Categories
Browse the guides by functional area
Getting Started
Create your agency, register, first login and interface tour
Dashboard
Statistics, upcoming payments, cash-flow calendar
Clients
Create and manage clients, client detail, trials, pauses, logs
Leads
Contacts in the pipeline: follow-ups, notes, webhooks, CSV import and conversion
Payments
Collections, trials, partial payment, editing and reconciliation
Stripe Payments
Connect Stripe, automatic reconciliation, refunds, billing anchor
Renewals
Expiring and expired contracts, and how to renew
Contracts
Templates, sending, on-screen signing and the automatic effects of in-house contracts
Commissions
How commissions work, unpaid, and salesperson view
Bonuses
Bonus rules (threshold, tiers, volume), advanced conditions and payout
Services
Create and edit the services your agency offers
Team Management
Members, roles, permissions, users and impersonation
Admin Panel
Agency settings, referral, expenses, email, notifications, approvals
Client Chat
One conversation per client, permanent link, participants
Billing
Plans, limits, subscription management and grace period
History
Archive of closed contracts and past collections
Settings
Profile, language, theme, password, notifications and privacy
Mobile Usage
Mobile navigation and installing the app (PWA)
Client Guide
For end clients: using the chat link
FAQ
Frequently asked questions and troubleshooting