Help centre · 78 articles
How to run the whole job on Arbour.
One article per screen. What it is for, how the work goes, and what happens to the data.
Getting started
- 01
Setting up
The wizard that creates your account, then the checklist that gets the organisation ready to trade. - 02
Overview
The console home, with the rail of work you start, the desk of work waiting on you, and the numbers. - 03
Importing data
Bring across a CRM export or match your own CSV columns to contacts and jobs in Arbour. - 04
Importing from Studio Ninja
Download the Studio Ninja job export and bring across bookings, clients, notes and documents. - 05
Importing from Dubsado
Export projects, contacts, invoice totals, transactions and PDFs from Dubsado, then prepare one ZIP for Arbour. - 06
Importing from Pixieset
Export Studio Manager contacts and payments, download invoices and documents, and understand the project data the export omits. - 07
Importing from a CSV
Match your own spreadsheet columns to enquiries, bookings and contacts, check every record, then import. - 08
Importing from Sprout Studio
Export both contact reports and four financial reports with consistent dates and currency before importing them into Arbour. - 09
Search and shortcuts
The command menu that reaches every page, the letter shortcuts on the overview, and the keys that work in dialogs. - 10
Arby
Ask questions about your bookings, contacts, money, calendar and inventory without hunting for the screen. - 11
Switching organisations
Move between the businesses you belong to, answer an invitation, and add another organisation.
Browse by area
- 11 articles
Getting started
The first week: setup, the overview and finding your way around.
- 7 articles
Enquiries and contacts
The pipeline, the people in it and the fields you track them with.
- 4 articles
Quotes and packages
What you sell, how you price it and how a quote goes out.
- 10 articles
Bookings and calendar
Won jobs, run sheets, questionnaires, tasks and the calendar behind them.
- 6 articles
Inventory and gear
Stock for bookings, equipment held by crew, and what is free on each date.
- 5 articles
Payments and invoices
Invoices, payment plans, Stripe and document numbering.
- 11 articles
Inbox and email
Your mailbox in Arbour, templates, scheduled sends and automations.
- 5 articles
Client portal and forms
The enquiry form, the portal your clients see and how it is branded.
- 6 articles
Settings
Organisation details, notifications, your profile and the AI assistant.
- 2 articles
Team
Members, roles and what each permission unlocks.
- 4 articles
Account and billing
Plans, owners, more than one organisation and read-only accounts.
- 6 articles
Integrations
Accounting, webhooks and API keys.
- 1 article
Reports
Sales and financial reporting.
Popular
- Bookings and calendar
Bookings
The board of confirmed work, and what sits on a booking once it is won.
- Inbox and email
Connecting your mailbox
Connect Google or Microsoft, choose what syncs, and manage the signatures your sends go out with.
- Enquiries and contacts
Enquiries
The pipeline board for everyone who has asked about your work, from first contact to quote.
- Inventory and gear
Inventory tracking
Track what you own, reserve stock for bookings and keep a record of gear held by your team.
- Payments and invoices
Invoices
Raise an invoice on a job, issue it, and take the money through the client portal.
- Getting started
Importing data
Bring across a CRM export or match your own CSV columns to contacts and jobs in Arbour.