PaidToday How To's

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

Watch and learn!

Simply click a subject or check the video table of contents below to find your answers. Subscribe and get the latest updates first!

Getting Started

Setting up your business

Customer management

Project & file sharing 

Online appointments

Create & sell products

Create & sell courses

Build websites & funnels

Invoicing & payments

Orders & payments

Using sales pipelines

Automating tasks

Share & use your customer portal

Selling templates in the marketplace

Step by step written instructions

Learn how to maximize all of PaidToday!

How To Videos Table Of Contents

Getting Started

  1. How to: Use the interface overview - PaidToday 2021
Back To Top

Business Admin

  1. How to: Edit business settings and details - PaidToday 2021
  2. How to: Connect stripe account - PaidToday 2021
  3. How to: Set Team Member Permissions - PaidToday 2021
  4. How to: Add & Remove Team Members - PaidToday 2021
  5. How to: Use gift subscription code - PaidToday 2021
  6. How to: Purchase business phone number - PaidToday 2021
  7. How to: Create SMS & Text Templates- PaidToday 2021
Back To Top

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
Back To Top

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
Back To Top

Billing Invoices

  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
Back To Top

Billing Orders

  1. How to: Create orders - PaidToday 2021
  2. How to: Process & schedule order payments - PaidToday 2021
  3. How to: View order history logs - PaidToday 2021
  4. How to: Search orders - PaidToday 2021
  5. How To: Orders payment calculator - PaidToday 2021
  6. How to: Cancel a scheduled order payment - PaidToday 2021
Back To Top

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
Back To Top

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
Back To Top

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
  5. How to: Use booking forms on any website - PaidToday 2021
Back To Top

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
Back To Top

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. How to: Change background image on sections - Website Builder - PaidToday 2021
  13. How to: Change column sizes and layout - Website Builder - PaidToday 2021
  14. How to: On web page link scrolling - Website Builder - PaidToday 2021
  15. How to: Change header block background image - Website Builder- PaidToday 2021
  16. Website Builder: How To - Full Grid Control & Layouts : PaidToday
  17. Website Builder: How To - 30 Min Funnel Build : PaidToday
  18. How to: Clone websites & increase website speed by over 600% - PaidToday 2021
Back To Top

Customer Portals

  1. How to: Sell online without a website using customer portal only - PaidToday 2021
  2. How to: Show & hide products & courses from the customer portal - PaidToday 2021
  3. How to: Use customer portal on any website - PaidToday 2021
  4. How to: Add or remove stored cards on portals - PaidToday 2021
Back To Top

Selling In Marketplace

  1. How to: Sell projects on marketplace - PaidToday 2021
  2. How to: Show & hide products & courses from the customer portal - PaidToday 2021
  3. How to: Use customer portal on any website - PaidToday 2021
Back To Top

Creating Automations

  1. How to: Create an automation - Assign Contact Actions (Part 1) - PaidToday 2021
  2. How to: Create an automation - Add contact to sales pipeline (Part 2) - PaidToday 2021
  3. How to: Create an automation - Send automated SMS Text Message (Part 3) - PaidToday 2021
Back To Top

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
Back To Top

PaidToday Ad Feature Videos

  1. Add A Client Portal To Any Website - PaidToday 2021
  2. Hiring A Digital Employee - PaidToday 2021
  3. Easy File Sharing - PaidToday 2021
Back To Top