Set up your Account

We recommend setting up a few things in-advance to start utilizing Accelo for your Client Work and Client Communication.

Using this guide, you can

Email & Calendar Integration

Integrating your email and calendar with Accelo is a key step to streamline your workflow. Accelo supports seamless integration with Microsoft (Exchange, 365) and Google (Gmail, Workspace) services. To get started, hover over the User Icon in the top-right corner and select My Integrations. Before proceeding, ensure you have the necessary approval from your Admin or IT team.

This integration provides several important benefits. It simplifies time tracking by making it easy to log time spent on emails, meetings, and client interactions. Teams working on shared projects gain better visibility into the latest client communications, improving collaboration and efficiency. Many organizations also experience significant financial improvements by capturing billable time that might otherwise go untracked.

Set up your integration today to maximize productivity and profitability.

Lists & Custom Lists

When you come into Accelo, you may want to get an immediate list of the specific piece of work or modules that you want to see - whether it be Sales, Projects, Tickets or Retainers

We recommend setting up different filters for specific modules in Accelo where you are the Owner or a Team member. That way this will now be visible and easily accessible at any times.

Notifications

Many users share that they receive a high volume of notifications from Accelo. By default, all notifications are enabled, which can sometimes create unnecessary “noise” and distract from what’s most important.

To manage this, we recommend reviewing and customizing your notification preferences in Accelo. Additionally, consider setting up labels or filters in your external email integration to organize these notifications and prevent them from cluttering your main inbox.

The following guide explains each of the notification settings in more detail.

Mobile App

In the service industry, working on the go is essential. That’s why it’s important to log billable time, even while traveling between meetings or visiting client sites. Accelo simplifies this with its Android and iOS apps, allowing you to manage your timesheets, companies, and more directly from your smartphone.