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10 Minute Sift Set-Up!

Writer's picture: Emily RetamozoEmily Retamozo

So, you downloaded Sift, you created your profile, but now you need to figure out how to actually get started! Here is your step by step guide!

 

Step 1: Create your first form

This is what your potential clients will fill out to inquire about your product or services. You can include as many questions as you want to create a form that will allow you to understand exactly what someone is looking for!


So how do you create a form?



When you have your form set and questions in place, click "Create Form" and you're done!



Step 2: Post your form link

Your potential clients need to be able to access your form, so copy the link and post it wherever your clients typically find you! This could be in your Instagram bio, your website, or even send it directly to people in a direct message!

Step 3: Set Your Availability

Have a vacation planned? Know that you are already booked for the next month? Just need a break? Block those dates off! Your blocked off dates will automatically sync with your form calendar. When a potential client goes to select a due date, your blocked off dates can't be selected!


And that's it! Now you are all set up and ready to begin receiving inquiries! Want to learn more about what to do once you've received an inquiry? Check out the next post!

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