Getting started
Before you share with clients
A two-minute check before you send your first invoice, booking link, form or document.
Do this once for each new kind of thing you send, such as your first invoice or your first booking link. After that, you can send with confidence.
The two-minute check
- Send it to yourself first. Use your own email address as the client,
or a test contact named so you'll spot it, such as
Test – Jane. - Open the link in a private browser window. That shows exactly what your client sees, without your sign-in.
- Read it as your client would. Check your business name, logo, prices, dates and how to pay or book.
- Try the main button. Book the time, sign the document or open the payment page. You don't need to finish paying.
- Tidy up. Delete the test contact and anything it created, so your reports only show real clients.
You're done when the version you received looks right and the button works. Now send it to your client.
If something looks wrong
| What you see | Where to fix it |
|---|---|
| Wrong business name, logo or address | Settings › General |
| Wrong currency or date format | Settings › General › Regional |
| No way to pay online | Choose how clients pay you |
| No times on a booking page | Booking page shows no times |
| Your client's language is wrong | Client language in Settings › General › Regional |