Help Center
Find guides by topic—account setup, booking and payments, leads and CRM, or editing your site.
Getting started
2 guides
Your account
9 guides
- Dashboard overviewYour portfolio, recent leads, analytics snapshot, and platform tour.
- Managing a siteBuild progress, preview, site admin handoff, domains, and checklist.
- Custom domainsConnect your domain and DNS instructions.
- Brand and themePreview moods, refresh your brand, and rollback changes.
- Analytics dashboardPer-site analytics, settings, consent, and export.
- Billing and plansTrial, subscribe, Stripe portal, and cancellation requests.
- Support verification PINRegenerate your PIN for support identity verification.
- Getting helpPortal AI chat, human handoff, and when to contact support.
- MCP and connected appsConnect Claude, ChatGPT, or Cursor to your NurtureSite account.
Booking & payments
8 guides
- Scheduling overviewUpcoming appointments and Stripe Connect in NurtureSite.
- Stripe Connect, deposits, and invoicesCollect appointment deposits, send customer invoices, and receive payouts.
- Customer invoicesInvoice appointment balances and CRM leads; pay links, PDFs, and automations.
- Online booking setupServices, staff, hours, timezone, payments, and the booking block.
- Group and class bookingsCapacity, class times, party size, and remaining spots on the widget.
- Booking waitlistsPer-service waitlists, offer-to-claim holds, class email, and booking amendments.
- Who customers book withService-only, must pick a person, or any stylist — and industry defaults.
- Managing appointmentsView, cancel, invoice balances, confirmation emails, and customer manage links.
CRM
11 guides
- Leads inboxPortfolio form submissions across sites; site admin uses Customers, Patients, Households, Students, or Leads.
- CRM recordsName the list Customers, Patients, Households, Students, or Leads; primary contact, matching, consent, and send audience.
- Site CRMNamed records (Customers, Patients, Households, Students, Leads), pipeline, tasks, alerts, invoices, and follow-up automations in site admin.
- CRM automationsVisual follow-up flows: triggers, email, conditions, webhooks, and testing.
- Forms, waivers, and e-signPrepare waivers and intake, collect signatures on your site, and keep signed PDFs on the CRM record—required at booking, sent after, or sent from the record any time.
- Open Dental integrationRead-only patient matching, appointment outcomes, data handling, and current rollout status.
- Toast and Omnivore POSRestaurant POS connect, menu sync, order link, payments scope, pass-through fees, and data handling.
- CRM outbound emailPlatform or BYO Mailgun, DNS verification, and automation senders.
- CRM outbound SMSConnect your Twilio account to text leads from Conversations and automations.
- Leads vs bookingsWhen to use contact forms vs the booking scheduler.
- When leads sync to NurtureSiteOne-way lead sync from your site CRM to NurtureSite staff.
Site content & admin
8 guides
- Site admin basicsLogin, roles, navigation, and opening admin from NurtureSite.
- Editing your demo site contentDemo chat verification code, text edits via chat, and manual image updates.
- Pages and blocksEdit pages, add blocks, and use the AI site editor.
- Block typesWhat each page block looks like and when to use it.
- Blog and mediaPosts, categories, AI blog, and media library.
- Site settingsBranding, navigation, contact, SEO, and analytics toggles.
- Visitor experienceForms, consent, optional AI chat agent, booking flow, unsubscribe, and website logins.
- Website logins for the people you serveLet patients, guests, households, and other records sign in on your site for appointments, invoices, subscriptions, and preferences.
Reference
4 guides
- Limitations and roadmapFeatures not yet available and known gaps. See /changelog for the public product roadmap.
- Factory admin — provisioningInternal: create sites, deployments, and template sync.
- Sales rep accessCRM access for NurtureSite sales staff.
- SubprocessorsThird-party vendors that process data on our behalf.
Short answers? Visit the FAQ