{"id":1584,"date":"2026-05-21T13:30:05","date_gmt":"2026-05-21T10:30:05","guid":{"rendered":"https:\/\/klusaro.com\/?page_id=1584"},"modified":"2026-07-20T13:37:48","modified_gmt":"2026-07-20T10:37:48","slug":"helpcentrum","status":"publish","type":"page","link":"https:\/\/klusaro.com\/nl\/helpcentrum\/","title":{"rendered":"Helpcentrum"},"content":{"rendered":"<div class=\"klusaro-help-center\">\n  <header id=\"getting-started\">\n    <h1>Klusaro Help Center<\/h1>\n    <p>Use these guides to set up your workspace and complete your first real workflow in Klusaro.<\/p>\n  <\/header>\n\n  <nav aria-label=\"Getting started guides\">\n    <h2>Getting started<\/h2>\n    <ul>\n      <li><a href=\"#complete-workspace-setup\">Complete your workspace setup<\/a><\/li>\n      <li><a href=\"#add-your-first-customer\">Add your first customer<\/a><\/li>\n      <li><a href=\"#create-your-first-job\">Create your first job<\/a><\/li>\n      <li><a href=\"#add-a-worker\">Add a worker<\/a><\/li>\n      <li><a href=\"#create-a-quote-or-invoice\">Create a quote or invoice<\/a><\/li>\n      <li><a href=\"#create-a-booking-or-lead-form\">Create a booking form or lead form<\/a><\/li>\n    <\/ul>\n  <\/nav>\n\n  <section id=\"complete-workspace-setup\">\n    <h2>Complete your workspace setup<\/h2>\n    <p>Your workspace details are used throughout Klusaro, including on quotes and invoices.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/instellingen\/\">Instellingen<\/a>.<\/li>\n      <li>Under <strong>Company details<\/strong>, add your company name, email address and phone number.<\/li>\n      <li>Under <strong>Adres<\/strong>, add your street address, postal code, city and country.<\/li>\n      <li>Under <strong>Regional defaults<\/strong>, confirm your timezone and currency.<\/li>\n      <li>Save the settings.<\/li>\n    <\/ol>\n    <p>The onboarding checklist will update automatically when the required details have been saved.<\/p>\n  <\/section>\n\n  <section id=\"add-your-first-customer\">\n    <h2>Add your first customer<\/h2>\n    <p>Customers are the starting point for jobs, quotes and invoices.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/contacten\/\">Contacten<\/a>.<\/li>\n      <li>Select <strong>New contact<\/strong>.<\/li>\n      <li>Add the customer&#8217;s name or company name.<\/li>\n      <li>Add the contact details you need, such as email, phone number and address.<\/li>\n      <li>Save the contact.<\/li>\n    <\/ol>\n    <p>You can use a real customer or create your own clearly labelled test contact while learning Klusaro.<\/p>\n  <\/section>\n\n  <section id=\"create-your-first-job\">\n    <h2>Create your first job<\/h2>\n    <p>Jobs keep the work, schedule, customer and assigned workers together.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/banen\/\">Opdrachten<\/a>.<\/li>\n      <li>Select <strong>New job<\/strong>.<\/li>\n      <li>Choose the customer connected to the work.<\/li>\n      <li>Add the job details, date and time.<\/li>\n      <li>Assign a worker when relevant.<\/li>\n      <li>Save the job.<\/li>\n    <\/ol>\n  <\/section>\n\n  <section id=\"add-a-worker\">\n    <h2>Add a worker<\/h2>\n    <p>Workers can be assigned to jobs and included in your scheduling workflow. This step is optional for Solo workspaces.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/werknemers\/\">Werknemers<\/a>.<\/li>\n      <li>Select <strong>New worker<\/strong>.<\/li>\n      <li>Add the worker&#8217;s name and contact details.<\/li>\n      <li>Configure any available role, status or scheduling details.<\/li>\n      <li>Save the worker.<\/li>\n    <\/ol>\n  <\/section>\n\n  <section id=\"create-a-quote-or-invoice\">\n    <h2>Create a quote or invoice<\/h2>\n    <p>Create a quote before the work begins, or create an invoice when you are ready to bill the customer.<\/p>\n\n    <h3>Create a quote<\/h3>\n    <ol>\n      <li>Open <a href=\"\/nl\/quotes\/\">Offertes<\/a>.<\/li>\n      <li>Select <strong>New quote<\/strong>.<\/li>\n      <li>Choose the customer and, when relevant, the related job.<\/li>\n      <li>Add the products or services, quantities, prices and tax.<\/li>\n      <li>Review and save the quote.<\/li>\n    <\/ol>\n\n    <h3>Create an invoice<\/h3>\n    <ol>\n      <li>Open <a href=\"\/nl\/facturen\/\">Facturen<\/a>.<\/li>\n      <li>Select <strong>New invoice<\/strong>.<\/li>\n      <li>Choose the customer and, when relevant, the related job.<\/li>\n      <li>Add the invoice items, prices, tax and payment terms.<\/li>\n      <li>Review and save the invoice.<\/li>\n    <\/ol>\n  <\/section>\n\n  <section id=\"create-a-booking-or-lead-form\">\n    <h2>Create a booking form or lead form<\/h2>\n    <p>Public forms let potential customers contact you without entering Klusaro.<\/p>\n\n    <h3>Booking form<\/h3>\n    <p>Use a booking form when customers should be able to choose a service or available time.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/boekingsformulieren\/\">Boekingsformulieren<\/a>.<\/li>\n      <li>Select <strong>New Booking Form<\/strong>.<\/li>\n      <li>Name the form and configure the services you offer.<\/li>\n      <li>Add workers, time slots and fields when relevant.<\/li>\n      <li>Save the form and copy its public link or embed code.<\/li>\n    <\/ol>\n\n    <h3>Lead form<\/h3>\n    <p>Use a lead form when customers should describe what they need before you schedule the work.<\/p>\n    <ol>\n      <li>Open <a href=\"\/nl\/leadformulieren\/\">Leadformulieren<\/a>.<\/li>\n      <li>Select <strong>New Lead Form<\/strong>.<\/li>\n      <li>Name the form and choose the pipeline used for new submissions.<\/li>\n      <li>Add the fields customers should complete.<\/li>\n      <li>Save the form and copy its public link or embed code.<\/li>\n    <\/ol>\n  <\/section>\n\n  <section id=\"contact-support\">\n    <h2>Still need help?<\/h2>\n    <p>Contact Klusaro through the support email address or WhatsApp button shown on the website. Include the page you were using and what you were trying to do.<\/p>\n  <\/section>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Klusaro Help Center Use these guides to set up your workspace and complete your first real workflow in Klusaro. 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