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Quick Start Guide

Get your agency operating system set up and start managing clients in minutes. This guide will walk you through the essential first steps.

What You'll Learn​

  • ✅ How to log in for the first time
  • ✅ Setting up your profile
  • ✅ Navigating the dashboard
  • ✅ Adding your first client
  • ✅ Creating a project

Time Required​

⏱️ Approximately 5 minutes

Step 1: Log In to Your Account​

  1. Open your browser and navigate to app.shorebirdos.com
  2. Enter your email address and password
  3. Click Sign In
First Time Login?

If this is your first time logging in, you'll receive an email invitation from your administrator. Click the link in the email to set your password.

Step 2: Complete Your Profile​

After logging in, take a moment to set up your profile:

  1. Click on your avatar in the top-right corner
  2. Select Profile Settings
  3. Upload a profile photo (optional but recommended)
  4. Verify your name and contact information
  5. Click Save Changes

A complete profile helps your team identify you and improves collaboration.

Step 3: Explore the Dashboard​

The Shorebird OS dashboard is your command center. Here's what you'll find:

SectionPurpose
SidebarNavigate between modules (CRM, Projects, Files, etc.)
Main AreaView and interact with content
Top BarSearch, notifications, and quick actions
Calendar WidgetSee upcoming events at a glance

Take a moment to click through the sidebar options to familiarize yourself with the layout.

Step 4: Add Your First Client​

Now let's add a client to your CRM:

  1. Click CRM in the sidebar
  2. Select Clients
  3. Click the + Add Client button
  4. Fill in the client details:
    • Name — Client's full name
    • Email — Primary email address
    • Phone — Contact number (optional)
    • Company — Associated company (optional)
  5. Click Save
Pro Tip

You can add clients quickly using the keyboard shortcut. Press Ctrl+K (or ⌘+K on Mac) and type "add client".

Step 5: Create a Project​

With a client added, let's create your first project:

  1. Click Projects in the sidebar
  2. Click + New Project
  3. Enter project details:
    • Project Name — A descriptive title
    • Client — Select the client you just added
    • Due Date — Target completion date
    • Status — Set to "Not Started" or "In Progress"
  4. Click Create Project

Congratulations! You've created your first project in Shorebird OS.

What's Next?​

You've completed the basics! Here are some suggested next steps:

Learn More Features​

Invite Your Team​

If you're an administrator, invite team members to collaborate.

Customize Settings​

Explore settings and integrations to tailor Shorebird OS to your workflow.

Need Help?

If you run into any issues, check our troubleshooting guide or contact support.