Project management in Squarespace allows you to track client relationships, revenue, and project milestones efficiently. Here's how to use these features effectively:

Lead Collection Add a contact form to gather potential client information, including:

• Referral source
• Project timeline
• Budget expectations
• Custom requirements

Form submissions appear in the Contacts panel under Lists and segments. Access submissions by:

1. Opening Lists and segments panel
2. Clicking Form senders
3. Selecting the contact to review their submissions

Creating Projects To start a new project:

1. Open Projects panel
2. Click Create > Project
3. Search for existing client or add new contact
4. Name the project and click Create

Project Management Features Each project displays:

• Total revenue collected
• Recent activity
• Upcoming milestones
• Client notes
• Important dates
• Invoice history
• Form submissions

Milestones Add project milestones:

1. Click Add milestone
2. Enter description
3. Set date
4. Click Save

Mark milestones complete by checking the box, or edit/delete using the pencil/trash icons.

Client Documentation Send branded:

• Proposals
• Quotes
• Contracts

Invoicing Send invoices directly through the platform:

• Clients receive via email
• Secure payment page
• Payment processor fees apply
• No additional transaction fees

Project Deletion To remove a project:

1. Open project
2. Scroll to Delete project
3. Confirm deletion

Note: Client contacts and form submissions remain after project deletion, but deleted projects cannot be recovered.

Remember to connect a payment processor before sending invoices to ensure smooth financial transactions with clients.

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