Skip to main content

Getting Started

Step-by-step guides to help you start using ManyRequests.

Written by Regine Garcia

If you’re setting up ManyRequests for the first time, the goal is simple: get your portal ready, add your services, connect payments, invite your team or clients, and start accepting requests.

This guide walks you through that exact path.

What you’ll set up

By the end of this guide, you will:

  • customize your portal

  • create services

  • configure request forms

  • set up checkout and payments

  • invite team members

  • add or invite clients

  • manage incoming requests

1. Customize your client portal

Start with your client portal. This is what your clients will see, so it’s worth setting it up early.

👉 http://help.manyrequests.com/en/articles/5435317-how-to-customize-your-client-portal

To understand how this looks from your client’s perspective:

👉 http://help.manyrequests.com/en/articles/5440247-client-experience-and-client-view

2. Create your first services

Next, define what clients can actually buy or request.
​

📌 Recurring services
​http://help.manyrequests.com/en/articles/5440475-how-to-create-a-recurring-service

📌 One-off services
​http://help.manyrequests.com/en/articles/5440480-how-to-create-a-one-off-service

Helpful setup guides:

3. Set up your request forms

Now decide what information you need from clients before starting work.

👉 http://help.manyrequests.com/en/articles/9249810-how-to-customize-service-request-forms

Advanced setup (optional):

4. Connect payments and configure checkout

If you’re charging clients through ManyRequests, set this up early.

📌 Stripe integration
​http://help.manyrequests.com/en/articles/5164865-how-to-integrate-stripe-with-manyrequests

📌 Payment options
​http://help.manyrequests.com/en/articles/11871794-which-payment-gateway-do-you-support

Optional:

5. Add your team

Before handling real work, invite your team and assign permissions.

👉 http://help.manyrequests.com/en/articles/5443747-how-to-add-team-members-to-your-portal-and-edit-their-permissions

Additional resources:

6. Add or invite clients

Once your setup is ready, start bringing clients into your portal.

👉 http://help.manyrequests.com/en/articles/5440415-how-to-manage-your-clients-with-manyrequests

For testing your setup first:

👉 http://help.manyrequests.com/en/articles/9120895-how-to-create-a-test-client-account-to-demo-client-journey

If clients miss their invite:

👉 http://help.manyrequests.com/en/articles/9117954-how-to-re-send-portal-invitation-link-to-my-clients

7. Start receiving and managing requests

This is where your workflow begins.

📌 How clients submit requests
​http://help.manyrequests.com/en/articles/9531636-how-can-my-clients-submit-requests

📌 How to manage requests
​http://help.manyrequests.com/en/articles/5440298-how-to-manage-client-requests

Optional workflow tools:

8. Set up notifications and communication

Keep your team and clients in sync as work comes in.

👉 http://help.manyrequests.com/en/articles/5465844-how-notifications-work-and-how-to-edit-notification-settings

Additional guides:

That's it

At this point, your setup is ready.

Don’t worry about getting everything perfect on the first try. The best way to improve your workflow is to actually use it. Create a test request, experience it from your client’s perspective, and adjust as you go.

Most successful setups are built through small iterations, not one perfect configuration.

Need help?

If you get stuck or want a second opinion on your setup, here are a few ways to move forward:

Did this answer your question?