Help Library
Help for booking, billing, portals, and day-to-day client work
Find setup guides, troubleshooting steps, and practical walkthroughs for booking, billing, packages, contracts, forms, portal settings, and repeat-client workflows.
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19 articles across 5 categories
Popular articles
3 articles
Setup Guides
One-time setup paths that unlock core workflows.
Connect Google Calendar
Link Google Calendar so real events block availability and booked sessions write back cleanly.
Connect Stripe
Finish Stripe onboarding so you can accept payments, receive payouts, and unlock checkout flows.
Set Up a Custom Portal Domain
Point a branded domain or subdomain to the portal so the client experience looks polished and trustworthy.
4 articles
Troubleshooting Docs
Fast checks for the blockers users hit most often.
No Booking Slots Are Showing
Check availability, buffers, calendar conflicts, and session settings when the booking page looks empty.
Why a Domain Inbox Is Not Verified
Check the mailbox connection, alias setup, and DNS details that usually stop an outreach inbox from reaching a verified state.
Outreach Domain Verification Failed
Work through DNS mismatches, propagation delays, and provider-side formatting mistakes when outreach verification stalls.
Why a Payment Plan Failed
Check the payment method, Stripe connection state, and installment structure that usually explain a failed plan.
6 articles
Feature How-Tos
Practical walkthroughs for day-to-day product work.
Create an Intake Form
Build a form with clear sections, required fields, and a publish flow that is easy to test before sharing.
Send Intake Before Booking
Put intake in front of the booking flow so onboarding starts with the right context instead of cleanup after the slot is taken.
Sell a Package
Create a package offer, confirm the pricing and credits, and send a clean payment path to the right contact.
Create a Package
Set up the package structure, session count, expiry rules, and pricing before you send it to anyone.
Send a Proposal
Turn a contract or proposal draft into a clean, reviewable send with the right recipient, title, and message.
Use the Client Portal for Bookings, Payments, and Forms
Turn the client portal into the place people use for bookings, invoices, forms, package visibility, and repeat follow-up instead of another link they forget.
3 articles
Billing & Help FAQs
Clear answers about plans, billing, and reminders.
How the 14-Day Free Trial Works
Understand what is included during the 14-day free trial and what remains available on the free plan.
How to Cancel a Subscription
Review the cancellation path before changing plan status so you know what to expect after the billing change.
Set Up Invoice Reminders
Use reminder defaults so overdue invoices are chased consistently without creating extra manual work every week.
3 articles
Workflow Best Practices
Operational habits that keep delivery smoother.
Outreach Warmup Basics
Ramp volume gradually, protect sender reputation, and avoid treating a new sending setup like a mature inbox on day one.
Client Portal Branding Tips
Use a small set of consistent brand choices so the portal feels intentional instead of patched together.
Set Up Renewal Reminders
Choose the right renewal trigger and make the next package, retainer, or booking easy to take while the client is still engaged.