Getting Started Guides

Prefer to watch?

A five-minute walkthrough video is coming soon. For now, the five guides below cover the same ground.

How to Set Up Margin: Categories That Match How You Work

Start Margin the easy way: three or four categories that mirror how you already think about your work and life. Real examples from three kinds of solo businesses.

Step 2

Rough Out Your Weeks: Capacity Planning Without the Detail Trap

Stop waiting for the perfect plan. Rough hours are enough to see an overloaded week before you're living it. How weekly capacity planning works in Margin.

Step 3

Set Your Max Hours and Target Rate in Margin

Two quick numbers make Margin yours: the hours you actually want to work each week, and the hourly rate you'd be happy to earn. Both take under a minute.

Step 4

The Easiest Way to Track Your Time (No Timer Required)

Type what you did in plain language, or confirm the whole week in one two-minute recap. How low-friction time tracking works in Margin.

Step 5

Connect Margin to Claude: Plan and Track by Asking

Margin connects to Claude, so you can log time, check your plate, and plan projects by asking. Two-minute setup with your normal Margin login.