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Documentation

Practical guides for modern service businesses: services, client collaboration, delivery, and billing in Harbory.

Quickstart Guide

Get up and running with Harbory in under 10 minutes. This guide walks you through the essential setup steps to start managing client work.

1. Create Your Organization

After signing up, you'll be prompted to create your organization. This is your company's workspace: team members, services, projects, and clients all live here.

  • Enter your organization or business name
  • Choose a unique slug (this will be used in your portal URL)
  • You'll be automatically set as the owner with full permissions

2. Connect Stripe

Navigate to Settings to connect your Stripe account. This enables you to accept payments from clients through the portal.

  1. Go to Settings from the sidebar
  2. Click Connect Stripe Account
  3. Complete the Stripe onboarding flow
  4. Once connected, you'll see a green "Connected" status

Without Stripe connected, clients can browse your services but won't be able to purchase or subscribe.

3. Create Your First Service

Head to the Services page to define what you offer.

  1. Click + Add Service
  2. Fill in the details:
    • Service name — e.g., "Implementation package" or "Monthly support"
    • Price — Set your price in dollars
    • Billing type — Choose One-time, Bi-weekly, Monthly, or Yearly
    • Visibility — Set to "Public" to show in your portal, or "Hidden" to keep it internal
    • Description — Optional details about what's included
  3. Click Add Service to save

4. Share Your Portal

Your client portal is automatically available. Find your portal link on the Home page or in Settings.

  • Click the copy icon to copy your portal URL
  • Share it with clients via email, your website, or social media
  • Clients can sign up, browse public services, and purchase directly

5. Manage Incoming Requests

When a client purchases a service, a project is automatically created. Clients can then submit requests within their project.

All requests appear on your Requests kanban board with three columns:

Column Description
Backlog New requests waiting to be started
In Progress Work currently being done
Done Completed requests

Drag and drop requests between columns to update their status.

6. Communicate with Clients

On any request detail page, you can:

  • Post Updates — Share progress with clients or create internal-only notes
  • Discuss — Add threaded comments on any update, with visibility controls (client-facing or internal)

What's Next?

  • Learn about Services in depth
  • Understand the Request workflow
  • Set up your Client Portal
  • Configure People & Roles for your team