Welcome. Here's your first day, start to finish. Come back to this any time. Ask Yo ATOM "getting started" and it reopens.
1. ACTIVATE. Open the invite email and set your password. You'll land in ATOM Manager, your firm's command center.
2. NAME YOUR FIRM. The setup wizard asks two things: your firm's name and your standard rate. Both changeable later. That's the whole setup.
3. ADD YOUR PEOPLE (optional, any time). The Team chip next to your firm logo invites teammates by email. Three roles, plain English: Principal runs the firm, Assistant works every client, Manager works only the clients assigned to them. WHOSE MONEY each person can see is a separate checkbox grid only a principal controls. Nobody sees a client's money until you check the box.
4. CONNECT A CLIENT (the marriage). Clients, then Connect. A real request goes to the artist's tour manager; they approve it on their side. The moment they do, that client's real world starts flowing to you read-only: tour dates on your calendar, the actual day sheet behind every show date (schedule, hotel, notes. No texting the TM), and their money reports in Report Studio. Access follows consent: a new connection sees the tour from approval day FORWARD, and only the artist's side can open history.
5. MAKE ATOM YOUR ONE CALENDAR. On Calendar, hit Sync. "Get my calendar link" puts everything you're allowed to see into your own Google or Apple calendar, permanently current. Then "Bring your calendars in" pastes your outside calendars into ATOM as layers, so double-books with your real life surface here first. If you live in Google Calendar, use "Connect Google" instead of pasting a link: your Google events join the grid AND stay editable. Change one here and it changes in Google too. Two minutes, and you never maintain two calendars again.
6. WHEN YOU'RE LOST. Every screen answers questions: the Guide button on Calendar explains what it all does, the ? hints explain each screen, and Yo ATOM (top of the left rail) answers in plain English about YOUR real data. It can only see what you're allowed to see.
What fills in as the roster works: your Income ledger (add rows by hand, import a statement, or let Smart Capture read income notices from the firm inbox), Invoices, Deal Flow, Campaigns, Tasks. Nothing needs configuring up front. Open the app, see your world, get out fast.