How to use Moonli overview

This guide covers the 1-2-3 of setting up Moonli as well as getting the most out of it.

Make a website

Build your website

After you sign up, your website will be ready for editing and customization. You will receive a link and resettable password for your admin dashboard in your email.

To create pages such as an About or Portfolio page, log into your admin dashboard (the URL is YourWebsite.com/wp-admin — find the Pages link in the left navigation. (Or right navigation, depending on your language and region.)

From there, click on Add New. This is the page editor. Title your page, add your layout and content. Moonli is built on top of the WordPress Gutenberg page builder. If you’re not familiar with Gutenberg, below is a quick video walkthrough by ###.

[ VIDEO ]

Your page will automatically save as you edit it, but there is an explicit Save button as well for when you’re at a good stopping point.

Hit Publish to make your page accessible via your client-facing website. If you don’t click Publish, your page will save as a private rough draft accessible via your admin dashboard navigation » Pages » All Pages.

To customize your website’s look, go to Appearance » Customizer to change your website’s colors (under the menu item Colors) and fonts (under the menu item Typography).

If you need design or general website help, see the build your website guide.

Launch your website

During your free trial, your website will be admin-accessible only. When you are ready to make your website public and shareable to everyone, upgrade your website.

To use a custom domain, see the custom domain guide.

Get clients

You have the exciting opportunity to go from bidder to business. Finding clients when you are literally the master of your own domain is different from scouring classifieds on marketplaces. Here are some tips for how to find clients via your own website.

Figure out your business purpose

Be a partner in business rather than a hand for hire. Connect what you do with your clients’ business pain points. Use your brain to solve meaningful problems in remarkable ways.

Choose your clients

Only take on clients you are sure you can help and whose testimonial would help you find more clients. In the long run this will work better than the alternative.

Be helpful

Write to help your clients with their problems on Medium or your website’s blog (included in your Moonli website). Join conversations about your professional interests wherever you hang out, online or off. Start new conversations that people want to respond to.

Focus on relationships

Get to know people’s professional interests. Help them where you can even if it’s just listening, sending a resource, or “liking” their post on social media. Do this over time. Meet as many people as you can.

Get yourself out there

Use a nice photo of yourself and a professional username online. Share helpful side projects that have to do with your service, such as experimentations, tools, guides, et cetera. Be open for conversation.

For more tips, read the get traffic to your website guide.

Manage projects

Clients need consistency and clarity. Moonli is excellent for managing projects transparently in a timely manner. Here’s how to start, manage, and close projects with Moonli.

Start a project

  1. Set up your prospect’s portal on your website. See the start project guide.
  2. (Recommended) Create the project invoices. See the invoicing guide.
  3. (Recommended) Create the project contract. Set it up to redirect to the invoice upon completion. See the contract guide.
  4. (Recommended) Create the project proposal. Set it up to redirect to the contract upon completion. See the proposal guide.
  5. (Recommended) Add these forms to your client’s portal by selecting them on the project’s Form field. See the start project guide.
  6. (Recommended) Send your client your proposal. It should redirect to your contract upon completion. The contract should redirect to the invoice after signing, allowing clients to immediately pay and lock in their project start date and rate.
  7. Your project is ready to start.

Work with your client

  1. Go to your admin dashboard then click on Projects and navigate to your client’s project.
  2. Add up to 4 milestones for the project. Milestones for a website freelancer, for example, could be Exploration / Design / Development / Handoff. You can use as few milestones as you need.
  3. Under each milestone, add associated items such as tasks, documents, or client to-do’s. Re-order them if needed. Mark their status (in progress, complete, etc) throughout the project.
  4. Mark the overall project status as well on this same page to reflect the current milestone.
  5. Your client will be able to follow along on the client portal with their own login information.

Finish a project

When a project is done, simply mark it as Complete in the Project edit screen. To send a form after the project is completed (such as the last invoice or a testimonial submission) create the form then add it to the project’s Form field when ready.

See best practices for freelancers.

Protect yourself legally

Learn how to protect yourself legally in most general cases on the preparing contracts guide.

Accept payments

Sign up for a PayPal or Stripe account. Connect the account(s) via your admin dashboard navigation » Forms » Payment Settings. More information on the sending invoices guide.