# Atelier Help Center

> Help Center for Atelier — the AI-native studio operating system for interior designers.

- [Welcome to Atelier](https://help.getatelier.design/getting-started/welcome.md): What Atelier is and how it's put together.
- [The newcomer flow](https://help.getatelier.design/getting-started/the-newcomer-flow.md): The first screen in an empty studio — paste a few product links and a board is built, then approving a pin puts it in the schedule.
- [Your first project in 10 minutes](https://help.getatelier.design/getting-started/first-project.md): Build a real project end to end — client, phases, pinboard, schedule, invoice.
- [Finding your way around](https://help.getatelier.design/getting-started/finding-your-way-around.md): The sidebar, Home, Inbox and the project workspace explained.
- [Create a project](https://help.getatelier.design/projects/create-a-project.md): Set up a project with its client, address, dates, budget and billing rate.
- [Project overview](https://help.getatelier.design/projects/project-overview.md): The timeline, the things that need attention, recent activity and project files.
- [Phases and the timeline](https://help.getatelier.design/projects/phases-and-the-timeline.md): Break a project into stages with dates and colours, and read the timeline on the project Overview.
- [Documents and vendor quotes](https://help.getatelier.design/projects/documents-and-vendor-quotes.md): File vendor paperwork, compare it with the schedule and review quoted costs inside a project.
- [Copy documents and use templates](https://help.getatelier.design/projects/copy-and-reuse-documents.md): Reuse schedules, pinboards and proposals across projects while starting client decisions and document history fresh.
- [Home](https://help.getatelier.design/tasks/home.md): Where you land when you sign in — what you're doing today, across every project.
- [Board, timeline and list](https://help.getatelier.design/tasks/views.md): Three ways to look at the same tasks, and when each one is the right choice.
- [Task details](https://help.getatelier.design/tasks/task-details.md): Inside a single task — description, to-dos, priority, dates, assignees and comments.
- [Clients](https://help.getatelier.design/clients-vendors/clients.md): The people you bill. One client, several contacts, several projects.
- [Vendors](https://help.getatelier.design/clients-vendors/vendors.md): Vendors, their contacts, their terms — and why the vendor record is what makes procurement work.
- [Import a vendor](https://help.getatelier.design/clients-vendors/import-a-vendor.md): Read vendor information from a card, document or website, then review the form before saving.
- [Pinboards overview](https://help.getatelier.design/pinboards/overview.md): Present a design with images, linked products and named pages, then collect client decisions.
- [Build a pinboard](https://help.getatelier.design/pinboards/build-a-pinboard.md): Create a room presentation with uploaded images, library products, labels and multiple pages.
- [Editor controls and shortcuts](https://help.getatelier.design/pinboards/editor-reference.md): Find board, page and item controls, plus keyboard and touch gestures for pinboards.
- [Crop and remove backgrounds](https://help.getatelier.design/pinboards/crop-and-remove-backgrounds.md): Frame an image, make a product cutout and refine its edges for a layered room presentation.
- [Change image perspective](https://help.getatelier.design/pinboards/change-image-perspective.md): Shape an image with four corner handles to place a rug, artwork or material into a room composition.
- [Products, links and approvals](https://help.getatelier.design/pinboards/link-pins-to-products.md): Distinguish reference images from library products and understand how approved pins become schedule rows.
- [Share a pinboard with a client](https://help.getatelier.design/pinboards/share-a-pinboard-with-a-client.md): Choose the approval schedule, create a client link, collect feedback and disable access when needed.
- [Hide pages from clients](https://help.getatelier.design/pinboards/hide-pages-from-clients.md): Keep working pages in the editor while showing only selected pages through the client link.
- [Client feedback in the Inbox](https://help.getatelier.design/pinboards/client-feedback-in-the-inbox.md): Every comment and approval from a shared pinboard, in one feed — and what to do with each one.
- [Build and edit a pinboard with AI](https://help.getatelier.design/pinboards/ai-builder.md): Use AI Chat to compose and refine an open board, or assign a task to your AI teammate for a background draft.
- [Export a pinboard to PDF](https://help.getatelier.design/pinboards/export-a-pinboard-to-pdf.md): Save a landscape presentation with named pages and optional studio branding.
- [Pinboard troubleshooting](https://help.getatelier.design/pinboards/troubleshooting.md): Resolve missing controls, failed product imports, cutout issues, approval errors and incomplete exports.
- [The product library](https://help.getatelier.design/product-library/the-product-library.md): Every product your studio has specified, in one searchable catalogue shared across all projects.
- [Import a product from a URL](https://help.getatelier.design/product-library/import-a-product-from-a-url.md): Paste a vendor's product page and let Atelier pull the name, brand, price, images and description.
- [Atelier Product Clipper](https://help.getatelier.design/product-library/chrome-extension.md): A Chrome extension that saves a product into your library straight from the vendor's page, without leaving the site.
- [Add a product manually](https://help.getatelier.design/product-library/add-a-product-manually.md): For trade-only pieces, antiques, bespoke joinery and anything without a web page — and what to fill in so the entry is worth having.
- [Overview](https://help.getatelier.design/ffe-schedules/overview.md): The FF&E schedule is the spine of an interiors job — what you are specifying, what it costs, what you charge, and where it is in procurement.
- [Create a schedule](https://help.getatelier.design/ffe-schedules/create-a-schedule.md): Starting an FF&E schedule, adding products to it, and deciding how many schedules a project needs.
- [Source products for requirement slots](https://help.getatelier.design/ffe-schedules/source-requirements.md): Compare library, URL and pinboard candidates against a specification, then choose a product.
- [Planning view](https://help.getatelier.design/ffe-schedules/planning-view.md): The specification view of a schedule — what the piece is, how many, how long it takes to arrive.
- [Financials view](https://help.getatelier.design/ffe-schedules/financials-view.md): Vendor cost, markup, tax and the client total — where a schedule becomes a commercial document.
- [Procurement view](https://help.getatelier.design/ffe-schedules/procurement-view.md): Purchase orders, order dates, estimated shipping, delivery, tracking numbers and carriers — the logistics half of a schedule.
- [Item statuses](https://help.getatelier.design/ffe-schedules/item-statuses.md): Every procurement status a schedule row can have, what it means, and when to move an item on.
- [Organize, group and choose columns](https://help.getatelier.design/ffe-schedules/organize-group-and-choose-columns.md): Grouping, filters, sort and column visibility — set up per view so each one shows only what that job needs.
- [Share a schedule with a client](https://help.getatelier.design/ffe-schedules/share-a-schedule-with-a-client.md): Choose the client's columns, share a read-only live schedule and disable the link when needed.
- [Import and export schedules](https://help.getatelier.design/ffe-schedules/import-and-export.md): Import Excel, CSV, Revit tables, PDFs or table images, then export a schedule to Excel or PDF.
- [Finance dashboard](https://help.getatelier.design/finance/finance-dashboard.md): Invoiced, paid, outstanding and overdue across every project — and what needs chasing.
- [Proposals](https://help.getatelier.design/finance/proposals.md): What you send before the work is agreed — scope, phases, fee and payment schedule in one document that becomes the project when the client accepts.
- [Invoices](https://help.getatelier.design/finance/invoices.md): Billing the client — from a schedule, from a contract, or from tracked time, with terms, tax and discount.
- [Change orders](https://help.getatelier.design/finance/change-orders.md): Scope that grows after the client has signed — documented, priced and agreed, without rewriting the original proposal.
- [Purchase orders](https://help.getatelier.design/finance/purchase-orders.md): What you send a vendor to place an order — the one document in Finance that faces a vendor rather than a client.
- [Retainers and client deposits](https://help.getatelier.design/finance/retainers.md): Record an advance payment for a project, apply it to invoices and track the amount still available.
- [Tracking time](https://help.getatelier.design/time-tracking/tracking-time.md): A running timer or a manual entry, against a project and optionally a task — and what makes an entry billable.
- [How hours are priced](https://help.getatelier.design/time-tracking/rates.md): The rate card: what each role bills at, how a project can override it, and why time sometimes logs without a price.
- [Time reports](https://help.getatelier.design/time-tracking/time-reports.md): Hours and value by project, a daily breakdown, and a PDF you can put in front of a client.
- [Use AI Chat across Atelier](https://help.getatelier.design/ai/get-started-with-ai-chat.md): Open one assistant for the studio, attach source material and understand how the current page changes its tools.
- [What the assistant can do](https://help.getatelier.design/ai/what-the-assistant-can-do.md): Choose AI Chat, the task-based AI teammate or the Claude connector for the work you want to do.
- [Manage projects, tasks and timers with AI](https://help.getatelier.design/ai/tasks-projects-and-timers.md): Plan Today, update project phases, organise checklists and track time with specific requests.
- [Edit schedules and source products with AI](https://help.getatelier.design/ai/schedules-and-sourcing.md): Use the open schedule for pricing, procurement fields, custom columns, document review and sourcing candidates.
- [Read finance records and prepare drafts with AI](https://help.getatelier.design/ai/finance-drafts.md): Ask about invoices and agreements, then draft proposals, invoices, change orders and purchase orders for review.
- [Daily briefs, meetings, files and vendor pricing](https://help.getatelier.design/ai/project-workflows.md): Use AI to turn project information into a reviewable next step, then approve the changes you want saved.
- [AI credits](https://help.getatelier.design/ai/credits.md): How AI usage is metered — the included allowance, top-ups that roll over, and where to see what was spent on what.
- [What the assistant won't do](https://help.getatelier.design/ai/what-the-assistant-wont-do.md): Understand finance draft restrictions, connector limits and the checks that remain with the designer.
- [Use Atelier from Claude](https://help.getatelier.design/ai/use-atelier-from-claude.md): Connect Atelier to Claude over MCP and work with your projects, schedules and product library from chat.
- [Use this help center with AI](https://help.getatelier.design/ai/using-the-help-center.md): Find current Atelier instructions, distinguish documentation from live studio data and give an assistant the right context.
- [Studio settings](https://help.getatelier.design/settings/studio-settings.md): Your studio profile — branding, business details, currency, payment instructions, invoice numbering and what your team can see.
- [Team and roles](https://help.getatelier.design/settings/team-and-roles.md): Everyone in your studio, what they do, and what they can see — two separate settings that are easy to confuse.
- [Glossary](https://help.getatelier.design/reference/glossary.md): The words Atelier uses, and exactly what each one means here.
- [When something looks wrong](https://help.getatelier.design/reference/when-something-looks-wrong.md): The handful of things that surprise people, and what is actually going on.