Wedy Pro

Learn how to create and manage Event Tags, Project Types, and Lead Sources in Wedy Pro to keep your client projects organized.

Customize Project Tags, Types, and Lead Sources

Set up custom units, tax rates, and automated payment reminders in Wedy Pro from Account > Document Settings to streamline your invoicing workflow.

Configure Document Settings (Units, Taxes, Reminders)

Configure project, document, and workflow settings for your business.

Business Settings

Create a custom design with text, images, and li    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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