heyhey docs

0 results

Calendar and consultations How to create your first consultation From product to booking: a free call or a paid meeting, plus the duration and location. Calendar and consultations How to set your calendar availability Working hours, date exceptions, blocked time and time zones, with concrete examples. Calendar and consultations How to share your calendar with clients The public booking link, your Quick Page, a block on your page and a button in an email. Calendar and consultations Consultation emails and reminders Emails to clients, notifications for you, editing the wording and the sending history. Calendar and consultations Rescheduling and cancelling bookings What the client and the organiser can do, the rules for changes, and how cancelling differs from a refund. Calendar and consultations Troubleshooting bookings No available times, an unfinished payment, a missing email or a missing meeting link. Getting started What is heyhey What you get with heyhey and how each part of the platform fits together into one whole. Getting started Getting started with heyhey What you see when you first log in to your dashboard, and the four setup steps worth starting with. Getting started Setup checklist A practical order of steps from an empty account to your first sale, with the exact place in your dashboard for each one. Getting started Navigating the dashboard The sidebar menu groups, what lives in each one and the tools in the top bar. Getting started Dashboard overview Every part of your dashboard’s home page: the greeting, the four number cards, recent activity and quick actions. Getting started Quick search and shortcuts How to use Cmd+K to jump anywhere in your dashboard or find any record, and how the notification bell works. Products and courses Completion certificates How to turn on certificates for a course, choose one of five designs and understand exactly what triggers a certificate. Products and courses How to build a course Modules, lessons, content blocks, drip content and publishing on three levels. Products and courses Courses and products Product types, building a course from modules and lessons, pricing and how buyers get access. Products and courses Granting and revoking access Manual access grants, what happens after a purchase and how to revoke access later. Products and courses Consultations as a product Free and paid consultations with a calendar: from creating the product to your first booking. Products and courses Selling ebooks and downloads How the Ebook, Downloads and Lead magnet types store files, and how buyers receive them. Products and courses Creating your first product The eight product types, how the two-step wizard works and what happens next. Website and pages Website analytics Page views, visitors, traffic sources and top pages, plus how the built-in, first-party tracking actually works. Website and pages Widget library All 39 editor widgets, what each one is for and which group to find it in. Website and pages Domain not verifying The most common reasons DNS verification gets stuck: record typos, an appended domain, propagation, conflicting records and the Cloudflare proxy. Website and pages Page editor basics The editor layout: elements panel, canvas, settings panel, device preview, autosave and keyboard shortcuts. Website and pages Click heatmaps See where visitors click on a published page and how far they scroll, drawn directly on the page itself. Website and pages Headers and footers How to build reusable header and footer sets, choose a default and override it on a single page. Website and pages Writing blog posts The two ways to publish articles, the fields in the post editor and where your blog appears on your website. Website and pages Connecting your own domain Connect your own address to your pages: choosing a subdomain, the DNS record at your registrar, verification, SSL and common mistakes. Website and pages Publishing and domains How to connect a domain, publish a page on it and understand exactly what your visitors get. Website and pages Website and pages overview The drag-and-drop editor, templates, headers and footers, the blog and publishing. Website and pages A/B testing How to split traffic evenly between two versions of a published page and publish the one that wins. Website and pages Creating a new page How to pick the right page type, start from a template or a blank page and work in draft until you’re ready. Sales and payments Sales analytics Revenue over time, orders, average order value, conversion and product performance, with a definition of every metric. Sales and payments Product pricing and checkout links How to set a price, choose a one-off payment or a subscription, pick your currency and get your checkout link. Sales and payments Invoices and taxes Turn on automatic invoices, add your business details, set up numbering and see where buyers download their PDF invoices. Sales and payments How to accept payments Connect Stripe or PayPal so buyers can pay by card, Apple Pay, Google Pay or PayPal, straight into your own account. Sales and payments Checkout settings Create reusable checkout designs, choose the fields buyers fill in and pin a design to each product. Sales and payments Coupons and discounts Create percentage or fixed-amount discount codes, set usage limits and expiry dates, and see how buyers redeem them. Sales and payments Payment processing fees Where the fee on your customers’ transactions comes from, where to see it, and why it isn’t a heyhey commission. Sales and payments Sales and checkout: an overview Stripe and PayPal payments, checkout on your domain, orders, coupons, subscriptions and invoices. Sales and payments Subscriptions and renewals Set up recurring products, read the subscribers screen and handle failed payments and cancellations. Sales and payments Managing orders How to read the orders screen: statuses, filters, revenue totals and the order details panel. Payment providers How to connect Stripe to heyhey A restricted key, the permissions table, account activation and a test purchase. Connect Stripe without writing any code. Payment providers How to connect PayPal to heyhey Where to find your Client ID and Secret, how to choose Live or Sandbox, and how to check that payments and subscriptions are ready. Email marketing Automations and sequences Triggers, actions, flow nodes and sequence steps: how to build emails that send themselves. Email marketing Email marketing: an overview Campaigns, the email builder, automations, double opt-in and deliverability: a map of the whole Marketing section. Email marketing Using the email builder Visual and Plain text modes, the block palette, smart links, personalisation and sending a test before you send. Email marketing How to avoid the spam folder Sender identity, domain authentication, the footer and list hygiene: the four things that decide whether you reach the inbox. Email marketing Sending your first email campaign From creating the email and choosing recipients to sending now or scheduling: the full flow of a one-off campaign. Email marketing Email templates and saved sections Eighteen built-in layouts, your own templates and saved sections: consistent emails without starting from scratch. Email marketing Email sending settings How to set your sender name and address, authenticate your sending domain and turn on double opt-in. Contacts and CRM Reading a contact profile Details, notes, activity timeline and a summary column: a contact’s profile is one page with that person’s whole history. Contacts and CRM How forms on your pages collect leads The Form block turns submissions into contacts: field mapping, UTM values, single and double opt-in, and built-in safeguards. Contacts and CRM Importing contacts from a CSV file The three steps of the import wizard (upload, column mapping and options), plus how duplicates and consent are handled. Contacts and CRM Navigating the contact list Tabs, search, columns and bulk actions: everything you see on the contact list and how to use it. Contacts and CRM Contacts and CRM: overview Profiles, tags, segments, forms and CSV import: how all the parts of the heyhey CRM fit together. Contacts and CRM Segments that update themselves A segment is a saved rule, not a list: building conditions, the live counter, and using segments in campaigns and automations. Contacts and CRM Tags vs lists: when to use which Tags describe facts, lists are deliberate groups: how to create them, attach them and use them in emails and segments. Communities Memberships and communities: overview Member area, access levels, gated pages and community spaces: a membership business on your own domain. Communities Running a community How to create a community, add content to it, run channels and events, and moderate the board. Communities Member accounts and login Sign-up, email verification, invitations, password resets and self-service subscription cancellation. Communities Page access levels How to create membership levels, assign them to members, and understand what they lock and what they don’t. Communities Member area What your customers see after logging in, how to brand their area and how their progress is shown. Communities Members-only pages How to restrict a page to members or to a specific level, and what someone without access sees. Account and settings API, webhooks and Zapier API keys, eighteen webhook events and Zapier integrations: your account, open to the other tools you use. Account and settings Media library One place for images, video, audio and documents: uploading, organising with tags and deleting files safely. Account and settings Branding your business Logo, brand colour and favicon: where to set them and where they appear. Account and settings How to read your analytics What the analytics overview tiles count and how the date range control works: 7, 30 or 90 days, or a custom range. Account and settings Connecting Claude to your account The Claude connector via OAuth and the Model Context Protocol: what it can do, how to connect it and how to cut off access. Account and settings Contacting support Email us at info@heyhey.pl: what to include in your message so we can fix the problem in one go. Account and settings Starter, Growth or Pro: which plan to choose Compare the heyhey plans and change yours in Billing in your dashboard whenever your business grows. Account and settings Report catalogue 23 ready-made reports in six categories, setting the date range and what the CSV export contains. Account and settings API keys and integrations Creating and revoking API keys, signed webhooks and managing connected apps. Account and settings Logging in and resetting your password You log in to your heyhey dashboard, your members on your own domain: the right door, plus a checklist for when login gets stuck. Account and settings Media across the dashboard The Choose media picker appears wherever a file is needed, and every file you upload lands in your library. Account and settings File storage and deletion How the storage meter works, what blocks uploads and exactly what happens when you delete a file that is in use. Account and settings Your plan and limits How to check your current plan, keep an eye on usage meters, change plan and see your payment history. Account and settings Uploading and organising media Upload images, video, audio and PDFs, then find them again with tabs, filters, tags and lists. Account and settings Stats and reports Overview, website and sales stats, leads, community and a catalogue of CSV reports: real numbers without connecting anything. Account and settings Your heyhey subscription Your plan, paying by card, Apple Pay, Google Pay or PayPal, invoices and changing plan: your heyhey subscription in one place. Account and settings Account settings Profile, avatar, time zone, password, active sessions and choosing which activity emails reach you.