Our Templates

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Links Page
Client Portal
Client Onboarding
Request Testimonial
Client Application
Pricing Lead Capture
Find the answers here

Have any further questions?

Yes, you can set your pricing and/or proposal to private or lead capture mode and send via private link instead. On the my account page you can toggle your pricing and proposals settings to public, lead capture or private.

On the settings page click the Stripe Connect Account button and Stripe will open where you can connect your existing account or create a new Stripe account. Note a seperate connect profile for your account on AssistanceHQ will be created.

All data is encrypted in transit and at rest and our systems are protected by industry standard security controls. Access to your data is secured by via your email or Google account with SSO.

Offer hour, weekly subscriptions, custom fixed price or services packages.