Projects in Squarespace help you manage client services, track revenue, and handle important milestones. You can manage everything from lead collection to payment processing in one place.

Collecting Leads

Add a contact form to your website with customizable fields like:

• Budget
• Service date
• Referral source

Form submissions appear in Lists & Segments menu, where you can:

1. Review submissions in Form Submitters section
2. View individual contact details
3. Access form responses directly through Contacts menu

Creating Projects

To start a new project:

1. Go to Projects menu
2. Click Create > Project
3. Search existing contacts or add new client
4. Link form submissions (optional)
5. Name your project

Managing Project Details

Each project displays:

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

Adding Milestones

Create project checkpoints:

1. Click Add Milestone
2. Enter description
3. Set date
4. Mark complete when done

Milestones can be edited or deleted as needed.

Handling Documents and Payments

Send professional documents:

• Proposals
• Estimates
• Contracts

Process payments through invoices:

1. Connect payment processor
2. Create and send invoice
3. Client pays via secure payment page

Deleting Projects

To remove a project:

1. Open project
2. Scroll to bottom
3. Click Delete Project
4. Confirm deletion

Note: Ensure no accepted documents or invoices exist before deletion. Client contacts and form submissions remain intact.

Remember: Projects can only be linked to one client and cannot be reassigned to another contact.

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