 invoice to follow up
Next steps

Now that your account is set up, go deeper into the core features.