How To: PaidToday App

Guides on how to utilize all of PaidToday's app features

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CRM Contact Management

Project Management 

Online Booking 

Course Creation

Invoicing

Product Creation

Website Builder

Sales Pipelines

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Learn how to maximize all of PaidToday!

Contact Management

  1. How to: Create a contact - PaidToday 2021
  2. How to: Edit Contacts - PaidToday 2021
  3. How to: Search Contacts - PaidToday 2021
  4. How to: Attach files to a contact record - PaidToday 2021
  5. How to: Add Notes To Contact - PaidToday 2021
  6. How to: Create Contact Actions - PaidToday 2021
  7. How to: Add contact to a pipeline - PaidToday 2021
  8. How to: Create a contact opportunity - PaidToday 2021
  9. How to: Email a contact in app - PaidToday 2021
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Project Management

  1. How to: Create a project - PaidToday 2021
  2. How to: Edit project actions - PaidToday 2021
  3. How to: Delete project actions - PaidToday 2021
  4. How to: Add/Remove project members - PaidToday 2021
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Billing Invoices & Orders

  1. How to: Create a invoice - PaidToday 2021
  2. How to: Share a draft invoice - PaidToday 2021
  3. How to: Edit a draft invoice - PaidToday 2021
  4. How to: Void an invoice - PaidToday 2021
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CRM Sales Pipelines

  1. How to: Create a sales pipeline - PaidToday 2021
  2. How to: Edit sales pipeline - PaidToday 2021
  3. How to: Add & remove contacts to sales pipelines - PaidToday 2021
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Online Course Builder

  1. How to: Create an online course - PaidToday 2021
  2. How to: Edit Online Course Content & Details - PaidToday 2021
  3. How to: Add & remove course attachments - PaidToday 2021
  4. How to: Manage online course enrollment- Add & Remove Members - PaidToday 2021
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Online Booking Managment

  1. How to: Create Online Booking Form - PaidToday 2021
  2. How to: Edit Online Booking Forms - PaidToday 2021
  3. How to: Add Questions To Online Booking Form - PaidToday 2021
  4. How to: Calendar/Booking - Block off all appointments for vacation - PaidToday 2021
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Product Managment

  1. How to: Create a product - PaidToday 2021
  2. How to: Edit a product - PaidToday 2021
  3. How to: Delete Product - PaidToday 2021
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Website builder

  1. How to: Marketplace - Purchase & use website templates - PaidToday 2021
  2. How to: Create new website pageset - PaidToday 2021
  3. How to: Create new page inside your website - PaidToday 2021
  4. How to: Create Navigation Bar & Footer Wrapper Template - PaidToday 2021
  5. How to: Add Google Analytics to website - PaidToday 2021
  6. How to: Add facebook pixel to website pages - PaidToday 2021
  7. How to: Website Builder - Turn on/off Portal Options - PaidToday 2021
  8. How to: Create a contact form / lead capture form - PaidToday 2021
  9. How to: Create online booking page for your website - PaidToday 2021
  10. How to: Create a landing page with Online Booking in 17 mins - PaidToday 2021
  11. Website Builder: How To - Interface Overview : PaidToday
  12. Website Builder: How To - Full Grid Control & Layouts : PaidToday
  13. Website Builder: How To - 30 Min Funnel Build : PaidToday
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Website Templates Previews

  1. Service Based Business Website Template - PaidToday
  2. MOC Amy P Online Coaching Website Template Preview - PaidToday
  3. Personal Trainer Website Template Preview - PaidToday
  4. MOC Light Simple Website Theme - PaidToday
  5. Home Cleaning Service Website Template Preview - Pageset
  6. Yoga Studio Website Template Preview - PaidToday
  7. Videographer Website Template Preview - PaidToday
  8. MOC E book Sales Funnel Website Template Preview
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  1. (Legacy version) How To: View Team Member Calendars - PaidToday
  2. (Legacy version) How To: Schedule Multiple Payments On Invoice - PaidToday
  3. (Legacy version) How To: Use Prepaid Code - PaidToday
  4. (Legacy version) How To: Automations Crash Course - PaidToday
  5. (Legacy version) How To: Use Global Search & Master Navigation - PaidToday
  6. (Legacy version) How To: Create Tags - PaidToday
  7. (Legacy version) How To: Create Contact Actions - PaidToday
  8. (Legacy version) How To: Page Builder Crash Course - PaidToday
  9. (Legacy version) How To: Install Website Template - PaidToday
  10. (Legacy version) How To: Create Online Booking Configuration - PaidToday
  11. (Legacy version) How To: Import Contacts - PaidToday
  12. (Legacy version) How To: Use Global Search Bar - PaidToday
  13. (Legacy version) How To: Create A Contact Opportunity
  14. (Legacy version) How To: Change Contact Status
  15. (Legacy version) How To: Void An Invoice - PaidToday
  16. (Legacy version) How To: Send An Invoice - PaidToday
  17. (Legacy version) How To: Edit An Invoice - PaidToday
  18. (Legacy version) How To: Draft An Invoice - PaidToday
  19. (Legacy version) How To: Create An Invoice - PaidToday
  20. (Legacy version) How To: Create A Project Template/Product - PaidToday
  21. (Legacy version) How To: Arrange Project Actions - PaidToday
  22. (Legacy version) How To: View Completed Actions - PaidToday
  23. (Legacy version) How To: View My Projects - PaidToday
  24. (Legacy version) How To: Edit Projects - PaidToday
  25. (Legacy version) How To: Share A Project Action - PaidToday
  26. (Legacy version) How To: Upload Files To A Project - PaidToday
  27. (Legacy version) How To: Comment On Project Actions - PaidToday
  28. (Legacy version) How To: Edit Project Actions - PaidToday
  29. (Legacy version) How To: Add Project Actions - PaidToday
  30. (Legacy version) How To: Delete An Action - PaidToday
  31. (Legacy version) How To: Assign Actions To Team Members - PaidToday
  32. (Legacy version) How To: View Project Action Details - PaidToday
  33. (Legacy version) How To: Create A Project - PaidToday
  34. (Legacy version) How To: Remove Contact From Pipeline - PaidToday
  35. (Legacy version) How To: Move Contact Through Pipeline - PaidToday
  36. (Legacy version) How To: Add Contact To Pipeline - PaidToday
  37. (Legacy version) How To: Move Pipeline Steps - PaidToday
  38. (Legacy version) How To: Add Pipeline Steps - PaidToday
  39. (Legacy version) How To: Create A Pipeline - PaidToday
  40. (Legacy version) How To: Add Note To A Contact - PaidToday
  41. (Legacy version) How To: Add Attachments To Contacts - PaidToday
  42. (Legacy version) How To: Search Contacts - PaidToday
  43. (Legacy version) How To: Invite Contact - PaidToday
  44. (Legacy version) How To: Edit Contact - PaidToday
  45. (Legacy version) How To: Add New Contact - PaidToday
  46. (Legacy version) How To: Create A Nav-Bar - PaidToday
  47. (Legacy version) How To: Access Page Builder - PaidToday
  48. (Legacy version) How To: Add Team Members - PaidToday
  49. (Legacy version) How To: Connect Stripe Account - PaidToday
  50. (Legacy version) How To: Change Business Logo - PaidToday
  51. (Legacy version) How To: Edit My Business Settings - PaidToday
  52. (Legacy version) How To: Access Your Business - PaidToday
  53. (Legacy version) PaidToday Interface Basic Overview
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