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Data & Privacy

Export data and understand how we protect it

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Creating your accountCompleting onboarding (3 steps)Setting up Stripe ConnectAdding your first clientSending your first reminderUnderstanding your dashboard
Adding a new clientEditing client detailsUnderstanding client statusIndustry-specific fieldsArchiving and removing clientsClient limit on Free planSetting up session schedules
How automatic reminders workThe 5-stage reminder sequenceSending manual remindersCustomising reminder messagesTemplate variables explainedViewing reminder historyReminder delivery statusWhy some reminders show as bounced
How clients pay youRecording manual paymentsUnderstanding processing feesFee handling: absorb vs pass-throughViewing payment historyAutomatic receiptsResending a receiptCreating and sending invoices
What is the client portal?Sharing portal links with clientsWhat clients see in their portalHow clients make paymentsRegenerating portal linksPortal branding
Calendar viewsColour-coding by service, client, or statusTaking action from calendar eventsUnderstanding calendar statsExporting to iCal or Google Calendar
Understanding your stat cardsCollection rate explainedIncome forecastNeeds Attention listRecent activity feed
Connecting your Stripe accountHow money flows to your bankAccessing your Stripe dashboardUnderstanding payoutsDisconnecting StripeDeleting your Stripe account
Updating your profileUploading your business logoSetting up reminder automationCustomising receipt messagesMonthly summary emailNotification preferencesChanging your passwordEnabling two-factor authenticationManaging active sessions
Free vs Pro: what's includedUpgrading to ProManaging your subscriptionCancelling your subscriptionViewing billing history
Exporting your dataDeleting your accountHow we protect your data
Email reminders not sendingStripe connection issuesPayment not showing as receivedClient can't access their portal"Client limit reached" error

3 articles in this category

Exporting your data

3 min read

Deleting your account

3 min read

How we protect your data

3 min read

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