In this tutorial we show you how to get started with ManyRequests.
To get started, here's a quick video:
Step 1: Customize your portal
Go to Settings > Portal
In this section you can change the name of your portal, add a logo, customize the colors, add your custom domain name, as well as enable or disable sign up pages.
You can also customize your custom domain, enable a sign up page, and add a link to your terms and conditions by going to the tab 'Advanced' when you are in your Portal settings:
Step 2: Connect your Stripe account or accept manual payments
Go to Settings > Modules and Extensions > Billing.
Here you can connect your Stripe account. Simply turn the toggle to "on" :
Alternatively, you can also accept manual payments by turning them on and adding your bank details info.
Step 3: Create a service and share link with your clients
Go to Services > Create service :
1. Choose between one-off or recurring service
2. Add service details
You can add an image, name, description, pricing (one-off or recurring), as well as free trials and other settings.
3. Choose price
4. Customize request form
The request form is what client see when they click on "Create request" (for recurring services) or what they see in your checkout form (for one-off services).
You can add fields such as multiple choice, single choice, text area, date, attachments or text field. You can also add images to the fields.
Finally, you can also decide to make a field optional or mandatory.
In Conditions, you can add conditional rules to your request form.
5. Share service link to clients or add to your pricing section
Once you've finished creating your service you'll get a unique checkout link.
Share it to your client or link it to the pricing page of your website.
💡 Tip: Test your workflow!
We always recommend testing your workflow by inviting a test client.
Once you've done that, assign the service you've previously created and log in as a client to create a request.
That way, you'll be able to see what the workflow of your agency looks like from a client perspective.
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Don't hesitate to book a 1-on-1 demo if you need more help.