# Help Center - Brightdesk Support & FAQs

> Get help with Brightdesk - Find answers to common questions about event management, invoicing, bookings, payment tracking, and digital contracts for wedding professionals.

Canonical: https://brightdesk.app/help

## Getting Started

Learn the basics

### What is Brightdesk?

Brightdesk is a comprehensive booking management and invoicing platform designed for wedding industry professionals. It helps you manage bookings, track payments, create professional invoices, send contracts, collect reviews, and grow your business.

### Is Brightdesk free to use?

Yes! The free plan includes unlimited bookings and invoices, payment tracking, clients, expenses, checklists, your Public Profile with booking inquiries, and PDF/image export. For contracts, review requests, invoice designs, analytics and reminders, upgrade to Pro.

### Who can use Brightdesk?

Brightdesk is designed for wedding and event industry professionals worldwide: makeup artists, hair stylists, photographers, videographers, decorators, caterers, mehendi artists, DJs, choreographers, planners, and more.

### How do I get started?

Sign up for a free account, complete the onboarding to set up your business type, details and country, add services to your catalog, and start creating bookings and invoices. It takes less than 5 minutes!

### Can I use Brightdesk internationally?

Yes! Brightdesk works in 12 currencies, including INR (₹), USD ($), GBP, EUR, AUD, CAD and AED. Your currency, phone code and tax label (GSTIN, VAT and so on) come from the country you choose at sign-up, and payment methods and invoices adapt to it.

## Bookings

Manage your bookings

### How do I create a new booking?

On mobile, tap the "+" button in the bottom navigation, choose New Booking, then Quick Booking for fast entry during calls or Full Booking for complete details with services and pricing. On a computer, go to Bookings and click Add New Booking.

### What are sessions (multi-event bookings)?

Sessions let you keep several related events for one client in one booking. For example, a Mehendi, Wedding and Reception can each be a session with its own date, time, venue and services, all under one booking and one invoice. Add them from the booking's Sessions tab.

### How do I track booking status?

Bookings have four statuses: Upcoming, In Progress, Completed and Cancelled. A booking moves to In Progress automatically on the event date; you mark it Completed (or cancel it) yourself from the booking page. Your dashboard shows stats for each status.

### Can I edit or delete bookings?

Yes! Open any booking and tap the edit button to modify details. You can also delete bookings from the booking detail page.

### What are pre-event checklists?

Create checklists for each booking with tasks like "Confirm venue", "Pack equipment", etc. Checklists are free; on Pro you also get reminders before the event to finish pending tasks.

## Public Profile

Your online presence

### What is a Public Profile?

Your Public Profile is a shareable page showcasing your business, services, and reviews. Potential clients can view your work and submit booking inquiries directly through your profile.

### How do I set up my Public Profile?

Go to Settings → Public Profile and switch on Enable Public Profile. Brightdesk suggests a username from your business name (you can change it), then add a tagline, bio, theme, gallery photos and social links. Your page will be live at yourname.brightdesk.app.

### How do I share my profile link?

Your profile URL is username.brightdesk.app. Share it on social media, WhatsApp, Instagram bio, business cards, or anywhere you want clients to find you.

### What do clients see on my profile?

Clients see your business name, tagline and bio, your services (with prices if you turn on Show Service Prices), your photo gallery, client reviews (if Show Testimonials is on), your social links and a booking inquiry form. Your phone and email only appear if you add them under Public Contact.

### Can I disable my Public Profile?

Yes! Switch off "Enable Public Profile" in Settings → Public Profile. Your page stops being visible (visitors see a "page not found"), and you can switch it back on anytime.

## Booking Inquiries

Manage client inquiries

### How do inquiries work?

When someone visits your Public Profile, they can fill out a booking inquiry form with their event details. You get a push notification and can see all inquiries in Studio → Inquiries (or Inquiries in the desktop sidebar).

### What information do inquiries include?

Inquiries include the client's name, phone, email (optional), Instagram, booking type, preferred date, event city, expected guests, how they found you, and any additional details or message.

### How do I respond to an inquiry?

Open the inquiry to see full details. Tap Call, WhatsApp or Email to contact the client; the inquiry is marked Contacted. Statuses go New → Viewed → Contacted → Converted or Declined.

### Can I convert an inquiry to a booking?

Yes! From the inquiry, tap "Accept Booking". A new booking opens with the client's name, phone, email, event type, date, city and source filled in. Add services and the advance, create the booking, and the inquiry is marked Converted.

### How do I get notified of new inquiries?

Turn on push notifications in Settings → App Settings. You'll receive an alert as soon as someone submits an inquiry through your Public Profile.

## Invoices & Payments

Create & share invoices

### How do I create an invoice?

The quickest way is from a booking: go to Finance → Payments, find the booking and tap Create Invoice; the client, services and advance fill in automatically. To start from scratch, tap "+" → New Invoice on mobile, or Finance → Invoices → Create Invoice on a computer.

### Can I track advance payments?

Yes! When creating or editing a booking, enter the total amount and the advance paid, and the balance due is calculated for you. When more money comes in, record it in Finance → Payments → Add Payment; every payment is kept in the booking's payment history.

### How do I share invoices?

Open the invoice and tap Share Invoice to send a link by WhatsApp, email or any app (your client doesn't need an account), or save it as a PDF or high-resolution image. Invoices include your logo, signature and payment details.

### Can I customize invoice templates?

Yes! Go to Settings → Templates → Invoices to pick one of 10 invoice designs and set its colors and fonts, with a live preview (template choice is a Pro feature; Free uses the default design). Your logo and signature are added in Settings → Business Profile → Branding.

### Where do I add payment details?

Go to Settings → Billing & Services → Payment tab to add bank account, UPI ID, GPay, PhonePe, and other payment details. These display on invoices so clients know how to pay you.

### What payment methods can I accept?

You can record payments via Cash, Bank Transfer, Card, Cheque, UPI, and Other. Add your UPI ID and bank details so they appear on invoices for easy payment.

## Contracts

Digital contracts & eSign

### What are digital contracts?

Pro feature: Create professional contracts for your bookings. Clients can view and sign contracts digitally from any device. No paper, no scanning—everything is tracked automatically.

### How do I create a contract?

Pro feature: open the booking, and under Actions tap "Create Contract". Check your contact details, pick a contract template (your default is preselected) and tap Generate Contract Link. The booking's details are filled in for you; then share the link with your client.

### How do clients sign contracts?

Your client opens the link on any device, with no app or account needed. They review the booking details and terms, tap "Sign in with Google to Continue" to confirm who they are, then "Sign Contract". You get a notification as soon as it's signed.

### Can I use contract templates?

Yes! Create reusable templates in Settings → Templates → Contracts. Type @ to add fields like the client's name and booking date, and Brightdesk fills them in from each booking. Set one as default so it's preselected every time.

### Are signed contracts legally valid?

Electronic signatures are recognized in most countries. Each signed contract records the signer's Google name and email, the date and time, and their IP address. Brightdesk is not a law firm, so for important agreements check the wording with a local lawyer.

## Reviews & Feedback

Collect client reviews

### How do I collect client reviews?

Pro feature: once a booking is marked Completed, open it and tap "Request Review" under Actions. Your client gets a link to rate you (1–5 stars) and write a short review, with no account needed.

### Where do reviews appear?

All reviews are in Studio → Reviews (or Reviews in the desktop sidebar). To show them on your Public Profile, switch on Show Testimonials in Settings → Public Profile; reviews with written text then appear on your page. You can also share any review as a card on Instagram or WhatsApp.

### How do I send a review request?

Open a completed booking and tap "Request Review", then Share Review Request to send it on WhatsApp or any app, or copy the link. Each link can be used once and expires after 3 days, so send it while the event is fresh.

### Can clients edit their reviews?

Each review link can only be used once. If a client wants to update their review, send them a new review request from the booking page.

### How do I get notified of new reviews?

Turn on push notifications in Settings → App Settings to get an alert when a client submits a review. You can see all reviews in Studio → Reviews.

## Finance & Expenses

Track money in & out

### What is the Finance page?

The Finance page (accessible from bottom navigation) gives you a complete view of your business finances: payments received, pending balances, invoices, and expenses—all in one place.

### How do I track expenses?

Go to Finance → Expenses tab. Tap "Add Expense" to record business expenses like travel, supplies, or equipment. Categorize them and optionally link to a booking.

### What expense categories are available?

Default categories are Materials, Transport, Equipment, Marketing, Rent, Staff/Labor, Utilities and Other. You can add your own with a name and color under Manage Categories.

### Can I see my profit/loss?

Yes. Your dashboard shows this month's revenue, expenses and net profit with your profit margin. Analytics (Pro) goes deeper, with monthly revenue, expenses by category and profit per booking.

### How do I record a payment received?

Go to Finance → Payments, find the booking and tap "Add Payment". Enter the amount and method, then tap Record Payment. The booking's balance, payment status and invoice update automatically.

## Settings & Profile

Manage your account

### How do I update business details?

Go to Settings → Business Profile to update your business name, contact info, GSTIN, and address. These details appear on invoices and contracts.

### Can I add my logo and signature?

Yes! Go to Settings → Business Profile → Branding tab to upload your logo and draw or upload your signature. Both appear on invoices and contracts.

### How do I change my currency?

Your currency comes from the country you chose at sign-up and is used on invoices, payment methods and pricing. The country can't be changed in the app, so contact support if you need it changed.

### How do I install Brightdesk as an app?

Brightdesk is a PWA (Progressive Web App). On mobile, use "Add to Home Screen" from your browser menu. On desktop, click the install icon in the address bar. Or go to Settings → App Settings.

### How do I manage my services?

Go to Settings → Billing & Services → Services tab to create and manage your service catalog. Each service includes a name, description, and price in your selected currency.

### Is my data secure?

Absolutely! Data is protected with enterprise-grade security. All connections are encrypted (HTTPS), and Row Level Security ensures you only access your own data. We never share your information.

## Notifications

Stay updated

### What notifications does Brightdesk send?

You can receive new inquiry alerts, contract signed notifications and review received alerts, plus (on Pro) event reminders 24 hours and 2 hours before bookings, checklist reminders and task reminders.

### How do I enable push notifications?

Go to Settings → App Settings and tap "Enable Notifications". Allow the browser permission when prompted. You'll receive alerts even when the app is closed.

### Can I customize which notifications I receive?

Currently, all notification types are bundled together. You'll receive all enabled notifications. We're working on granular controls for future updates.

### Why am I not receiving notifications?

Check that: 1) Notifications are enabled in Settings, 2) Browser permissions are granted, 3) Your device isn't in Do Not Disturb mode, 4) You're logged in on the device.

## Subscription & Pro

Plans & features

### What's included in the Free plan?

Free plan includes: unlimited bookings and invoices, payment tracking, service catalog, PDF/image export, CSV export of bookings and invoices, clients, expenses, tasks, checklists, your Public Profile with booking inquiries, and mobile app access.

### What's included in Pro?

Pro includes everything in Free plus: digital contracts with eSignatures, review/feedback requests, all 10 invoice templates with your colors and fonts, business analytics, and reminders for events, checklists and tasks.

### How much does Pro cost?

Pro is ₹99/month or ₹990/year (save with yearly—get 2 months free). All new users get a 28-day free trial with full Pro access. No credit card required to start.

### How do I upgrade to Pro?

Go to Settings → Subscription, choose Monthly or Yearly plan, and complete payment. You can upgrade anytime during or after your free trial.

### Can I cancel my subscription?

Yes, cancel anytime from Settings → Subscription → Manage Subscription. Pro features remain active until your billing period ends, then your account reverts to Free with all your data intact.

## Related

- [Pricing](https://brightdesk.app/pricing)
- [Brightdesk guide](https://brightdesk.app/guide)
- [Contact](https://brightdesk.app/contact)
