SuiteDash how-to guides
Step-by-step answers to "How do I … in SuiteDash?"
Portals & clients
- How do I invite a client to the SuiteDash portal?
- How do I convert a Lead to a Prospect or Client in SuiteDash?
- How do I set up Magic Link login in SuiteDash?
- How do I set a portal Start Page for clients?
- How do I customize portal menus for different clients?
- How do I let clients pay for portal access (Paid Portal Access)?
Onboarding
- How do I build a client onboarding flow in SuiteDash (FLOWs)?
- How do I create a Kickoff Form that adds clients automatically?
- How do I approve sign-ups before they get portal access?
- How do I add eSign contracts to onboarding?
- How do I let new clients book a call from the intake form?
Automations
- How do I use Circles with Auto-Templates in SuiteDash?
- How do I trigger a No-Code Automation when a form is submitted?
- How do I connect SuiteDash to Zapier or webhooks?
Billing
- How do I connect Stripe to SuiteDash and take card or ACH payments?
- How do I set up recurring subscriptions in SuiteDash?
- How do I turn an Estimate into an Invoice?
- How do I send automatic payment reminders?
Files
Team & permissions
- How do I add staff and set their roles and permissions?
- How do I limit who a client can message?
- How do I group clients with Circles?
White-label
Projects
- How do I create projects and tasks for a client in SuiteDash?
- How do I use Project Generators for repeat work?
Migrating
- How do I move from HoneyBook or Dubsado to SuiteDash?