Getting Started as a Freelancer

Welcome to Bookr! When you first log in, you'll be guided through an 8-step onboarding wizard to set up your profile. This guide walks you through each step.

Onboarding Wizard

The onboarding wizard appears automatically when you first access Bookr. Complete all required steps to start receiving hold requests from clients.

Step 1: Basic Information

Required: Yes

Set up your professional identity:

• Avatar: Upload a professional photo (recommended).
• Headline: Your primary role (e.g., "Senior Motion Designer").
• Location: Where you are based (important for time zones).
• Bio: A brief introduction to your experience and style.
• Years of Experience: Select your experience level.

Step 2: Portfolio Links

Required: No (Optional)

Showcase your work:

• Website: Your personal or studio website.
• Demo Reel: Link to your showreel (Vimeo, YouTube, etc.).
• LinkedIn: Your LinkedIn profile.
• Behance: Your Behance portfolio.

Step 3: Industries

Required: Yes

Select the industries you typically work in:

• Examples: Advertising, Film/TV, Tech, Gaming, etc.
• This helps clients find you for relevant projects.
• You can select multiple industries.

Step 4: Software Skills

Required: Yes

Add the software tools you use:

• Select from categories like 3D Animation, Compositing, Motion Graphics, etc.
• Use the Skills Manager to organize skills by proficiency level (Beginner, Intermediate, Advanced, Expert).
• You can drag and drop skills between proficiency columns.

Step 5: Specialized Skills

Required: Yes

Add your specialized capabilities:

• Examples: Character Animation, Fluid Sims, Compositing, etc.
• Use the Skills Manager to set proficiency levels.
• These help clients understand your unique expertise.

Step 6: Rates & Work Hours

Required: Yes

Set your pricing and availability:

• Day Rate: Your standard daily rate.
• Currency: Set your preferred currency (USD, EUR, GBP, etc.).
• Rate Visibility: Choose how rates appear to clients:
  • Exact: Show your exact rate.
  • Range: Show a min/max range.
  • Starting At: Show "Starting at $X".
  • Hidden: Keep rates private.
• Work Hours: Set your default work start and end times.

Step 7: Make Profile Public

Required: Yes

Control your visibility:

• Toggle On: Your profile appears in client searches and you can receive hold requests.
• Toggle Off: Your profile is private. You can still use Bookr for invoicing and client management, but clients won't find you in search.

Step 8: Billing Information

Required: No (Optional)

Set up billing details for professional invoices:

• Company Name: Your business name (if applicable).
• Billing Address: Your business address.
• Tax ID: Your tax identification number.
• Logo: Upload your company logo to appear on invoices.

After Onboarding

Once you complete the onboarding wizard, you'll land on your Overview page (/overview). This is your command center:

• At a Glance: See your upcoming bookings, active holds, and pending invoices.
• Quick Actions: Quickly add availability, create an invoice, or view a new hold request.
• Stats: View a summary of your earnings and booked days for the month.

Editing Your Profile Later

You can always edit any of these settings later by going to Settings (/profile) in the navigation menu. The Settings page contains all the same fields from onboarding, organized into tabs for easy editing.