Stagers Hub User Guide

Welcome. This guide walks through everything you can do in Stagers Hub, in the order you are likely to want to learn it. Skim the headings to find the bit you need, or read top to bottom on your first day.

If anything in here doesn't match what you see on screen, ping support (see the bottom of this doc). Stagers Hub is moving fast right now and the guide may lag a feature by a day or two.

1. What Stagers Hub is for

A home base for your furniture-staging studio.

• One place for every piece of furniture you own: photos, receipts, value, dimensions, where it is right now.
• Project tracking with start and end dates, client details, budget, and read-only share links to send to clients.
• One-click PDFs: client sign-off (with touch signature), insurance schedule, room sheet, handover pack, QR labels.
• QR code on every item; scan with your phone to look it up instantly.
• Multi-currency, multi-room, multi-staff workspace.

It replaces a spreadsheet, a folder of photos, and a half-printed binder of project notes with one searchable workspace your whole team can use.

2. First-time setup

2.1 Sign up

1. Visit the signup page (your studio's link, e.g. https://app.stagershub.com/signup).
2. Type your email and click Email me a magic link (or Continue with Google if you have it set up).
3. Check your inbox. The email contains a 6-digit code AND a sign-in link. Use whichever is easier:
   • Click the link if you're on a desktop or Android phone.
   • Type the 6-digit code into the form on iPhone (iOS Mail sometimes burns the link before you can tap it; the code is immune to that).
4. You land on your new dashboard.

After your first sign-in, you can optionally set a password from Settings → Account password, which gives you a second sign-in option that doesn't depend on email delivery.

A short welcome email arrives in your inbox shortly after your first sign-in with a 4-step setup checklist. If your email provider files it under junk on first arrival, hit "Not spam" / "Move to inbox" so future Stagers Hub emails reach you cleanly. New sending domains take a couple of weeks to build deliverability reputation; one "Not spam" click is usually enough to fix it for your account.

2.2 Name your workspace

When you signed up, your workspace was auto-named after the first part of your email (e.g. "sophie's Studio"). To change that:

1. Go to Settings in the sidebar.
2. In the Workspace section, type your real studio name (e.g. Decoro Staging).
3. Pick your region from the dropdown. The region drives the currency symbol (£, €, $, AED, etc.) and date format used across the app and on every PDF. Default is United Kingdom (£).
4. Optionally add an insurance policy reference so it appears on insurance schedule PDFs.
5. Click Save.

The workspace name shows in the sidebar, on PDFs, and on share links to clients.

2.3 Pick your starting setup

You have two options for getting your inventory in:

• By hand, item by item. Best for studios under ~50 items.
• CSV import. Best if you have a Sortly export or any spreadsheet. See section 12.

You can also create your first project right away if you have one on the go. See section 4.

3. Items

Items are the core of Stagers Hub. Every chair, lamp, painting, plant is an item.

3.1 Add an item

1. Click + Item (top right on mobile, or in the Items page).
2. Fill the form:
   • Name (required). E.g. "Olive linen 3-seater sofa".
   • Category. Free text, e.g. "Sofa", "Lighting", "Soft furnishings".
   • Description. Anything: dimensions, fabric, supplier story.
   • Status. In storage, on project, listed for sale, sold, damaged, lost, archived. Defaults sensibly based on where you put it.
   • Condition. New, excellent, good, fair, damaged.
   • Purchase price + currency + purchase date. Optional but useful for accounting and insurance.
   • Current value + currency. What you'd claim if it walked.
   • Insured. Tick if it's covered by your insurance.
   • Dimensions. Width, height, depth in cm.
   • Quantity. Defaults to 1. Use it for accessory packs, cushion sets, candle pairs etc. where a single inventory row represents several physical units. Items grid shows "× N" next to the name. Quantity multiplies through every value calculation: the dashboard portfolio total, the per-location and per-room totals, the kit total, the insurance schedule PDF, the handover pack, sign-off PDFs, and the items grid value column all reflect unit value × quantity. The item detail page shows the line total with the per-unit breakdown alongside.
   • Room. Pick from the default list (Living Room, Kitchen, Hallway, Landing, Bedroom 1-6, Front Garden, Back Garden) or type your own.
   • Location. Where it lives right now (a storage room or a project site).
   • Photos (optional). Click Add photos to attach one or more images of the item right from the create form. JPEG, PNG, WebP or HEIC. They upload as part of saving and the first one becomes the primary photo automatically. You can also skip this and add photos later from the item page.
3. Click Save.

The item gets a unique QR token on save, automatically. You can print that QR onto a label and stick it on the item; section 8 covers scanning.

3.2 Edit an item

1. Open the item (click its name in the Items list, or scan its QR).
2. Click Edit.
3. Change anything. Save.

3.3 Duplicate an item

Right setting for "I have eight identical dining chairs":

1. Open the item.
2. Click Duplicate.
3. The copy is created with " (copy)" appended to the name, fresh QR token, blank location and assignment history. Edit the copy as needed.

The duplicate does not inherit location, room, or project booking. It starts fresh in storage so you can decide where to send it.

3.4 Move an item between locations

1. Open the item.
2. Click Move.
3. Pick the destination (any storage room or project).
4. Set the start date (when the move actually happens) and optional end date (when you'll bring it back, for projects).
5. Add notes if it helps.
6. If the destination is a project and the item is already booked for that window on another project, you'll see a conflict warning. Tick Override conflict if you really mean it.
7. Save.

The item's status updates automatically: project = "on project", storage = "in storage". Calendars and reports stay in sync.

3.5 Item status meanings

Status follows location automatically when you move things. You can override it manually for the lifecycle states (sold, listed, etc.).

3.6 Photos

Each item can have multiple photos. The first photo is automatically the "primary" one and shows in lists, on the share page, on PDFs.

You can attach photos at the moment you create the item (see section 3.1, Photos field), or add them any time after.

To upload from an existing item:

1. Open the item.
2. Scroll to Photos, click Add photos.
3. Pick one or more (JPEG, PNG, WebP, HEIC). Max 8 MB per photo. On a phone the picker offers both your photo library and the camera, so you can attach photos you've already taken or snap a new one on the spot. Same on the create-item form.
4. They upload and appear straight away.

To change the primary photo:

1. Hover (or tap) any non-primary photo.
2. Click Make primary.

To delete a photo:

1. Hover the photo, click Delete, confirm.
2. If you delete the primary, the next-oldest photo is promoted automatically.

3.7 Bulk actions

On the Items page:

1. Tick the checkbox next to each item you want to act on.
2. A bar appears at the bottom with two buttons:
   • Move N items: move all selected items to the same destination in one step. Conflict detection still applies.
   • Soft-delete N items: send them to trash. See section 13.

Bulk moving honours the booking ledger: any open assignments on those items are closed before the new one is created, so you don't end up with double bookings.

3.8 List view vs grid view

By default, items are shown as a photo grid. To switch to a compact list (name, category, location, status, value per row) click the toggle buttons at the top-right of the grid. Your preference is saved in the browser, so it persists across page loads.

3.8.1 Saved views

If you keep coming back to the same combination of filters, save it as a named view. Once saved, the view appears as a pill above the filter bar and one click reapplies the filters.

To save the current filter combination:

1. Set the filters you want (search query, status, location, room, tag, or any combination).
2. Click Apply so the URL reflects the filters.
3. Click + Save current view in the pill row above the filter bar.
4. Type a short name (up to 60 characters) and hit Save.

To use a saved view, click its pill. To delete one, click the × inside the pill. Names must be unique per user; if you try to save a second view with an existing name, you'll be asked to pick a different one.

Saved views are private to your account. Team-shared views are on the roadmap.

3.9 Tags

Tags are short labels you add to an item to help with searching and grouping. Examples: velvet, sculptural, new-arrival, hero-piece.

To add tags:

1. Open the item and click Edit.
2. Scroll to the Tags field inside the Item section.
3. Type a tag name and press Enter (or ,). Repeat for more.
4. Click the × on a chip to remove it.
5. Save.

An autocomplete list shows tags already used in your workspace so you can reuse consistent labels quickly.

On the Items page, use the Any tag dropdown in the filter bar to see only items with a chosen tag. Tag chips appear on each item card and in the item detail view.

3.10 Under repair / maintenance log

If an item is sent away for reupholstering, repair, or restoration:

1. Open the item detail page.
2. Find the Maintenance section at the bottom.
3. Add a description of the repair and click Send for repair.
4. The item's status changes to Under repair (orange badge).

When it comes back:

1. Open the item detail.
2. Click Mark as repaired.
3. Optionally record the cost and a completion note.
4. The status reverts to In storage.

Every repair is logged in a table below the form so you have a full maintenance history per item.

Note: scanning a "Under repair" item in any scan mode shows a warning. You can still move it by confirming, but the warning helps prevent accidents.

4. Locations

Two kinds of locations:

• Storage rooms: where you keep things between projects. You can have as many as you like (Main warehouse, Overflow, Garden lockup, Daughter's spare room, whatever).
• Project sites: a specific staging job at a specific address with a start date, end date, client name, optional budget.

Items always live in exactly one location at a time.

4.1 Add a storage room

1. Locations in the sidebar → + New storage.
2. Name (e.g. "Storage Main").
3. Address (optional).
4. Notes (optional).
5. Default tick: if on, this is the storage room new items default to. Only one room can be the default at a time; ticking this clears the flag on any other.
6. Save.

4.2 Add a project (= "stage")

1. Locations in the sidebar → + New project.
2. Project name (e.g. "Henderson House").
3. Address.
4. Client name + email (used on PDFs and share-link cover).
5. Start date + end date. Critical: items committed to this project between these dates can't be double-booked elsewhere.
6. Status: Planned, Active, Completed, Cancelled.
7. Buffer days: extra days either side of the project window for conflict detection (default 0).
8. Notes.
9. Budget amount + currency (optional).
10. Save.

4.3 Edit a project

Click into the project, click Edit. Change anything. Save. Items already on the project are not affected by edits to the project's dates, but conflict detection on future bookings uses the new dates.

4.4 Floorplans

Each project can have multiple floorplan images attached. Useful for "the lounge floorplan goes in the email to the cleaner" or "client preview".

To upload:

1. Open the project.
2. Find the Floorplans section, click Upload floorplans.
3. Pick one or more images. Max 8 MB each.
4. Optionally add a label (e.g. "Ground floor").
5. Save.

Floorplans appear on the project page and on the public client share link if enabled.

4.5 Sharing a project with the client

Each project has a read-only share link you can give to the client. They see the project, the items by room, photos, floorplans, in a clean read-only page. They cannot edit or download anything.

To enable:

1. Open the project.
2. Share with client section → Enable share link.
3. Copy the URL that appears.
4. Send it to the client.

To rotate (e.g. you sent it to the wrong client and want to invalidate):

1. Share with client section → Rotate link.
2. The old URL stops working immediately. Copy the new URL and send it.

To disable entirely:

1. Share with client section → Disable link.

The share page shows the workspace name as "Staging by [your studio]" in the header. Sophie's clients see "Staging by Decoro Staging".

4.6 Client approval on share links

Once the client has reviewed the share link, they can click Approve selection at the bottom of the share page to record a digital approval against the project. This is a one-click, one-way action: once approved, the share page shows a green "Approved on [date]" badge.

The approval date also appears in the project detail sidebar inside Stagers Hub (next to the share-link controls), so you know at a glance which projects have sign-off.

This does not replace the formal sign-off PDF (section 8.4), but it gives you a lightweight digital record if the client is happy to approve via the link rather than printing and signing.

4.7 Delivery scheduling

For each project you can track delivery and collection appointments:

1. Open the project detail page.
2. Scroll to the Deliveries section.
3. Click Add delivery and fill in:
   • Type: Delivery or Collection.
   • Date.
   • Driver name (optional).
   • Vehicle (optional).
   • Notes (optional).
4. Save. The delivery row appears in the section with a status badge (Scheduled, Completed, Cancelled).

Deliveries are for your own logistics tracking. They are not currently shown on the client share page.

5. Calendar

The Calendar tab shows every project as a coloured bar across the month. Hover or tap a bar to see the items committed to that project.

Useful for:

• Spotting empty weeks (sales / outreach time).
• Seeing where you're double-booked.
• Estimating when a piece is due back from a project.

Three views, switch via the top-right pill:

• Timeline (default): Gantt-style bars over a rolling window. Pick 4 weeks, 12 weeks, 6 months, or 12 months from the range pill that appears just below the heading. A red "Today" line marks where now sits on the chart.
• List: chronological agenda grouped by status (Active, then Planned, then closed when shown). Each row shows the project name, client, start and end date, duration in days, and current item count. Quickest scan for "what's next".
• Month: traditional calendar grid showing this month and next. Each day cell lists up to three projects active that day as colored pills; days with more than three show "+N more". Today's cell is ringed in red.

The choice you pick is in the URL (?view=list, ?view=month, ?range=6m, etc.), so you can bookmark "agenda" or "year view" if you reach for one most days.

Calendar is read-only. Make changes via the project edit page, not the calendar.

5.1 Subscribe in Google / Apple / Outlook

Settings → Calendar subscription has a personal URL you can paste into any calendar app. Every project shows up as an all-day event from the install date to the de-stage date. Read-only.

• Google Calendar: Other calendars → + → From URL → paste. Google polls the URL roughly once a day.
• Apple Calendar (Mac): File → New Calendar Subscription → paste. Set Auto-refresh to Every 5 minutes if you want near-live updates.
• Apple Calendar (iPhone): Settings → Calendar → Accounts → Add Account → Other → Add Subscribed Calendar → paste.
• Outlook: Add Calendar → Subscribe from web → paste.

Rotate the URL (owner only) if you accidentally share it with the wrong person or someone leaves the team. Everyone subscribed to the old URL will need the new one.

6. Scan (QR codes)

Every item has a unique QR code. Print them onto labels (see section 8.5) and stick them on the items. The QR encodes one URL: scanning it, even from your phone's native Camera app, opens the matching item in Stagers Hub.

The in-app Scan page (sidebar on desktop, hamburger menu or bottom tab bar on mobile) gives you four purpose-built scanning workflows. Camera access is needed for all of them.

6.1 Default scan: action sheet

Open Scan with no extra options. Each scan opens a quick action sheet showing the item's name, location, and status, plus four shortcut buttons: Move, Photo / edit, Damage, View item. Close the sheet to scan the next one. Faster than landing on the full detail page when you only want to do one thing.

6.2 Scan to bulk-move

Open Items and click Scan to bulk-move in the top bar. Scan as many items as you want; each one is added to a list at the bottom of the page. When you're done, pick a destination from the sticky footer dropdown and tap Move all. Every scanned item moves in one go. Conflicts can be overridden with the checkbox.

Use this when you're standing in front of a shelf of furniture deciding what's going to which project. Faster than typing item names into the items grid.

6.3 Install mode (per project)

Open the project, click Install mode. The page lists every item committed to the project and a camera scanner. As each piece of furniture arrives at the property, scan its QR. The item ticks off the list. A counter at the bottom shows "X of Y items installed".

If you scan an item that wasn't booked to the project, you're asked to confirm. Confirming moves the item onto the project on the spot, so the spreadsheet matches the truth on the floor.

6.4 De-stage mode (per project)

Open the project, click De-stage mode. Same shape as install mode, but the action is the opposite: each scan moves the item into your default storage location. Use it as you load the truck to collect everything at the end of a stage. The progress counter shows "X of Y items collected".

6.5 Audit mode (per location)

Open any location (project OR storage), click Audit mode. Walk through, scanning everything you see. When you hit Finish & show report, you get three buckets:

• Found here as expected: matches the database.
• Found here but DB says elsewhere: items the system thinks are somewhere else. One click moves them all into this location so the records catch up.
• Expected here but not found: items that should be here but weren't scanned. Could be missing, could just have been skipped.

No database writes happen during the scan loop, so audits are safe to run mid-day without disturbing anyone else's view.

6.6 Tips

• The QR encodes a URL pointing at your app, so scanning from your phone's native Camera app still works. It just lands on the default action sheet flow instead of a specialised mode.
• Modes work on a laptop with a webcam too, but a phone is faster and more practical in the warehouse.
• Same QR being read repeatedly is filtered for ~1 second after a successful scan, so a steady hand can scan a stack quickly without one item firing twenty times.

6.7 Offline scanning (PWA)

The Scan page works without a network connection. If you lose signal in a warehouse or basement:

• Scans are queued locally on the device (using the browser's IndexedDB).
• An amber banner says "You're offline. Scans will be queued and synced when you reconnect."
• When you come back online, the banner turns blue and the queued moves sync automatically. You can also hit Sync now manually.

For the offline banner to appear and for the app to be installable on your phone's home screen, the browser needs to have loaded the Scan page at least once while online (to register the service worker).

On Android Chrome and any browser that supports it, an Install Stagers Hub banner appears at the bottom of the screen with a one-tap install button. On iOS Safari, the banner appears with instructions to tap the Share button and choose Add to Home Screen. You can dismiss the banner; it won't reappear for 14 days.

To install manually if you've dismissed the banner:

• Android Chrome: tap the three-dot menu → Add to home screen.
• iOS Safari: tap the Share icon → Add to Home Screen.

Once installed, the app opens full-screen without browser chrome, just like a native app.

7. Assistant

The Assistant is a chat-style helper that can answer questions about your data. Examples:

• "How many sofas do I have?"
• "What's my total inventory value?"
• "Which items are at Henderson House?"
• "What's the average value of items I've bought from Lights & Living?"

Type the question, hit send. The assistant only sees your workspace's data, never anyone else's.

For now the assistant can only read; it can't make changes for you. That's deliberate, so a misunderstood question doesn't move 50 items to the wrong project.

8. Reports & PDFs

Stagers Hub generates four kinds of PDF, all from real workspace data in real time. Open the Reports tab (sidebar) to see all of them.

8.1 Insurance schedule

A formal-looking spreadsheet of every active item with name, category, purchase price, current value, location, condition. Ready to send to your insurer for valuation review.

Click Insurance schedule → PDF opens in a new tab → download or print. Pulled from live data, so it's always current.

8.2 Room sheet (per project)

For your staff: which item goes in which room of a specific project.

Open the project → Room sheet → PDF.

8.3 Handover pack (per project)

A combined document for the end of a project: which items came back, which stayed, condition notes, signatures.

Open the project → Handover pack → PDF.

8.4 Sign-off (per project)

The client-signed acceptance document, with three flavours:

• Install: client signs that everything was delivered and looks right.
• De-stage: client signs that the items have been removed and the property is in the same condition.
• Mid-project change: anything in between (swap, addition, damage).

To generate:

1. Open the project.
2. Sign-off → pick the kind (install / destage / mid-project).
3. Confirm or edit the client name.
4. Sign in the touch-signature box (with mouse, finger, or stylus).
5. Click Generate PDF.

The PDF is timestamped and includes the signed signature. Save it, email it, file it.

8.5 Item labels (QR PDF)

A multi-up sheet of QR codes ready to print onto sticker paper.

1. Reports → Item labels.
2. Pick which items to include (default: all active).
3. Print the PDF onto Avery sticker sheets.
4. Stick the QR onto the item.

8.6 Portfolio value tiles

The Dashboard shows four value tiles at the top: total portfolio value (sum of all current-value fields), total purchase cost (what you paid), unrealised change (current value minus cost), and insured item count.

Below those tiles is a Value by category table showing how much your portfolio is worth in each category, ranked highest first. Useful for spotting where your capital is concentrated.

8.7 Item utilisation report

On the Reports page, scroll down past the standard reports to find the Item utilisation section. It shows:

• Top 20 most-used items: ranked by the percentage of their owned lifetime that they spent on projects (days on project ÷ days since acquisition).
• Idle items: items owned for more than 30 days that have never been deployed to a project. These are candidates for sale or disposal.

The percentages are capped at 100% (items acquired mid-project).

9. Damage & loss

When something gets broken or goes missing:

1. Open the item.
2. Click Report damage / loss.
3. Tick Total loss if it's gone or unrecoverable; leave unchecked for damage that's still on the item.
4. Add a description (where, how, blame attribution if relevant).
5. Estimated loss amount + currency.
6. Save.

The item's status updates: total loss → "lost", partial → "damaged". Both flag the item on insurance schedules, and dashboards count them in the "Damaged / Lost" tile so you spot patterns.

10. Currency and region

Stagers Hub picks the currency symbol from your workspace region, set in Settings. Pick once at signup; it applies to every money field and every PDF.

Supported regions:

• United Kingdom (£ GBP) — default
• United States ($ USD)
• Canada (C$ CAD)
• Australia (A$ AUD)
• Eurozone (€ EUR) — Ireland, Germany, France, Italy, Spain, Netherlands. The locale also tweaks date and number formatting per country.
• Middle East / GCC: United Arab Emirates (AED), Saudi Arabia (SAR), Qatar (QAR), Kuwait (KWD), Bahrain (BHD), Oman (OMR)

All amounts you enter are interpreted in your workspace currency. There's no per-item currency and no FX conversion: a number is just a number, and the symbol comes from the region. Billing (when billing ships) is always in GBP regardless of region.

11. CSV import + export

11.1 Export

Items page → Export CSV. You get a file with one row per active item. Open in Excel, Google Sheets, Numbers.

The export is in Sortly-compatible column format, so you can move between tools without losing data.

11.2 Import

If you're coming from Sortly or any spreadsheet:

1. Items page → Import CSV.
2. Drop or pick the file.
3. Stagers Hub auto-maps common column names (Name, Description, Quantity, Price, Location, etc.). Column-mapping screen shows what it inferred.
4. Adjust mappings if needed.
5. Import.

A summary tells you how many rows imported successfully and which (if any) were skipped (e.g. missing name).

Imported items appear in the default storage room. Move or assign them as needed.

12. Trash & recovery

Deleted items aren't gone immediately. Stagers Hub uses a 30-day trash:

1. Soft-deleting an item moves it to Items → Trash. It disappears from default lists, dashboards, calendar.
2. The item sits in trash for 30 days. Any time during that window, click Restore to bring it back to "in storage".
3. After 30 days, the item is permanently purged (a scheduled job does this automatically).

You can speed up the purge two ways:

• Empty trash button on the trash page: deletes everything in trash immediately, irreversibly.
• Delete forever button on a single trashed item: deletes that item only.

Both are owner-only actions and irreversible. Once something is hard deleted, only a backup can recover it.

13. Team & permissions

A workspace can have many teammates. Pricing is per-workspace (£19.50/month covers the whole team), so add as many as you need.

13.1 Three roles

The first person to sign up for a workspace is automatically the owner. Everyone they invite gets to pick a role at invite time.

13.2 Invite a teammate

(Owner only.)

1. Settings → Team.
2. In the Invite a teammate section, type their email.
3. Pick a role (Staff is the right default for active staff; Viewer for read-only).
4. Send invite.

The invitee gets a magic-link email titled "You've been invited to [your workspace] in Stagers Hub." Clicking the link signs them in and lands them on the dashboard with the right role and access.

Invites expire in 7 days. If they don't accept in time, revoke and re-send.

13.3 Manage existing members

Settings → Team lists everyone in your workspace with their role. Owners can:

• Remove a member. They lose access immediately.
• (Coming) Change a member's role.

You cannot remove the last owner of a workspace; the system blocks that to prevent orphaning the workspace.

13.4 Pending invites

Invites you've sent but the recipient hasn't accepted appear in Settings → Team under Pending invitations. You can:

• Revoke an invite (the magic link stops working immediately).
• See when each invite expires.

14. Settings

Reachable from Settings in the sidebar.

14.1 Workspace

• Name. The studio name shown everywhere.
• Region. Picks the currency symbol and date / number format. See section 10.
• Insurance policy reference. Optional; appears on insurance schedule PDFs.

14.2 Plan

Shows your current plan tier and workspace ID:

• Design Partner (free, 12 months): the first 15 workspaces ever.
• Founder (£19.50/mo, locked for life): workspaces 16-100.
• Standard (£39/mo): 101 onwards.

Stripe checkout activates after launch; until then, plan info is informational.

14.3 Team

See section 13.

14.4 Help & legal

Links to:

• Help & FAQs
• About Stagers Hub
• Terms of Service
• Privacy Policy

14.5 Account password

Magic-link sign-in is the default. If you want a second sign-in option that doesn't depend on email delivery, set a password here:

1. Settings → Account password.
2. Type a new password (minimum 8 characters), confirm it, Save.
3. Next time you sign in, click Sign in with password on the login form, type your email and password, you're in.

You can change the password from this same panel any time.

If you forget it, click Forgot password? on the password sign-in form. We'll send a reset email (with both a link and a 6-digit code, same as the magic-link flow), and once you confirm, you can set a new password.

You don't have to set a password. Magic links keep working as before.

14.6 Suppliers

Supplier records let you attach a source to each inventory item so you know at a glance where it was purchased and how to reorder.

To manage suppliers:

1. Settings → Suppliers.
2. Click New supplier to add one (name, contact person, email, phone, website, lead-time days, notes).
3. On any item's edit form, a Supplier dropdown replaces the free- text supplier field and lists your saved records.

Deleting a supplier is safe: it unlinks from items but does not delete those items.

14.7 CRM add-on

The CRM add-on bundles a full customer-relationship workspace with Stagers Hub, so your clients, suppliers, and projects flow into one place where you can track pipeline, deals, and outreach alongside your operations.

To turn it on:

1. Settings → CRM add-on → Enable CRM.
2. We provision a CRM workspace for you and import every existing client (anyone you've named on a project).
3. Within a few minutes you can sign in to your CRM at the address we send you.

After that, each time you add a project with a client name, that client appears in your CRM within a minute. Existing clients are matched by email when present, otherwise by name.

To turn it off, Settings → CRM add-on → Disable CRM. Existing contacts stay in your CRM; new clients and project updates stop syncing.

The CRM add-on is a paid extra. Pricing and Stripe checkout activate alongside the main subscription.

14.8 Sign out

A button. Press it, you're signed out, you're back at the login page. Nothing dramatic; magic-link or password in to come back.

14.9 Danger zone

The bottom of the Settings page has a section labelled Danger zone. What you see depends on your role.

Workspace owner — Delete workspace

Deletes the entire workspace, including every item, location, project, photo, sign-off, team member, and your branding. To prevent slip-of-the-finger deletions you have to type the workspace name exactly to confirm.

The deletion is staged: the moment you click Delete, every page in the workspace is locked and a "Workspace pending deletion" page takes over. The page shows the exact date your data is due to be permanently purged (30 days from when you clicked Delete) and a "days remaining" countdown.

Your data is held during this 30-day grace period so you can change your mind. To restore during the grace period, email support@stagershub.com.

You'll also receive four emails across the 30 days so you always know what's happening with your data:

1. The moment you click Delete: a confirmation email with the purge date and the restore path.
2. 14 days remaining (day 16): gentle reminder that the deletion is still scheduled, with the restore path.
3. 7 days remaining (day 23): final reminder. After this, you have one week to change your mind before the data is gone.
4. Day 30: a confirmation email after the data has been permanently purged. Past tense; no action needed.

After 30 days the data is permanently purged. Once that happens it is not recoverable.

Non-owner team members — Leave workspace

If you are staff or viewer in someone else's workspace, you'll see a Leave workspace button instead. This removes you from the workspace but the studio's data stays. You can be re-invited later.

The owner of a workspace cannot leave it. To stop being the owner, either promote another member to owner first (Settings → Team) or delete the whole workspace.

15. Kits & bundles

A kit is a named group of items that you typically deploy together. Examples: "Living room set A", "Bedroom hero pack", "Coastal edit".

15.1 Create a kit

1. Kits in the sidebar → + New kit.
2. Give the kit a name and optional description.
3. Save. The kit detail page opens.

15.2 Add items to a kit

On the kit detail page:

1. Use the Add item picker (search by name) to find and add items one at a time.
2. Or open any item's detail page. At the bottom of the left column, the Kits section shows which kits that item belongs to, with a chip per kit. Click the kit chip to go straight to the kit page.

An item can belong to multiple kits.

15.3 Move a kit

From the kit detail page, pick a destination location in the Move all to location select and click Move all. Every item in the kit is moved to that location in a single bulk operation.

15.4 Remove items from a kit

On the kit detail page, click the Remove button next to any item to unlink it. The item itself is unaffected; it stays in your inventory.

15.5 Edit or delete a kit

On the kit detail page, click Edit kit to rename or update the description. Deleting a kit removes the grouping only — items are not deleted.

16. Common tasks (quick reference)

16. Tips from the road

• Photo every item the day it arrives. Five seconds with the phone, saves an hour of "what did that one look like?" later.
• Use rooms even in storage. "Living Room" / "Bedroom" tags on items in storage make project planning easier (you instantly know what bedroom-style sofas you have free).
• Set realistic project dates with buffer days. A project that formally ends Friday but de-stages Monday should have buffer = 2 in the project edit, so the items aren't accidentally double-booked for Saturday and Sunday.
• Generate the sign-off PDF on site, on the day, with the client. Touch signature on a phone takes 30 seconds, the PDF is in their inbox before you leave. No chasing emails later.
• Rotate the share link at the end of each project so previous clients can't see your latest staging.
• Keep storage room names short. They appear in many tight columns on PDFs and the dashboard; "Storage Main" beats "Main Studio Storage Warehouse Building 4".

17. Notifications

Stagers Hub sends a small number of transactional emails to your workspace owner address. None are marketing.

• Welcome — once, shortly after your first sign-in, with a 4-step setup checklist.
• Project ends in 7 days — sent to the owner the morning the project is one week from its end_date, while its status is still "active". Lets you schedule the de-stage and generate the client sign-off PDF before it's a fire. Rescheduling the project resets the reminder so you'll get a fresh one if the new end date is still in the future.
• Workspace deletion lifecycle — only if you click Delete workspace. See section 14.

If a project email lands in junk on first arrival, hit "Not spam" once so future Stagers Hub emails reach the inbox cleanly.

The dashboard also has a What's new panel that shows the most recent features whenever there's something new since your last visit. Dismiss it with Got it and it stays hidden until the next release. The full changelog lives at https://app.stagershub.com/help/whats-new.

18. Help

If something's wrong:

1. Check this guide first — most questions answered here.
2. Refresh the browser — most "stuck loading" issues clear with F5 / Ctrl+Shift+R.
3. Email support@stagershub.com with:
   • What you were trying to do
   • What you saw instead
   • The URL you were on
   • A screenshot if it's visual

Real human responds within 24 hours, usually faster. During the Design Partner phase you also have a direct line to the team — your onboarding email tells you who.

19. What's coming next

Things on the roadmap, not yet shipped:

• Apple Sign In (waiting on Apple Developer enrolment).
• Sortly-style nested categories (today categories are flat free text).
• eBay listing automation (today the platform is a placeholder).
• Multi-room floorplans with item drag-drop placement on the plan.
• Custom default rooms per workspace (today the list is fixed).
• Bulk photo upload from a project shoot folder.
• Multi-currency support (prices in different currencies per item).

If any of these are critical for you, tell us. Roadmap reorders for Design Partners.

Last updated: 2026-06-03 (project create / edit form: new Contract length (weeks) input next to Start Date, drives the End Date auto-calculation (Start + N weeks). End Date still editable for non-standard ends. New Notice period (days) input per project; both Contract length and Notice period have workspace defaults editable in Settings (Contract length 6 weeks, Notice period 10 days by default). Notice email template (Settings → Notice email template) sent to the project's client email exactly 7 days before the notice deadline (so end_date - notice_period_days - 7); supports [End Date] token replacement. Idempotent and trigger-reset if you re-schedule. project detail page now accepts a hero photo (Add project photo / Replace photo button, sits under the project name) and the date / client / days-remaining tiles moved up to fill the previously-empty space alongside it. Edit project moved to the top of the action column. Service worker bypasses the cache for /settings and /admin so the next refresh after a Save reflects the change instead of returning the previous render; tenant update action chains a defensive .select() to convert any future 0-row update into a clear error rather than a phantom "Saved.". calendar now ships with three view modes (Timeline / List / Month) plus a range zoom on the timeline (4 weeks / 12 weeks / 6 months / 12 months), all URL-driven and bookmarkable; items.weight_kg field removed: was never read by any report, PDF, or downstream workflow; dimensions kept (width, height, depth); items now carry a Quantity field, default 1, editable on create + edit, shown as "× N" on the items grid when greater than 1; quantity multiplies through every value rollup (dashboard portfolio total, per-location and per-room totals, kit total, insurance schedule PDF, handover pack, sign-off PDFs, items grid value column, CSV export); the create-form unit value is preserved everywhere by showing "line total (unit × qty)" alongside on the item detail page; mobile photo upload for items now offers both the photo library and the camera, instead of forcing the camera; mobile hamburger menu in the top-left of the header opens a slide-out drawer with every nav destination, including Locations, Calendar, Kits, Reports, Settings (and Admin for the founder); the bottom tab bar still shows the 5 most-used; CRM add-on opt-in: clients sync into a paired unified-platform CRM workspace; project-end email reminder 7 days before end_date; in-app What's new panel and full /help/whats-new page; saved item-page views; proactive Install Stagers Hub prompt with iOS Safari fallback; calendar subscription URL for Google / Apple / Outlook; faster image loading via Next.js Image; list/grid view toggle, portfolio value tiles, client approval on share links, custom item tags, supplier records, utilisation report, kits and bundles, delivery scheduling, under-repair status and maintenance log, offline PWA scanning). Stagers Hub is in active build; minor UI details may differ from the screenshots in your head. Functionality described here is shipped or shipping this week.