How To: PaidToday App

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

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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

CRM Contact Management

Project Management 

Create Online Booking Forms

Product Creation

Course Creation

Website Builder

Invoicing

Create Orders

Creating Sales Pipelines

Creating Automations

Customer Portals

Selling In The Marketplace

Learn by written instruction!

Learn how to maximize all of PaidToday!

Getting Started

  1. How to: Use New Version 2 - PaidToday 2021
  2. How to: Use the interface overview - PaidToday 2021
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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
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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

  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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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
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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
  5. How to: Use booking forms on any website - 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. 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
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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
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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
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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
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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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