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GET STARTED WITH REQLIO

From your first demo
to your first request.

We help you get set up. You sign in, share your form and manage the enquiries that come in. Here’s how it works, from the first conversation to the final agreement.

01 / YOUR GUIDED SETUP

A clear start, with help at every step.

  1. 01

    Tell us about your business

    Request a demo and describe your services and how you handle enquiries. We review your request and contact you at the email you provided to arrange a walkthrough. We aim to reply within one business day, Monday to Friday, excluding Moroccan public holidays.

    Request a demo
  2. 02

    Make it your workspace

    If Reqlio fits, we agree the setup and configure your branding, services, form questions and customer messages. You choose the owner email that will have access to your business. Standard setup is ready for your review within one business day after we have your services, branding, form requirements and agreed scope. We confirm the start date with you; larger requests may take longer.

  3. 03

    Review it together

    We enable your owner access and send a secure invitation to your chosen email. Review a sample request with us. Once you approve the setup, we make your form ready to share.

$199 setup, including your first month and up to 10 configured services. Then $39/month. Prices in USD.

What’s included

How to sign in to your dashboard

Once your owner access is enabled, use the same steps whenever you return. No password to remember.

Open owner sign in
  1. Open Owner sign in

    Use the link in Reqlio’s navigation, or bookmark the sign-in page.

  2. Enter your registered email

    Use the address assigned to your workspace and request a secure sign-in link.

  3. Open the link in your email

    Use the one-time link, then choose your business if asked. Start with Today in your dashboard to see what needs attention.

Missing the email? Check your spam folder and confirm you used your registered address. For access help, contact Reqlio.

02 / INVITE CLIENTS TO ENQUIRE

One form link. Wherever clients find you.

In your dashboard, select Copy form link. Add it to the places where people already contact your business. They can choose a service and send the details without an account.

Share your public request-form link with clients. Your owner sign-in link is private and only for accessing your dashboard.

Your website

Link a “Request a quote” or “Tell us about your project” button on your homepage, service pages and contact page.

Your social bio

Add it to your Instagram bio links, LinkedIn profile or Facebook page. Label it “Start a project” so people know what to expect.

WhatsApp & direct messages

When someone asks about your services, reply: “Tell us a little about what you need using this form” and paste your link.

Your email signature

Add a “Request a quote” link beneath your contact details, or include it in replies to new enquiries.

03 / FROM REQUEST TO AGREEMENT

A client submits your form. What happens next?

The request appears in your workspace. Open Requests to review the brief, or start with Today for the decisions and consultations that need your attention.

01

Understand the work before you commit

Your branded form asks the right questions for each service. Review the customer’s brief, contact details, preferences and files together, with the context you need to assess the work.

02

Choose the right next step

Ask for missing details, record a call or decline work that is not a fit. When you’re ready, propose consultation times and describe what you’ll discuss. Include an initial estimate if you have enough information, or choose to price after the conversation. Review and approve the proposal before sharing it.

03

Keep the customer involved

Customers open a private link to confirm a consultation, ask for another time or decline. Their response stays with the request, so you can prepare for the conversation and see what needs attention.

04

Begin with an agreement both sides understand

After the conversation, send the final scope, price and schedule. The customer confirms, requests a change or declines. Consultation and job confirmation stay separate, with a clear record of what was agreed.

A simple routine for new enquiries.

Someone messages “Can you design our brand?” Reply with your form link: “Tell me about your project here so I can review the details before we talk.”

When they submit, open the request in your dashboard, review their brief and offer consultation times. Copy the private proposal link into your existing conversation. Their choice appears beside the request.

Check Today at the start of your working day and after new enquiries. Keep using your usual email or messaging app to share links.

Workspace Today MF

YOUR WORKSPACE, AT A GLANCE

What needs your attention?

Needs your attention03
Consultations today01
Waiting on customers03
Needs your attention3
JL
Jamie LewisBrand identityReview request
New
SC
Sam ChenCreative directionPrepare consultation
Under review
CB
Cameron BellCreative directionPrepare final terms
Consultation completed
Waiting on customers3 requests

Illustrative workspace with fictional data.

Your dashboard, at a glance.

Today shows what needs attention. Requests holds your briefs and proposals. Consultations keeps the conversations in view. Confirmed jobs shows work your customers have agreed to.

Sign in to your workspace

Start with a walkthrough.

Bring your questions. We’ll show you how the process could work for your business.

Request a demo