Learn Crevida, your way
Whether you’ve just finished setting up or you’re exploring what Crevida can do, these short guides will help you find the next right step.
Browse the library
Start with what matters to you today, then return whenever you’re ready for more.
Finding your way around
Finding your way around Crevida
See how the menus change depending on where you are, where to find Revi Tips and how to get help when you need it.
Getting enquiries
Add your enquiry form to your website
Add your Crevida form as a button or embed it directly into your website so enquiries come straight into Crevida.
Add your enquiry form to Instagram
Give potential clients a clear way to enquire directly from your Instagram profile instead of relying on DMs.
Enquiry to booking
From new enquiry to sending a quote
See how to check availability, review services and payments, create your quote and send it to the client.
What happens when your client accepts
See exactly what your client sees when they open, sign and accept their quote and tell you their payment has been made.
Confirming the booking
Check a bank payment, mark it as paid and see how the booking changes from Quoted to Confirmed.
Managing a confirmed booking
Add appointments, send messages, track emails, share questionnaires and files, and see what everything looks like for your client.
Existing clients
Add clients you’ve already booked
Bring existing bookings into Crevida manually or by CSV, add their services and payments, and invite them to their client portal.
Automations
Getting started with Workflows
Use Crevida’s ready-made templates for enquiry follow-ups, booking reminders and wedding communications, then adapt them to the way you work.
A little clarity goes a long way.
Come back whenever you need a refresher, or use the library to see how Crevida could support your business.