Creating a project

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Create project X
Rebranding Project
Design v Personal Website v
51 DATE EDT/EST v
Date
+ Add end date
< August 2023 >
Su Mo Tu We Th Fr Sa
30 31 1 2 3 5
6 7 8 9 10 1M 12
CREATE PROJECT
3 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31 1 2
3 4 5 6 7 8 9
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Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
K
|6 DAYS LEFT .
B SpavsLErT Home  Projects Contacts  Tools v + NEW Lel .
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
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. Vou . Jonsmith " aoo SCHEDULE | & UPLOAD CREATE FILE
CLIENT '\\ /’ PARTICIPANT
Activity Files Payments Details
. Send to: Jon . £ Only visible to you
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RECENT ACTIVITY M Send client portal link
+ q 0 .
~ Jane Smith added Jon Smith to this workspace Aug 4 [5] Stage  inquiry o
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New workspace created by Jane Smith on Aug 4, 2023
Personal Website v
@ Time Tracker LOG NEW
HOURS $0.00 N
LOGGED TOTAL
CREATE INVOICE
r=+ . = D0 D
|Create project X
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PDT/PST v
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+ One less step between hey and pay.
Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
4
|Create project X
Rebranding Project
Event v v
51 DATE PDT/PST v
+ Add end date
CREATE PROJECT

+ One less step between hey and pay.

Projects are automatically created for you when you capture leads through lead forms.

Create a lead form »

?
|Add Participant SKIP

‘ Client Collaborator Team member
Add details about the person who'll be receiving your service.
Email address *
jsmith.mobbin@

Jon Smith

jsmith.mobbin@gmail.com

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rnune
Business client details v
K
|B SDAYS et Home  Projects Contacts  Tools v + NEW [_el ’
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
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Rebranding Project Design v
— - Eﬂ Stage  Inquiry v
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£ Lead Source
DED RIS UGS Personal Website v
Project Date Sat, Aug 5, 2023 9:00 am to Tue, Aug 8, 2023 9:00 am X [
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|Create project X
Rebranding Project
Design v Personal Website v
5] DATE EDT/EST v
Date Date Time
Sat, Aug 5, 2023 9:00 am to Tue, Aug 8, 2023 9:00 am X
CREATE PROJECT
+ One less step between hey and pay.
Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
K
|3 SDAvS e Home  Projects Contacts Tools v + NEW [_el .
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
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everyone’s always on the same page.
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CREATE INVOICE
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HOURS $0.00 N
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AMOUNT  DUE DATE PAYMENT DATE PAYMENT ID STATUS & Send client portal lin
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$0 Aug 4, 2023 Aug 7, 2023 #000003-001 PAI,D . I::I 9 9
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$10 Sep 4,2023 Aug 7, 2023 #000003-002 PAI,D E
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HOURS $0.00 N
LOGGED TOTAL
|Create project X
Rebranding Project
Design v Personal Website v
51 DATE EDT/EST v
Date
Sat, Aug 5, 2023 9:00 am to X
CREATE PROJECT
+ One less step between hey and pay.
Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
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|M O scaons Home  Projects Contacts Tools v + NEW ﬁ Q .
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Fri, Aug 11, 2023 g )
.
L Good morning, Jane Q New Client
Coffee? Check. It's time to take on the day! Let's get started... R
L| New Smart File
E New Invoice
New Meeting
H ey
Check off the steps to get closer to cha-ching! &
Choose your plan
° 4 P VIEW PRICES >
You'll find the right fit for your business. v
+
° Existing materials uploaded
VIEW STATUS > o
Our team will turn them into smart templates—for free! —_— A $
° Learn about customizable templates .
GO TO TEMPLATES >
These reusable templates can be tweaked per client. \
° Take a look at the client side
SEND A TEST >
You can preview content before sending it to your clients.
Get paid 3X faster
° Manage leads in one place ADD CONTACT FORM > Getting paid with HoneyBook is fast and simple,
You can easily embed a contact form in your website. for you and your client. Cha-ching!
6 Set yourself up for online payments CREATE AN INVOICE
ADD BANK INFO >
Secure payments & transfers—for both you and your clients
|M O scaons Home  Projects Contacts  Tools v + NEW i [_el .
= PROJECTS
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Desigh v Aug 05 - Aug 08, 2023
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‘ Reply to: 'Request for a Testimonial'
& Lead Source °
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Aug 07,2023
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Rebranding Project
Aug 05, 2023 H H
randing Project
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v Aug 05 - Aug 08, 2023
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|Create project X
Rebranding Project
Design v v
51 DATE PDT/PST v
+ Add end date
CREATE PROJECT

+ One less step between hey and pay.

Projects are automatically created for you when you capture leads through lead forms.

Create a lead form »

?
|M O scaons Home  Projects Contacts  Tools v +new @ [_el .
= Rebranding Project
Desigh v  Aug 05 - Aug 08, 2023
Activity Files Payments Details
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PosrDesign 1 fem $4000  $4000 0 of 2 completed Invoice Personal Website v
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|Create project X

Rebranding Project
Design v Personal Website v
51 DATE EDT/EST v

Date

Sat, Aug 5, 2023 9:00 am + Add end date

CREATE PROJECT

+ One less step between hey and pay.

Projects are automatically created for you when you capture leads through lead forms.

Create a lead form »

?
|Create project X
Rebranding Project
Design v Personal Website v
51 DATE PDT/PST v
+ Add end date
CREATE PROJECT

+ One less step between hey and pay.

Projects are automatically created for you when you capture leads through lead forms.

Create a lead form »

?
|Add Participant SKIP

‘ Client Collaborator Team member
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Email address *
jsmith.mobbin@gmail.com
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Jon Smith
Business client details v

Client from Jon's Studio

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|Create project X
Rebranding Project
Design v Personal Website v
5] DATE EDT/EST v
Date
Sat, Aug 5, 2023 | + Add end date
9:00 am
9:15 am !
CREATE PROJECT
9:30 am
+ One less step between hey and pay.
Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
K
|3 SDAvS e Home  Projects Contacts Tools v + NEW [_el .
= Rebranding Project
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Activity Files Payments Details
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? L to manage this project.
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Aug 07, 2023
|Create project X

Rebranding Project
Design v Personal Website v
51 DATE EDT/EST v

Date

Sat, Aug 5, 2023 + Add end date

CREATE PROJECT

+ One less step between hey and pay.

Projects are automatically created for you when you capture leads through lead forms.

Create a lead form »

?
|Create project X
Rebranding Project
Design v v
Personal Website
51 DATE
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+ One less step between hey and pay.
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|Create project X
Event v v
51 DATE PDT/PST v
+ Add end date
CREATE PROJECT
+ One less step between hey and pay.
Projects are automatically created for you when you capture leads through lead forms.
Create a lead form »
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9:41 -Ill ? @'
Highlights Following E
Angela Martinez @ang - 2h
| got a web design gig a pair of
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New role in Swedish Design Systems &=
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Angela Martinez @ang - 2h
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New role in Swedish Design Systems &=
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* J . Food & Drinks
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$0-$5k
$5k-$20k
$20k-$50k
$50k-$200k
$200k+

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|Get 20% off your first year. See pricing X
[¥=) 7 DAYS LEFT Home + NEW (2] Js
SEE PRICING
Thu, Aug 03, 2023
= 7 days left in trial
3 GOOd afternoon’ Jane You've got a 20% discount from Honeybook
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Client name Aug 3,2023 Aug 3, 2023
Logo Profile picture Brand color
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DO THIS LATER
Total (USD) $$$
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‘a“' Blogging
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janesmith1.mobbin@gmail.com

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5+ years


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Bitcoin
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Invoice smart builder

screenElements: Toolbar Button Badge

screenElements:
Animation & Video
Toolbar
Button
Badge
Popover

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
PAYMENT SCHEDULE E

a il < X
H AMOUNT DUE DATE PAYMENT DATE PAYMENT ID STATUS i

H i <, Get everyone on the same page

H $5 Aug 3,2023 DUE TODAY H : You can coordinate with your clients so payment
i i dates fit their schedule too.

E E And, with automatic payment reminders, there

H $5 1 month after invoice (TBD) UPCOMING o : won’t be any awkward conversations.

i <+ Add a payment :
|Welcome to the smart files builder
This is where you'll create anything you need to send to clients, like services guides,
proposals, contracts, and invoices — or combine them all in one.
Dwayme & CO. Desigas
‘ e S
YOUR CUSTOM
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= JANES =
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STUDIO
Janes Studio
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Invoice
Bill to Invoice # Purchase order # ®
208055-000001 Enter PO#
Enter name and contact details
Date issued Next payment due
Aug 3,2023 Aug 3,2023
|. SEND TEST
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+ Add discount
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Bill to Invoice # Purchase order #
208055-000001
Date issued Next payment due
Aug 3, 2023 Aug 3, 2023
SERVICE INFO QTY UNIT  UNIT PRICE TAX TOTAL
Freelance Session $0 $0
Phone consultation $10 $10
-+ Add a new service
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® Invoice
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-
STUDIO
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Janes Studio
o -
©
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{»+ Design the look of your file
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Invoice
208055-000001
Aug 4, 2023 Aug 4, 2023
|< X
+* When ready—share your file

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fills in the blanks and pays. Easy as that.
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client details.

For now, add your details so you can see the

client experience for yourself.

1 Of 6


Logging in

screenElements:
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Avatar
Thumbnail
Tab Bar
Icon
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Text Field
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screenPatterns:
Home
Social Feed
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Verification
Welcome & Get Started

screenKeywords:
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Listing services

screenElements:
Text Field
Animation & Video
Loading Indicator

screenPatterns:
Guided Tour & Tutorial
Add & Create

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
% A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
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sl . .
Nice! Now list the services you offer Janes Studio
. . P NES J Smith | (628) 267-9041 |
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Later, you can add descriptions, and more services. Invoice
Freelance Session v $0 Ecw‘\sr;| name Aug‘3, 21)23 ;ulg‘} 2023
Phone consultation v $0
Freelance Session $0
+ Add service
Phone consultation $0
< BACK NEXT
Total (USD) $$$
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
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Invoice preview A
G
sl . .
Nice! Now list the services you offer Janes Studio
. . P NES J Smith | (628) 267-9041 |
Name and price your top 2—3 services, that’s it. .
Later, you can add descriptions, and more services. Invoice
Freelance Session v $0 Z\‘\sr;l name Au’g‘3, 21)23 ;ulg‘} 2023
+ Add service
Freelance Session $0
< BACK NEXT
Total (USD) $$$
|Welcome to the smart files builder
This is where you'll create anything you need to send to clients, like services guides,
proposals, contracts, and invoices — or combine them all in one.
Dwayme & CO. Desigas
‘ e S
YOUR CUSTOM
PROPOSAL
ice
o i e ekl ot g e e[ e O, 4 s
T — ow oy ma Tow
e rpecifcs e 1 2-9V)
‘ The Rockstar Package 1 $15600 $15,600
sena Creation $5.40C $5.400
et Resesrch 1 $80C 3800
Next d Creation $125 %0
e Vinual identity 1 $30C $300
?
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel .
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Ja ne You've got a 20% discount from Honeybook
;ﬂﬁ* A quick lunch break to recharge, then back to HoneyBook to take charge! [
Invoice preview A
L |
Brand your invoice and make it uniquely yours ~ Janes Studio
. NES Jane Smith | (628) 267-9041 |
Upload your logo, add a photo, then put in a splash of J.a"esm‘m'lmobbm@gma"_mm
brand color. Invoice
Bill to nvoice date Payment due
Client name Aug 3,2023 Aug 3, 2023
Logo Profile picture Brand color
$
/ ‘ ‘ |
WIS
SO
NEXT
Total (USD)  $$$
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
% A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
G
sl . .
Nice! Now list the services you offer Janes Studio
. . P NES J Smith | (628) 267-9041 |
Name and price your top 2—3 services, that’s it. .
Later, you can add descriptions, and more services. Invoice
Freelance Session v $0 Ecw‘\sr;| name Aug‘3, 21)23 ;ulg‘} 2023
Phone consultation v $10
Freelance Session $0
+ Add service
Phone consultation $10
< BACK NEXT
Total (USD) $10
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
% A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
G
sl . .
Nice! Now list the services you offer Janes Studio
. . P NES J Smith | (628) 267-9041 |

Name and price your top 2—3 services, that’s it. .
Later, you can add descriptions, and more services. Invoice

Freelance Session v $0 Ecw‘\sr;| name Aug‘3, 2;23 ;ulg‘} 2023

Select or type to add a service v $0

Freelance Session $0

Freelance Session

Phone consultation

On-site services

Additional hours NEXT

Total (USD) $$$
Travel
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
% A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
G B
i 1
LOOkIPg g.OOd.’ . Janes Studio
Your invoice is ready to preview and test Wi Jene smitn(628) 2679041
Jjanesmith1.mobbin@gmail.com
Continue customizing your invoice by adding images, editing your Invoice
payment schedule and much more. . . .
Client name Aug 3,2023 Aug 3, 2023
Freelance Session $0
Phone consultation $10
< BACK
C Total (USD)  $10
|B Jonvs et Home  Projects  Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
. GOOd afternoon' Jane You've got a 20% discount from Honeybook
% A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
G B
i 1
LOOkIPg g.OOd.’ . Janes Studio
Your invoice is ready to preview and test Al Jdenesmin|(628) 26790411
Jjanesmith1.mobbin@gmail.com
Continue customizing your invoice by adding images, editing your Invoice
payment schedule and much more. . . .
Client name Aug 3,2023 Aug 3, 2023
Freelance Session $0
Phone consultation $10
< BACK [clo R Yo R \V/o)[e{=
Total (USD) $10
|B Jonvs et Home  Projects Contacts  Tools v + NEW Lel '
Thu, Aug 03, 2023
/ 7 days left in trial
L GOOd afternoon' Jane You've got a 20% discount from Honeybook
;ﬂﬁ* A quick lunch break to recharge, then back to HoneyBook to take charge! s
Invoice preview A
G
sl . .
Nice! Now list the services you offer Janes Studio
. . P o Jane Smith | (628) 267-90411
Name and price your top 2-3 services, that’s it. janesm‘mz_mobbm@gmai,_m
Later, you can add descriptions, and more services. Invoice
Freelance Session v %0 -
Select or type to add a service v $0
Freelance Session $0
+ Add service
< BACK NEXT
Total (USD) $$$


Upgrading plan

screenPatterns:
Subscription & Paywall
Feature Info
Pricing
Billing
Checkout

screenKeywords:
| | ’ ,- D 4 \ — .
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S p o “ . ' ~ | |
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|6 DAYS LEFT
B SEE PRICING + NEW e Q
Settings
COMPANY
4 You've got a 20% discount
The best fit for your business Monthly @) Yearly 2 months free
Most popular
Starter Essentials Premium
Easily create seamless Grow with added customization, Scale up with priority support and more
client experiences. productivity, and automation tools. efficiency for your whole team.
MEMBERSHIP
$12.80 $25.60 $52.80
per month (billed annually) per month (billed annually) per month (billed annually)
What'’s included: Everything in the Starter plan, plus: Everything in the Essentials plan, plus:
v Unlimited clients and projects v Unlimited scheduler sessions v Unlimited team members
+ Invoices and payments v Automations v Priority support
v Proposals and contracts v Quickbooks Online integration v Multiple companies
v Calendar v Upto 2 team members v Onboarding specialist
v All professional templates v Expense management v Dedicated account manager
v Client portal v Profit and loss v Advanced reports
v Basic reports v Remove Powered by HoneyBook v Unlimited contact forms
v One contact form v Standard reports
v Up to 1scheduler session v Up to 3 contact forms
] ] ] a
|3 DAYS LEFT
B SEE PRICING + NEW e Q
Settings
COMPANY
ou’ve got a o discoun
“4 You've got a 20% di t
The best fit for your business Monthly () Yearly
Most popular
Starter Essentials Premium
Easily create seamless Grow with added customization, Scale up with priority support and more
client experiences. productivity, and automation tools. efficiency for your whole team.
MEMBERSHIP
per month per month per month
What'’s included: Everything in the Starter plan, plus: Everything in the Essentials plan, plus:
v Unlimited clients and projects v Unlimited scheduler sessions v Unlimited team members
+ Invoices and payments v Automations v Priority support
v Proposals and contracts v Quickbooks Online integration v Multiple companies
v Calendar v Upto 2 team members v Onboarding specialist
v All professional templates v Expense management v Dedicated account manager
v Client portal v Profit and loss v Advanced reports
v Basic reports v Remove Powered by HoneyBook v Unlimited contact forms
v One contact form v Standard reports
v Up to 1scheduler session v Up to 3 contact forms
] ] ] a
|3 DAYS LEFT
B SEE PRICING + NEW e Q
Settings
COMPANY
The best fit for your business Monthly () Yearly
Most popular
Starter Essentials Premium
Easily create seamless Grow with added customization, Scale up with priority support and more
client experiences. productivity, and automation tools. efficiency for your whole team.
$ 1 .20 $ 1 .20 $ .20
MEMBERSHIP
per month per month per month

What'’s included: Everything in the Starter plan, plus: Everything in the Essentials plan, plus:
v Unlimited clients and projects v Unlimited scheduler sessions v Unlimited team members
+ Invoices and payments v Automations v Priority support
v Proposals and contracts v Quickbooks Online integration v Multiple companies
v Calendar v Upto 2 team members v Onboarding specialist
v All professional templates v Expense management v Dedicated account manager
v Client portal v Profit and loss v Advanced reports
v Basic reports v Remove Powered by HoneyBook + Unlimited contact forms
v One contact form v Standard reports
v Up to 1scheduler session v Up to 3 contact forms

CHOOSE PLAN CHOOSE PLAN CHOOSE PLAN
|TJ Starter $19/month X
First name Last name
Promo code
welcome20
Card number Month Year Cvwv
v v
Starter $19.00
Street address Address 2
Discount 20%
Total billed today $15.20
Country City
o & PAY $15.20
State or province ZIP or postal code
Money-back guarantee
60 HoneyBook has a 60-d Our system uses SSL encryption, the same technology
DAY oneyBooxk has a 60-day banks use to protect sensitive information.
money back refund policy.
?
|B +new i 34 ’
Settings
Janes Studio ¢
COMPANY
T INTAL Ayl PID.LAV Ul QEPLEHIUET 7, £VLD
Billing
Payment method
EDIT BILLING INFORMATION
m Fkokk a
MEMBERSHIP . .
Invoice History
Aug 7, 2023 Starter Monthly $15.20
Cancellation
You'll still have access to your account, but won’t be able to create new files or projects. CANCEL PLAN
|HB + NEW 24 ’
Settings
Janes Studio ¢
COMPANY
CHANGE PLAN
Starter Monthly $15.20/month ®
Easily create seamless client experiences.
MEMBERSHIP Billing
Payment method
EDIT BILLING INFORMATION
VISA KKKk ﬂ
Invoice History
Aug 7, 2023 Starter Monthly $15.20
Cancellation °
You'll still have access to your account, but won'’t be able to create new files or projects. CANCEL PLAN
|TJ Starter $19/month X
First name Last name
Promo code
Jane Smith
welcome20
Card number Month Year Cwv
v v
Starter $19.00
Street address Address 2
Discount 20%
1226 University Dr, Menlo Park, CA ¢
Total billed today $15.20
Country City
United States v Menlo Park &) PAY $15.20
State or province ZIP or postal code
California v 94025
Money-back guarantee ~ e
60 HonevBook has a 60-day Our system uses SSL encryption, the same technology
DAY oneyBook has a bU-day banks use to protect sensitive information.
money back refund policy.
?
|TJ Starter $19/month X
First name Last name
Promo code
Jane Smith
APPLY
Card number Month Year Cvwv
v v
Starter $19.00
Street address Address 2
Total billed today $19.00
& PAY $19.00
Country City
v
State or province ZIP or postal code
Money-back guarantee
60 HoneyBook has a 60-d Our system uses SSL encryption, the same technology
DAY oneyBooxk has a 60-day banks use to protect sensitive information.
money back refund policy.
?


App settings

appName: Bloom

appTagline: Buy stocks, earn rewards

screenElements: Switch Switch

screenPatterns:
Dark Mode
Settings & Preferences
My Account & Profile

screenKeywords:
9:41 all © @
App Settings
Quiz sound effects
Lesson audio
App theme
Dark Light
|9:41 -Ill ? (I
<{ App Settings
Quiz sound effects ‘
Lesson audio ‘
JAYolo R (o l=Ing[=]
[DETE Light
|9:41 -Ill ? (I
App Settings
Quiz sound effects ()
Lesson audio ()
App theme
Dark Light
|9:41 -Ill ? (I
John Smith
+16282679041
() Need help? Send us a message
FAQ
Create brokerage account
Invite friends to Bloom
App Settings
Subscription
Log out
220


Customizing invoice theme

screenElements: Dialog Slider

hotspotType: Slide

screenElements: Select Toolbar Button Badge Dialog Slider

screenKeywords:
Customize theme X
Customize your theme and apply it to your file with one click using the controls below.
Don't worry, you can always override any theme you apply to a file by editing individual elements.
ProximaNova
Font: | ProximaNova v Background: Text: ’ Highlight:
This is a paragraph with an
using your default font and colors
Oswald
Oxygen
Font: Button text color:
PT Sans
Size:  PTSans Narrow Corner radius
This is a question, right?
CPanisiernme
Playfair Display Type placeholder here
Font: ProximaNova Question text: ’ Input fill: This is a warning
Size: Warning: . Input border: /
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4 Set your default company theme so each new file inherits the same styles.
APPLY COMPANY THEME Revert to gallery theme CANCEL
?
|2] { SENDTEST
< Jane’s test project  Saving... E @ {§} @ N
@ O Aa Customize theme
e Invoice v NEXT
PAGE 1 OF 2
i C] Invoice [
Pay
R + Add page
— 2
)
= JANES =
N
STUDIO
Janes Studio
Please go over the services and payment schedule—don’t hesitate if you have any questions.
Invoice
Bill to Invoice # Purchase order # ®
208055-000001 Enter PO#
Enter name and contact details
Date issued Next payment due
Aug 4, 2023 Aug 4, 2023
©
|2] { SENDTEST
< Jane’s test project 2] @ {§} @ N
@ O Aa Customize theme
e Invoice v NEXT
PAGE 1 OF 2
Company info - .
7+ i C] Invoice & e
Pay
R + Add page
—9
)
= JANES =
N
STUDIO
Janes Studio
Please go over the services and payment schedule—don’t hesitate if you have any questions.
Invoice
Bill to Invoice # Purchase order # ®
208055-000001 Enter PO#
Enter name and contact details
Date issued Next payment due
Aug 3,2023 Aug 3,2023
|< Invoice  oraFT
Jane’s test project Set default colors and styles for
text, questions and backgrounds.
@ O Aa Customize theme
e Invoice v NEXT
PAGE 1 OF 2
C] Invoice
Pay
—saga Add page
= JANES =
1
STUDIO
Janes Studio
Please go over the services and payment schedule—don’t hesitate if you have any questions.
Invoice
Bill to Invoice # Purchase order #
208055-000001
Date issued Next payment due
Aug 4, 2023 Aug 4, 2023
|Customize theme X
Customize your theme and apply it to your file with one click using the controls below.
Don't worry, you can always override any theme you apply to a file by editing individual elements.
ProximaNova
Font: ProximaNova v Background: Text: ’ Highlight:
This is a paragraph with an
using your default font and colors
Font: ProximaNova v Button text color:
Size: Normal v Corner radius
This is a question, right?
Type placeholder here
Font: ProximaNova v Question text: ’ Input fill: This is a warning
Size:  Normal & Warning: . Input border: /
Corner radius
4 Set your default company theme so each new file inherits the same styles.
APPLY COMPANY THEME Revert to gallery theme CANCEL
?
|Customize theme X
Customize your theme and apply it to your file with one click using the controls below.
Don't worry, you can always override any theme you apply to a file by editing individual elements.
ProximaNova
Font: ProximaNova v Background: Text: ’ Highlight:
This is a paragraph with an
using your default font and colors
Font: ProximaNova v Button text color:
Size: Normal v Corner radius
This is a question, right?
Type placeholder here
Font: ProximaNova v Question text: ’ Input fill: This is a warning
Size:  Normal & Warning: . Input border: /
Corner radius
4 Set your default company theme so each new file inherits the same styles.
APPLY COMPANY THEME Revert to gallery theme CANCEL
?
|Customize theme X
Customize your theme and apply it to your file with one click using the controls below.
Don't worry, you can always override any theme you apply to a file by editing individual elements.
ProximaNova
Font: ProximaNova v Background: Text: ’ Highlight:
This is a paragraph with an
using your default font and colors
Font: ProximaNova v Button text color:
Size: Normal v Corner radius
This is a question, right?
Type placeholder here
Font: ProximaNova v Question text: ’ Input fill: This is a warning
Size:  Normal & Warning: . Input border: /
Corner radius
4 Set your default company theme so each new file inherits the same styles.
APPLY COMPANY THEME Revert to gallery theme CANCEL
?
|Customize theme X
Customize your theme and apply it to your file with one click using the controls below.
Don't worry, you can always override any theme you apply to a file by editing individual elements.
ProximaNova
Font: ProximaNova v Background: Text: ’ Highlight:
This is a paragraph with an
using your default font and colors
Font: ProximaNova v Button text color:
Size: Normal v Corner radius
This is a question, right?
Type placeholder here
Font: ProximaNova v Question text: ’ Input fill: This is a warning
Size:  Normal & Warning: . Input border: /
Corner radius
4 Set your default company theme so each new file inherits the same styles.
APPLY COMPANY THEME Revert to gallery theme CANCEL
?


Onboarding

screenElements:
Animation & Video
Page Control
Button

screenPatterns:
Welcome & Get Started
Feature Info

screenElements:
Animation & Video
Illustration

screenElements:
Animation & Video
Page Control

screenElements:
Bottom Sheet
Search Bar

screenElements:
Text Field
Icon
Button

screenElements:
Dropdown Menu
Bottom Sheet

screenElements:
Text Field
Text Field
Icon
Button
Animation & Video
Illustration
Icon
Animation & Video
Illustration
Animation & Video
Page Control
Bottom Sheet
Search Bar
Animation & Video
Illustration
Logo
Animation & Video
Page Control
Button
Illustration
Dropdown Menu
Text Field
Bottom Sheet
Search Bar
Dropdown Menu
Bottom Sheet

screenPatterns:
Account Setup
Account Setup
Account Setup
Permission
Verification
Verification
Account Setup
Feature Info
Account Setup
Select
Feature Info
Launch Screen
Welcome & Get Started
Welcome & Get Started
Feature Info
Account Setup
Account Setup
Account Setup
Account Setup
Permission
Account Setup
Account Setup
Account Setup
Select
Account Setup
Account Setup

screenKeywords:
9:41 all F )
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appears on official
documents?
Legal first name

Jane
Legal middle name (optional)

Optional
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Doe
|9:41 all & @
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address?
Email address

name@your-email.com
|9:41 all F )
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When were you born?
We use this to help verify your identity and that
you're over 18.
Date of birth (DD/MM/YYYY)
18/02/1995
|Just a few more
questions
Financial regulations require us to collect this
information.
Employment Status

Full-time employment v
Industry

Select your industry v
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Select your annual income v
Purpose of account

Select account purpose v
Source of funds

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|9:41 all ¥ @)
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Create a password
Password

Hello@!234567 [0
@ 8 characters
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Grow

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screenPatterns:
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Staking
What is
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Put your crypto to work
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Cryptos APR v
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ETH
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MATIC
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You're all set!
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You're ready to buy your first crypto. Get
started today with as little as $1.
Buy crypto ->
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You can buy small amounts of crypto. Get
started today with as little as $1.
Start trading
A A .28 o
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|9:41 all T (@)
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$ Balances
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. ]
|9:41 -Ill ? (b
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Put your crypto to work
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earn rewards.
Cryptos Balance v
e Solana $0.00
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e Ether $0.00
ETH 0.00 ETH
@ Polygon $0.00
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Projects

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Send a message for help

screenKeywords:
P
New Message Cancel
+1(360) 803-1250

Hi, I'm John and | need help on
Bloomwith:| 0
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|9:41 -Ill ? (I
John Smith
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pageType: Application Application Application Application Application

screenKeywords:
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been thinking back to (insert personalized detail from working with them here).
| just wanted to follow up with you, check in on how you’re doing, see if there are any other ways |
can serve you and invite (and encourage you) to share with me about how | could improve the
experience for future clients, or what you loved most about working with me! As you can imagine,
reviews are an incredible way for me to make sure that every client leaves as a raving fan and | want
to be sure that every step along the way was memorable for you!
If you would feel comfortable, would you be willing to spend five minutes sharing your experience of
working with me (post links if you have a place you want for them to review you!) | appreciate your
feedback and again, am so thankful you chose me!
Best,

Feedback & T... @

=1

=]
_.: Jane Smith added Jon Smith to this workspace Aug 4
You can respond to messages here or via email
New workspace created by Jane Smith on Aug 4, 2023
|M O scaons Home  Projects Contacts  Tools v +new @ [_el .
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Can you believe it's been a month since we spent time together? Time is absolutely flying on by! I've
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| just wanted to follow up with you, check in on how you’re doing, see if there are any other ways |
can serve you and invite (and encourage you) to share with me about how | could improve the
experience for future clients, or what you loved most about working with me! As you can imagine,
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Verifying identity

screenPatterns: Verification Select

screenPatterns: Error Verification Confirmation

screenPatterns: Verification Confirmation

screenElements:
Banner
Progress Indicator
Badge

screenElements:
Illustration
Animation & Video
Illustration
Button
Banner
Progress Indicator
Badge
Loading Indicator

screenPatterns:
Verification
Camera & Scanner
Acknowledgement & Success
Verification
Select
Error
Verification
Confirmation
Verification
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Account Setup
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One last thing. We need
photo ID so we can be
sure it's really you.

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Step 10f 3
Verify your identity
Hang tight, we're working on verifying the ID
image you uploaded.
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Portfolio
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Start trading
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Position the front of your
document in the frame
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Welcome to Gemini
It may take us a few minutes to verify your
identity. Have a look around and we’ll get you
approved to start buying crypto ASAP.
Explore Gemini
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Position the back of your
document in the frame
T1Xelpijlele) ‘ Real Identity
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Verify your identity
.3 Enlarge image
Make sure your details are clear and
unobstructed
‘EU onfido ‘ Real Identity
|9:41 all F )
Welcome to Gemini
It may take us a few minutes to verify your
identity. Have a look around and we’ll get you
approved to start buying crypto ASAP.
Explore Gemini
|9:41 all ¥ @m)
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Which type of ID would
you like to provide?
» - .
° *
Passport >
Driving Licence >
Work Permit >
National Identity Card >
We use Onfido to verify your ID. By uploading your ID, you
agree to the Onfido Terms of Service, Privacy Policy, and
Facial Scan Policy and Release.
|9:41 all T @)
Verify your identity
0 Blurry photo detected
Make sure everything is clear
.3 Enlarge image
Make sure your details are clear and
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121 oNfido | Realldentity
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.3 Enlarge image
Make sure your details are clear and
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‘EU onfido ‘ Real Identity
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Finish account setup
Complete these tasks to get the most out of your
Gemini account.
© Hang tight, we're working on verifying the
ID image you uploaded. This usually only
takes a few minutes.
Step10of 3
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f Add payment method
& Verify your email address
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Checking image quality
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Step 2 of 3
Add payment method
Link payment now so you're ready to buy in 1
click.
Add payment method ->
Portfolio
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You can buy small amounts of crypto. Get
started today with as little as $1.
Start trading
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Home Market Grow Portfolio


Canceling a plan

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Settings
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Pause for

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clients
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Liking a post

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Highlights
Cat Lagman
Louie's excited for the weekend &
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Krystal Sim
‘@ my very very cute redesign of my info
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while exploring krystalsim.com/info
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Highlights
Cat Lagman
Louie's excited for the weekend &
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Krystal Sim
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while exploring krystalsim.com/info


Unpausing my subscriptions

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9:41 all ¥ (@
< ‘{ THII;pb;IDC?I\'I:TH }E
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