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Creating your account Completing onboarding (3 steps)Setting up Stripe Connect Adding your first client Sending your first reminder Understanding your dashboard

Adding a new client Editing client details Understanding client status Industry-specific fields Archiving and removing clients Client limit on Free plan Setting up session schedules

How automatic reminders work The 5-stage reminder sequence Sending manual reminders Customising reminder messages Template variables explained Viewing reminder history Reminder delivery status Why some reminders show as bounced

How clients pay you Recording manual payments Understanding processing fees Fee handling: absorb vs pass-through Viewing payment history Automatic receipts Resending a receipt Creating and sending invoices

What is the client portal?Sharing portal links with clients What clients see in their portal How clients make payments Regenerating portal links Portal branding

Calendar views Colour-coding by service, client, or status Taking action from calendar events Understanding calendar stats Exporting to iCal or Google Calendar

Understanding your stat cards Collection rate explained Income forecast Needs Attention list Recent activity feed

Connecting your Stripe account How money flows to your bank Accessing your Stripe dashboard Understanding payouts Disconnecting Stripe Deleting your Stripe account

Updating your profile Uploading your business logo Setting up reminder automation Customising receipt messages Monthly summary email Notification preferences Changing your password Enabling two-factor authentication Managing active sessions

Free vs Pro: what's included Upgrading to Pro Managing your subscription Cancelling your subscription Viewing billing history

Exporting your data Deleting your account How we protect your data

Email reminders not sending Stripe connection issues Payment not showing as received Client can't access their portal "Client limit reached" error

Monthly summary email

Get key stats delivered to your inbox each month.

3 min read

Monthly summary

Each month, we can send you a summary email with your key business stats.

What's included

Total collected this month
Number of payments received
Collection rate
Outstanding amounts
Comparison to last month

Enabling summaries

Go to Settings → Notifications
Find "Monthly Summary"
Toggle on
Choose when to receive (start or end of month)

When it arrives

Summaries are sent on:

1st of the month - Recap of previous month

Or the date you choose

Why it's useful

Quick overview without logging in
Track trends over time
Spot issues early
Plan your month ahead

Disabling

Toggle off anytime in Settings → Notifications. You can still see stats in your dashboard.

Related: Understanding your stat cards

PreviousCustomising receipt messages NextNotification preferences

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