Ask Lio. Say “I think this is a bug” or “can I reach a human?” and Lio offers a contact form right inside the chat. The form prefills your name and email from your account; you type the issue, tap Send, and it lands in our support inbox. We reply to the email you provided within a business day.

You can also email hello@portfelio.me directly. When reporting a bug, screenshots help — drop them in the email, or describe what you tried, what you expected, and what happened instead. Include your registered email so we can find your account quickly.

Open Settings, MyBiz Settings, General tab. You can edit your display name (the friendly name clients see), legal company name (used in contract and invoice headers), business email (a single address used for both billing and your public contact info on the bio page), tax ID, business address, default VAT rate, and currency.

Changes save when you tap the checkmark and propagate to everywhere those values are used — contract and invoice templates, automation email signatures, contact section on your bio page. The MyBiz Settings screen also holds Contact Info (phone, website, Instagram, Telegram, WhatsApp), Payments tab (Stripe, PayPal, Monobank credentials), and Integrations.

Lio is the AI assistant inside Portfelio — available in the mobile app and on Telegram. Things Lio handles well today: finding, creating, and updating projects (“show me my last shoot”, “Marta’s price went up to 2800 euros”, “new wedding project for Anna and David, August 5”), reading and editing contracts and invoices (“what does the cancellation clause say?”, “add a travel fee line of 200 euros”), drafting and editing emails in your writing voice, building shoot prep checklists, searching flights for travel jobs, answering revenue questions across all your projects, reading galleries, photography timelines, and questionnaire responses.

Lio does not send invoices on its own, charge clients, post to social, edit galleries directly, or sign contracts for you. For product questions (“how do I X in Portfelio?”) Lio pulls the matching help article and answers in plain language. If Lio cannot help, ask “can I reach a human?” and a contact form appears in chat.

For a photographer using the projects CRM, Portfelio sends automatic emails on four events: new form submission (“We received your inquiry”) when a lead submits the contact form on your bio page, contract verification ready, contract signed, and invoice paid. Each one ships with a default English and Ukrainian template, so they work out of the box without any setup.

To customize a template, open MyBiz, Templates section, pick the trigger. Edit subject and body, drop in dynamic variables like {{client_name}}, {{project_price}}, {{business_name}}, {{project_date}}. You can also disable an automation entirely if you would rather handle that touchpoint manually. Templates use your saved email signature and apply the brand styling configured on your site.

Portfelio reads your real email thread for each project so you can draft and send replies with full context — and so sent emails come from your own address, not a Portfelio relay. To connect, go to the project’s Emails tab and tap Connect email. Pick your provider: Gmail, Outlook/Hotmail, Yahoo, Hostinger, or Other (custom IMAP/SMTP).

Each provider has its own setup notes. Gmail requires an App Password (not your regular password) — you generate one in your Google Account Security settings after enabling 2-Step Verification. Outlook and Yahoo also recommend App Passwords if you have 2FA on. Hostinger uses your regular mailbox password. Once connected, the project’s Emails tab shows the live thread from your real inbox — Portfelio does not store copies, it reads them on demand. Replies you send go through your SMTP server, so they land in your Sent folder normally.

Open a project and add an invoice. Each invoice is a typed list of line items — description, quantity, unit price — plus currency, tax rate, deposit, due date, and payment terms. The total and remaining balance compute automatically.

To accept online payments, go to MyBiz Settings, Payments tab, and connect one of the supported providers: Stripe, PayPal, or Monobank (for Ukrainian payments). Once connected, the public invoice page shows a Pay button that runs the charge directly. The invoice status flips to Paid the moment the payment lands. Without a connected provider, invoices still work as documents — the client pays you by bank transfer and you mark the invoice paid manually. Currency comes from MyBiz Settings; you can override per-invoice if you bill some clients in a different currency.

A contract in Portfelio is an editable document attached to a project. You write it with dynamic variable chips like {{client_name}}, {{project_price}}, {{project_date}} — at view time those resolve to that project’s actual values, so you do not have to find-and-replace for every client. You can also drop signer-fillable inputs (address, ID number, anything) the client types when signing.

Send by sharing the contract’s public link. The client opens it in their browser, fills the inputs, signs by drawing on the canvas, and the signed status updates back in your project. Both you and the client get the signed contract via email. Ask Lio “draft a contract for this project” and it generates a starting draft using the project details — client name, date, service type, price, coverage.

Your bio page is your public portfolio site on Portfelio — the link you share on Instagram, in your email signature, anywhere a client lands. By default it lives at prtf.bio/yourhandle (the handle you claim during bio setup), and you can connect a custom domain later. It is a single-page site built from elements you arrange yourself: text, image, header image, link button, link card, divider, gallery, social links, contact form, and more.

To edit: open the Bio tab. First time, you claim a handle and pick a starting template. After that, the bio editor opens directly. Tap any element to edit it, drag to reorder, use the plus button to add new elements. Theme settings (fonts, colors, page background) live in the side panel. Save publishes immediately.