# Releventful Help Center

> Welcome to Releventful! How can we assist you today?

## Releventful Overview & Account Settings

- [Releventful's Getting Started List](https://help.releventful.com/en/articles/5123695-releventful-s-getting-started-list.md): Our step-by-step approach to getting your Releventful account set up
- [Set Up Your Business Brand](https://help.releventful.com/en/articles/5059421-set-up-your-business-brand.md): Add information about your business that will appear on documents.
- [Set Up Your Time Zone and Date Preferences](https://help.releventful.com/en/articles/5078429-set-up-your-time-zone-and-date-preferences.md): Your time zone is used to set up all of the dates + times that display and to ensure that all scheduled emails are sent at the right time.
- [Import Existing Data into Your Releventful Account](https://help.releventful.com/en/articles/6650853-import-existing-data-into-your-releventful-account.md): Work with Releventful to import your data from a prior CRM
- [Communication Preferences: Notifications](https://help.releventful.com/en/articles/7888214-communication-preferences-notifications.md): Change your personal notification settings to customize what you receive
- [Turning on Out of Office Replies](https://help.releventful.com/en/articles/9273095-turning-on-out-of-office-replies.md): Set an out of office reply to notify users when you are away.
- [Setting a Default Venue](https://help.releventful.com/en/articles/14667999-setting-a-default-venue.md): Set a default venue to automatically populate event details and streamline your event creation process.
- [Understanding Your Releventful Dashboard](https://help.releventful.com/en/articles/6675234-understanding-your-releventful-dashboard.md): Learn how to use the Dashboard to aid in daily workflows
- [Customizing the Calendar View](https://help.releventful.com/en/articles/6675731-customizing-the-calendar-view.md): Learn how to change your views and use additional features within the business calendar
- [Creating a Meeting Invite From Your Calendar](https://help.releventful.com/en/articles/6695533-creating-a-meeting-invite-from-your-calendar.md): Learn how to schedule a meeting directly from your Releventful calendar
- [Creating a Calendar Appointment](https://help.releventful.com/en/articles/6695583-creating-a-calendar-appointment.md): Learn how to create a calendar entry for a Date Hold, Phone Conversation, or a general entry
- [Subscribing to Your Releventful Calendar](https://help.releventful.com/en/articles/5994142-subscribing-to-your-releventful-calendar.md): Learn how to subscribe to your Releventful calendar in Google, Apple, or Outlook, customize which events are displayed, and troubleshoot common syncing or display issues.
- [Multi-Brand View for the Calendar, Sales Pipeline, & Dashboard](https://help.releventful.com/en/articles/8632827-multi-brand-view-for-the-calendar-sales-pipeline-dashboard.md)
- [Understanding “Booked” Events & Revenue on Your Dashboard](https://help.releventful.com/en/articles/13916108-understanding-booked-events-revenue-on-your-dashboard.md): Confused about what counts as “booked” on your Dashboard? Learn how Releventful defines booked events, how monthly bookings and revenue are calculated, and how to align reports with your businesses...
- [Connecting Your Apps with Zapier](https://help.releventful.com/en/articles/5107949-connecting-your-apps-with-zapier.md): Releventful has partnered with Zapier to enable you to connect with thousands of applications you use every day.
- [How to Create an Availability Calendar with Google and Zapier](https://help.releventful.com/en/articles/8614358-how-to-create-an-availability-calendar-with-google-and-zapier.md): Create a calendar showing clients your availability using Google Calendar and Zapier.
- [Xero Integration Setup](https://help.releventful.com/en/articles/9817604-xero-integration-setup.md): Follow our setup guide to connect your Releventful account to Xero to sync all invoices and payments into your accounting software.
- [Connect and Use Prismm Floor Plans in Releventful](https://help.releventful.com/en/articles/11813411-connect-and-use-prismm-floor-plans-in-releventful.md): Learn how to connect your Prismm account to Releventful and embed floor plans in invoices, event To-Dos, and proposal templates.
- [Connect and Use Cvent Event Diagrams \(CED\) Floor Plans in Releventful](https://help.releventful.com/en/articles/14999111-connect-and-use-cvent-event-diagrams-ced-floor-plans-in-releventful.md): Learn how to connect your Cvent account to Releventful and embed floor plans in invoices, event To-Dos, and proposal templates.
- [Cancelling Your Account](https://help.releventful.com/en/articles/12658849-cancelling-your-account.md): Instructions for cancelling or deleting your Releventful account.

## Design Your Business Process & Offerings

- [Set Up Your Website Lead Form](https://help.releventful.com/en/articles/5108707-set-up-your-website-lead-form.md): You can custom create a lead form that will seamlessly integrate with your existing website.
- [Setting Up Your Packages & Add-Ons](https://help.releventful.com/en/articles/5091506-setting-up-your-packages-add-ons.md): Create and customize what you sell in Releventful, including packages, add-ons, pricing, and included items.
- [Designing Proposal Templates](https://help.releventful.com/en/articles/5091512-designing-proposal-templates.md): Create customized, client-facing proposals that showcase your services, allow selections, and collect key event details.
- [Elevate your Client Cart Proposal Template Design](https://help.releventful.com/en/articles/9573498-elevate-your-client-cart-proposal-template-design.md): Utilize Canva, GIFs and embedded video to create an engaging proposal template as your leads and clients browse and shop your services.
- [Faster ClientCart™ Proposals: How to Optimize Images from Canva, PC, and Mac](https://help.releventful.com/en/articles/12577996-faster-clientcart-proposals-how-to-optimize-images-from-canva-pc-and-mac.md): Optimize images for fast Proposal Templates: export from Canva as JPG with compression \(70–80%\) and size to 1200×300 or 1800×300 single, 1200×500 two, 800×500 three at 72 ppi. On Mac/PC, resize and...
- [Creating a Contract](https://help.releventful.com/en/articles/5104823-creating-a-contract.md)
- [Adding a Contract to an Invoice](https://help.releventful.com/en/articles/5113562-adding-a-contract-to-an-invoice.md): Follow these steps to add and manage a contract on your invoice.
- [Add Invoice to Contract for a Combined Display](https://help.releventful.com/en/articles/9251077-add-invoice-to-contract-for-a-combined-display.md): Display the invoice with the contract via the quick-close invoice screen
- [Designing Your Planning Form](https://help.releventful.com/en/articles/5994145-designing-your-planning-form.md): Create planning forms or questionnaires in Releventful to receive and store important planning details for your event.
- [How to Test Your Planning Form](https://help.releventful.com/en/articles/8348357-how-to-test-your-planning-form.md): Preview and effectively test your planning form inside a Releventful event portal.
- [3 Steps to Automate Your Business](https://help.releventful.com/en/articles/5112576-3-steps-to-automate-your-business.md): Automations allow you to automatically follow-through on tasks that you would normally do by hand.
- [Creating and Managing Automated Sales Campaigns](https://help.releventful.com/en/articles/5117562-creating-and-managing-automated-sales-campaigns.md)
- [Check the Status of a Sales Campaign](https://help.releventful.com/en/articles/6672324-check-the-status-of-a-sales-campaign.md): Review all of your Scheduled Notifications across the platform or only those notifications intended for a particular lead/client
- [How To Manually Start a Sales Campaign](https://help.releventful.com/en/articles/6672315-how-to-manually-start-a-sales-campaign.md): Want more control? Learn how to start Sales Campaigns manually
- [Portal Template Run Settings](https://help.releventful.com/en/articles/6672281-portal-template-run-settings.md): Choose when you want a Portal Template automatically added to an event
- [Portal Templates: Create an Assignable To-Do](https://help.releventful.com/en/articles/5104737-portal-templates-create-an-assignable-to-do.md): Create To-Dos that can be automatically added to your client's portal based on event type and specific triggers
- [Portal Templates: Create a Scheduled Message for your Portal Team](https://help.releventful.com/en/articles/5104790-portal-templates-create-a-scheduled-message-for-your-portal-team.md)
- [Portal Templates: Create a Scheduled Client Message](https://help.releventful.com/en/articles/5104802-portal-templates-create-a-scheduled-client-message.md)
- [Copy Portal Templates](https://help.releventful.com/en/articles/7302266-copy-portal-templates.md): Learn how to copy your portal templates to use for other types of events.
- [Invoice Helpers](https://help.releventful.com/en/articles/7956888-invoice-helpers.md): Automatically apply an Event Status and update a Sales Stage when a Contract is signed or a Payment is made
- [About the 'Any Event' Portal Templates](https://help.releventful.com/en/articles/8073249-about-the-any-event-portal-templates.md): Learn how to use the 'Any Event' Portal Template Category
- [Portal Templates: Automatically Add Documents to your Clients Portal](https://help.releventful.com/en/articles/10721042-portal-templates-automatically-add-documents-to-your-clients-portal.md)
- [Creating Event Statuses](https://help.releventful.com/en/articles/7956911-creating-event-statuses.md): Learn how to create an event status to color-code and trigger automations in the platform
- [Using SMS Text Messaging](https://help.releventful.com/en/articles/6672338-using-sms-text-messaging.md): Enable SMS text messaging to better reach your leads and clients
- [Sending SMS Text Messages in Releventful](https://help.releventful.com/en/articles/6169310-sending-sms-text-messages-in-releventful.md)
- [Automatically Cancel and Archive Events](https://help.releventful.com/en/articles/14668320-automatically-cancel-and-archive-events.md): Automatically cancel or archive events based on sales stage to keep your pipeline clean and up to date.
- [Managing Event Inventory](https://help.releventful.com/en/articles/6846204-managing-event-inventory.md): Learn how to create, manage, and automatically allocate your inventory in Releventful.
- [Reporting On Your Inventory](https://help.releventful.com/en/articles/6846288-reporting-on-your-inventory.md): Learn how to report on your inventory allocation and if you have enough.

## Manage Your Events & Leads

- [HTML Email Guide](https://help.releventful.com/en/articles/9319776-html-email-guide.md): A "Do's and Don'ts" guide to using HTML within Releventful email templates.
- [Manually Add a New Lead](https://help.releventful.com/en/articles/5890114-manually-add-a-new-lead.md): Learn how to create a lead in Releventful.
- [Sales Pipeline for Lead Management](https://help.releventful.com/en/articles/6651083-sales-pipeline-for-lead-management.md): Manage your leads by actively engaging across the Sales Pipeline
- [Manage Your Lead Details](https://help.releventful.com/en/articles/5890126-manage-your-lead-details.md): Learn how to manage and store important lead information in Releventful
- [Use Lead Records to Track & Remind](https://help.releventful.com/en/articles/6651015-use-lead-records-to-track-remind.md): Log important emails/conversations and create reminder notifications for yourself with to-dos
- [Manage Lead Documents](https://help.releventful.com/en/articles/6651025-manage-lead-documents.md): Upload a document to help you work with a lead \(for internal-use only\)
- [Create an Appointment With a Lead](https://help.releventful.com/en/articles/6651061-create-an-appointment-with-a-lead.md)
- [Sales Campaigns at the Lead Level](https://help.releventful.com/en/articles/6651045-sales-campaigns-at-the-lead-level.md): Manually start or review a sales campaign for a lead
- [Appointments FAQ](https://help.releventful.com/en/articles/6695603-appointments-faq.md)
- [Generate a QR Code for a Lead Form](https://help.releventful.com/en/articles/9279519-generate-a-qr-code-for-a-lead-form.md): A how-to guide to generate a QR code for a lead form to easily share with leads and clients.
- [Calendly Integration](https://help.releventful.com/en/articles/9507866-calendly-integration.md): Never miss an appointment with this integration. Ensure that all appointments scheduled via Calendly appear on your Releventful calendar.
- [Creating an Event](https://help.releventful.com/en/articles/5890179-creating-an-event.md): Learn how to create and manage your event in Releventful.
- [Managing Your Event Details](https://help.releventful.com/en/articles/6650945-managing-your-event-details.md): Manage Your Event Details, Event Contacts, Pipeline Details, Invoices, Scheduled Employees, and Accounting Records
- [Setting an Event as Booked](https://help.releventful.com/en/articles/6650893-setting-an-event-as-booked.md): Manage your Event Booking Defaults
- [Taking Notes In Releventful](https://help.releventful.com/en/articles/8065318-taking-notes-in-releventful.md): Learn the best way to store notes about your clients, leads, and events
- [Copy an Event](https://help.releventful.com/en/articles/6650953-copy-an-event.md): Have a weekly event with a repeat customer? Copying an event can help
- [Cancel an Event](https://help.releventful.com/en/articles/6650952-cancel-an-event.md): Want to remove an event from view without permanently deleting it?
- [Delete an Event](https://help.releventful.com/en/articles/6650959-delete-an-event.md): Permanently remove an event from the system
- [Room Management and Reservation](https://help.releventful.com/en/articles/9113352-room-management-and-reservation.md): Utilize Releventful's room management feature to reserve venue spaces and manage room reservations at a glance.
- [Archive an Event](https://help.releventful.com/en/articles/10857052-archive-an-event.md): Learn how to archive an event so it doesn't display in the search, calendar, or sales pipeline.
- [Event Host Liability Insurance](https://help.releventful.com/en/articles/11394254-event-host-liability-insurance.md): Releventful is partnering with Vertical Insure to simplify Event Host Liability Insurance for event professionals, hosts, and venues.
- [How to Setup Event Host Liability Insurance](https://help.releventful.com/en/articles/11378715-how-to-setup-event-host-liability-insurance.md): A complete guide to how your clients can purchase event host liability insurance directly through their Releventful event portal.

## Invoicing and The Client & Vendor Portal

- [Overview: Quick-Close Invoicing](https://help.releventful.com/en/articles/5104707-overview-quick-close-invoicing.md): Releventful offers completely customizable invoicing to match the way you run your business.
- [Create An Invoice](https://help.releventful.com/en/articles/5078634-create-an-invoice.md): Send an invoice to your customer for your services.
- [Quick-Close Invoicing Settings](https://help.releventful.com/en/articles/5078620-quick-close-invoicing-settings.md): Manage Your Settings
- [Add Multiple Proposals, Contracts, & Invoices To An Event](https://help.releventful.com/en/articles/7919358-add-multiple-proposals-contracts-invoices-to-an-event.md): Send different versions of proposals and contracts from within a single event
- [Accessing the Invoice Edit Screen](https://help.releventful.com/en/articles/7241443-accessing-the-invoice-edit-screen.md): Learn how to navigate to the invoice edit screen.
- [Editing a Line-Item Proposal or Invoice](https://help.releventful.com/en/articles/6666454-editing-a-line-item-proposal-or-invoice.md)
- [Editing a Proposal Template within the Invoice Editor](https://help.releventful.com/en/articles/6666421-editing-a-proposal-template-within-the-invoice-editor.md)
- [Send a Proposal, Contract, & Invoice to Your Client](https://help.releventful.com/en/articles/6666396-send-a-proposal-contract-invoice-to-your-client.md)
- [Customizing the Invoice Detail Report](https://help.releventful.com/en/articles/6695474-customizing-the-invoice-detail-report.md): Learn how to customize the content included in your detail report that can be shared with the scheduled employees on an event.
- [Add a Default Discount to a Client](https://help.releventful.com/en/articles/6695446-add-a-default-discount-to-a-client.md): Learn how to apply discounts at the client level
- [Copy an Invoice](https://help.releventful.com/en/articles/8474292-copy-an-invoice.md): How to copy an invoice from the quick-close invoice home.
- [Delete an Invoice](https://help.releventful.com/en/articles/7241468-delete-an-invoice.md): Learn how to remove an invoice from an event.
- [Invoicing FAQs](https://help.releventful.com/en/articles/6666378-invoicing-faqs.md)
- [Removing Tax Percentage for an Applied Discount](https://help.releventful.com/en/articles/8887481-removing-tax-percentage-for-an-applied-discount.md)
- [The Banquet Event Order \(BEO\)](https://help.releventful.com/en/articles/9363106-the-banquet-event-order-beo.md): Learn how to create Banquet Event Orders \(BEOs\) in Releventful and how to share them with your team and the client.
- [Minimum Spend](https://help.releventful.com/en/articles/9450680-minimum-spend.md): Measure your client's invoice line items against a set overall minimum spend. Capture the difference if the minimum spend is not met.
- [Releventful’s Client & Vendor Portal](https://help.releventful.com/en/articles/5117583-releventful-s-client-vendor-portal.md): Releventful’s Client & Vendor Portal provides a complete solution for your client & vendor interactions.
- [Who Can See To-Dos in the Event Portal?](https://help.releventful.com/en/articles/16392803-who-can-see-to-dos-in-the-event-portal.md): Explains the To-Do visibility and permissions model in the event portal — covering event team access, client sharing, and how to grant access to other contacts.
- [Event Portal: Messages](https://help.releventful.com/en/articles/5117677-event-portal-messages.md): The client & vendor portal is designed for the event industry to simplify event communication & solve common problems that occur in events.
- [Sample Welcome Email](https://help.releventful.com/en/articles/8513529-sample-welcome-email.md)
- [Event Portal: Managing Event Contacts](https://help.releventful.com/en/articles/5117847-event-portal-managing-event-contacts.md)
- [Event Portal: Managing To-Dos](https://help.releventful.com/en/articles/5117633-event-portal-managing-to-dos.md)
- [Event Portal: Editing the Event Timeline](https://help.releventful.com/en/articles/5117665-event-portal-editing-the-event-timeline.md)
- [Event Portal: Sharing Documents](https://help.releventful.com/en/articles/5117723-event-portal-sharing-documents.md)
- [Event Portal: Personalize the Portal](https://help.releventful.com/en/articles/6970788-event-portal-personalize-the-portal.md): Grant permission for your client to upload their own image to the portal.
- [Section Titles and Incorporated Timeline for Event To-Dos](https://help.releventful.com/en/articles/8926585-section-titles-and-incorporated-timeline-for-event-to-dos.md)
- [Email Communication in Releventful](https://help.releventful.com/en/articles/10839229-email-communication-in-releventful.md)
- [How Releventful Manages Email Sending and Deliverability](https://help.releventful.com/en/articles/13533870-how-releventful-manages-email-sending-and-deliverability.md)
- [FAQ: How Does Releventful’s Messaging Platform Work?](https://help.releventful.com/en/articles/9286872-faq-how-does-releventful-s-messaging-platform-work.md)
- [How to Keep Your Emails Out of Spam](https://help.releventful.com/en/articles/12607037-how-to-keep-your-emails-out-of-spam.md): Keep your client emails out of spam with these simple tips. Learn how to write clear, personal messages, use Releventful’s built-in tools, and improve deliverability so proposals and contracts alwa...
- [Troubleshooting Guide: Client Cannot Access the Portal](https://help.releventful.com/en/articles/9268650-troubleshooting-guide-client-cannot-access-the-portal.md): Tips and tricks if your client says they cannot access their event portal.
- [Creating Professional Emails & Content with the Editor](https://help.releventful.com/en/articles/14122369-creating-professional-emails-content-with-the-editor.md): Learn how to create polished email templates and reusable content using the editor. Format text, add images and links, and use tables to build clean, professional layouts for client communication.
- [The QuickBooks Integration](https://help.releventful.com/en/articles/9437593-the-quickbooks-integration.md): Learn about Releventful's QuickBooks integration; what is sent through the integration and how data is managed.
- [How Tax Works Between Releventful and Xero / QuickBooks](https://help.releventful.com/en/articles/13762287-how-tax-works-between-releventful-and-xero-quickbooks.md)

## All About Payments

- [Accepting Online Payments with Releventful \(Start Here\)](https://help.releventful.com/en/articles/14006425-accepting-online-payments-with-releventful-start-here.md)
- [Why Online Payments Improve Your Business](https://help.releventful.com/en/articles/14006468-why-online-payments-improve-your-business.md)
- [Collecting Payments the Right Way for Event Businesses](https://help.releventful.com/en/articles/14006514-collecting-payments-the-right-way-for-event-businesses.md)
- [Setting up Credit Card and ACH/Bank Draft Payments with Releventful Pay](https://help.releventful.com/en/articles/9953255-setting-up-credit-card-and-ach-bank-draft-payments-with-releventful-pay.md): Learn how to set up credit card and ACH/bank draft payments with Releventful Pay.
- [Setting up Automatic Client Payments with Releventful Pay](https://help.releventful.com/en/articles/9958957-setting-up-automatic-client-payments-with-releventful-pay.md): Learn how to set up automatic payments with Releventful Pay.
- [Refunding a Releventful Pay Payment](https://help.releventful.com/en/articles/9971249-refunding-a-releventful-pay-payment.md): Learn how to refund a Releventful Pay payment
- [Handling Failed Automatic Payments with Releventful Pay](https://help.releventful.com/en/articles/9971257-handling-failed-automatic-payments-with-releventful-pay.md): Learn how to handle failed automatic payments through Releventful Pay.
- [How Releventful Pay Processes Payment Transactions](https://help.releventful.com/en/articles/9959019-how-releventful-pay-processes-payment-transactions.md)
- [The Releventful Pay Dashboard & General Navigation](https://help.releventful.com/en/articles/9980399-the-releventful-pay-dashboard-general-navigation.md): Learn how to navigate the Releventful Pay dashboard to access intricate details about your client's payments.
- [Transforming Transactions | The Benefits of Offering Online Payments](https://help.releventful.com/en/articles/10007257-transforming-transactions-the-benefits-of-offering-online-payments.md): Modernize your business by offering convenient online payment options to your clients.
- [Receiving Payments Through Releventful Pay vs. the Payabli Dashboard](https://help.releventful.com/en/articles/15970866-receiving-payments-through-releventful-pay-vs-the-payabli-dashboard.md): Learn the difference between receiving payments through Releventful Pay and using the Payabli dashboard, including invoices, convenience fees, payment schedules, automations, funding, and transacti...
- [Choose Your Preferred Payment Currency](https://help.releventful.com/en/articles/6650409-choose-your-preferred-payment-currency.md): Not collecting payment in USD? Follow these steps to select the appropriate currency in Releventful
- [Adding a Credit Card Convenience Fee](https://help.releventful.com/en/articles/6062320-adding-a-credit-card-convenience-fee.md): Learn how to automatically add a convenience fee to your Releventful invoices.
- [Test Your Payment Processor](https://help.releventful.com/en/articles/8896033-test-your-payment-processor.md)
- [Creating Payment Schedules](https://help.releventful.com/en/articles/6666496-creating-payment-schedules.md): In Releventful, you can create custom payment schedules or build multiple schedules for different event types and booking workflows.
- [How Payment Schedules Automatically Adjust](https://help.releventful.com/en/articles/9174343-how-payment-schedules-automatically-adjust.md)
- [Payment Reminder Emails](https://help.releventful.com/en/articles/9268382-payment-reminder-emails.md): Where to locate all payment reminder emails and how to change their text.
- [Setting Up Your Tax Rates](https://help.releventful.com/en/articles/5091482-setting-up-your-tax-rates.md): Releventful has a robust tax rate system that accommodates different business setups.
- [Making a Client Tax Exempt](https://help.releventful.com/en/articles/6695449-making-a-client-tax-exempt.md): Learn how to designate your client as tax exempt so taxes are automatically removed
- [TaxJar Integration](https://help.releventful.com/en/articles/9294222-taxjar-integration.md): Use Releventful's TaxJar integration to set tax rates on your packages and add-ons based on the zip code of an event's location.
- [Process a Payment on Your Client's Behalf](https://help.releventful.com/en/articles/9269062-process-a-payment-on-your-client-s-behalf.md): Process a payment for your client via the quick-close invoice screen.
- [Adding or Recording a Payment in an Invoice](https://help.releventful.com/en/articles/5113574-adding-or-recording-a-payment-in-an-invoice.md)
- [Reissue a Processing Payment Request](https://help.releventful.com/en/articles/9038032-reissue-a-processing-payment-request.md)
- [Un-enrolling a Client from Automatic Payments](https://help.releventful.com/en/articles/6654093-un-enrolling-a-client-from-automatic-payments.md): Learn how to stop automatic payment for your client in Releventful.
- [Setting up Your Stripe Account](https://help.releventful.com/en/articles/5714393-setting-up-your-stripe-account.md)
- [Stripe Payment Management in Releventful](https://help.releventful.com/en/articles/6654207-stripe-payment-management-in-releventful.md): Learn how to allow Stripe to automatically manage your payment methods in Releventful.
- [Setting up Credit Card Payments in Releventful](https://help.releventful.com/en/articles/6654228-setting-up-credit-card-payments-in-releventful.md): Learn how to set up credit card payments in Releventful.
- [Setting up ACH/Bank Draft Payments in Releventful](https://help.releventful.com/en/articles/6654248-setting-up-ach-bank-draft-payments-in-releventful.md): Learn how to set up ACH/bank draft payments in Releventful.
- [Setting up Credit Card or ACH/Bank Draft Payments in Releventful](https://help.releventful.com/en/articles/6654253-setting-up-credit-card-or-ach-bank-draft-payments-in-releventful.md): Learn how to set up credit card or ACH/bank draft payments in Releventful.
- [Stripe Payments FAQ](https://help.releventful.com/en/articles/9431739-stripe-payments-faq.md): Have a question about Stripe payments? Take a look at our comprehensive FAQ guide.
- [Setting up Stripe Automatic Client Payments](https://help.releventful.com/en/articles/6654028-setting-up-stripe-automatic-client-payments.md): Learn how to set up automatic payments in Releventful.
- [How Stripe Processes Payment Transactions](https://help.releventful.com/en/articles/9541077-how-stripe-processes-payment-transactions.md)
- [Refunding a Stripe Payment](https://help.releventful.com/en/articles/6654115-refunding-a-stripe-payment.md): Learn how to refund a Stripe payment in Releventful
- [Handling Failed Stripe Automatic Payments](https://help.releventful.com/en/articles/6654097-handling-failed-stripe-automatic-payments.md): Learn how to handle failed Stripe automatic payments in Releventful.
- [Stripe Micro-Transactions](https://help.releventful.com/en/articles/9294091-stripe-micro-transactions.md): Stripe offers both instant and micro-transaction methods for ACH bank draft payments.
- [Optimizing Revenue with Stripe Payment Management](https://help.releventful.com/en/articles/9503364-optimizing-revenue-with-stripe-payment-management.md): Increase your revenue with multiple payment options via Stripe Payment Management.
- [Why Did My Client’s Payment Fail?](https://help.releventful.com/en/articles/14006548-why-did-my-client-s-payment-fail.md)
- [Client Says Their Card Works — Why Is It Still Declining?](https://help.releventful.com/en/articles/14006580-client-says-their-card-works-why-is-it-still-declining.md)
- [Best Practices for Taking a Payment Over the Phone](https://help.releventful.com/en/articles/14006607-best-practices-for-taking-a-payment-over-the-phone.md)
- [Why Can’t I See the Pay Button?](https://help.releventful.com/en/articles/14006670-why-can-t-i-see-the-pay-button.md)

## Releventful for DJs, Musicians, & Music Enthusiasts

- [Upload Your Song Library](https://help.releventful.com/en/articles/6672416-upload-your-song-library.md): Upload your Business Song List to allow your clients to choose from your personal song library
- [Create a Song Selection To-Do](https://help.releventful.com/en/articles/8919226-create-a-song-selection-to-do.md): Learn how to create song selection To-Dos to allow your client to choose songs for their event.
- [Create a Song Selection To-Do: Planning Form](https://help.releventful.com/en/articles/6672487-create-a-song-selection-to-do-planning-form.md): Use a planning form to enable your clients to choose songs for specific moments
- [Create a Song Selection Experience: For Your Client's Guests](https://help.releventful.com/en/articles/6672539-create-a-song-selection-experience-for-your-client-s-guests.md): Use Live Song Selection to enhance the experience for your client as well as their friends and family
- [Using Live Song Selection in the Mobile App](https://help.releventful.com/en/articles/6672570-using-live-song-selection-in-the-mobile-app.md): Learn how to use the app to turn on live song selection, review suggestions, and guide your client in how they can share
- [Build Your Own Playlist Management Using Your Business Song Library](https://help.releventful.com/en/articles/6683820-build-your-own-playlist-management-using-your-business-song-library.md): Learn how to use Releventful's Song Manager to create your own custom playlists
- [Managing Song Selection Categories](https://help.releventful.com/en/articles/6672244-managing-song-selection-categories.md)
- [Section Titles and Times for Song Planning To-Dos | Releventful Song Planning](https://help.releventful.com/en/articles/8926781-section-titles-and-times-for-song-planning-to-dos-releventful-song-planning.md)

## Releventful For Your Team

- [Portal Team Default and Brand Allocation](https://help.releventful.com/en/articles/9471399-portal-team-default-and-brand-allocation.md): Establish the settings and access for your default portal team. Associate team members to applicable brands for visibility and scheduling.
- [Add an Employee to Your Account](https://help.releventful.com/en/articles/5113578-add-an-employee-to-your-account.md): Create new employee accounts and set their access permissions
- [Set up Releventful User Roles / User Types](https://help.releventful.com/en/articles/6650496-set-up-releventful-user-roles-user-types.md)
- [Set up Your Employee Roles](https://help.releventful.com/en/articles/6650845-set-up-your-employee-roles.md): Create employee roles \(like MC or Server\) to denote pay rates and track employee costs to your business.
- [Enabling SMS Employee Scheduling Notifications](https://help.releventful.com/en/articles/5117540-enabling-sms-employee-scheduling-notifications.md): Add employees and set up roles.
- [Schedule Employees for an Event](https://help.releventful.com/en/articles/6672365-schedule-employees-for-an-event.md)
- [Checking Scheduled Employees and Employee Availability](https://help.releventful.com/en/articles/6672378-checking-scheduled-employees-and-employee-availability.md)
- [Scheduled Employees Report](https://help.releventful.com/en/articles/6672375-scheduled-employees-report.md)
- [Scheduling Time Off](https://help.releventful.com/en/articles/6672381-scheduling-time-off.md): Learn how to schedule time off for a single use or schedule repeating days off in the mobile app and on desktop.
- [Subscribe to Your Weekly Schedule](https://help.releventful.com/en/articles/6672383-subscribe-to-your-weekly-schedule.md): Want to be emailed your weekly schedule?
- [Open Positions for Employee Scheduling](https://help.releventful.com/en/articles/8923175-open-positions-for-employee-scheduling.md)

## Reporting in Releventful

- [Business Reporting Overview](https://help.releventful.com/en/articles/6675559-business-reporting-overview.md): Learn how to use our Reporting area to improve efficiency and promote growth
- [How to View a Report](https://help.releventful.com/en/articles/6681253-how-to-view-a-report.md): Learn how to quickly navigate and view totals within reports
- [Customizing The Report Views](https://help.releventful.com/en/articles/6681251-customizing-the-report-views.md): Learn how to sort, pin, resize, and add columns to your report view
- [Filtering Your Business Report](https://help.releventful.com/en/articles/6681235-filtering-your-business-report.md): Learn how to add filters and filter groups
- [Creating a Custom Report](https://help.releventful.com/en/articles/6681275-creating-a-custom-report.md): Learn how to create a custom report
- [Viewing, Renaming, & Deleting Custom Reports](https://help.releventful.com/en/articles/6683771-viewing-renaming-deleting-custom-reports.md): Learn where to access and how to delete custom reports
- [Downloading a Report](https://help.releventful.com/en/articles/6683658-downloading-a-report.md): Learn how to download any report in Releventful
- [Downloading the Invoice & Detail Report](https://help.releventful.com/en/articles/6666463-downloading-the-invoice-detail-report.md)

## The Mobile App

- [Using the Mobile App](https://help.releventful.com/en/articles/6675984-using-the-mobile-app.md): Learn how to navigate within the mobile app to make life easier for you and your clients
- [Mobile App for Your Team](https://help.releventful.com/en/articles/6970245-mobile-app-for-your-team.md): Learn how your staff can use Releventful for clock in, time off requests, and for managing their to-dos.
- [Releventful Smart Links: Mobile App vs. Web Browser](https://help.releventful.com/en/articles/8618455-releventful-smart-links-mobile-app-vs-web-browser.md)

## Tutorial & Support Resource Library

- [Creating a Lead & Event Tutorial](https://help.releventful.com/en/articles/8593330-creating-a-lead-event-tutorial.md)
- [Creating Inventory Tutorial](https://help.releventful.com/en/articles/8593340-creating-inventory-tutorial.md)
- [Allocating Inventory for Events Tutorial](https://help.releventful.com/en/articles/8593351-allocating-inventory-for-events-tutorial.md)
- [Data Import Tutorial](https://help.releventful.com/en/articles/8593355-data-import-tutorial.md)
- [Room Management Tutorial](https://help.releventful.com/en/articles/9293611-room-management-tutorial.md)
- [The Website Lead Form Tutorial](https://help.releventful.com/en/articles/8593363-the-website-lead-form-tutorial.md)
- [Packages and Add-Ons Tutorial](https://help.releventful.com/en/articles/8593366-packages-and-add-ons-tutorial.md)
- [Contract Templates Tutorial](https://help.releventful.com/en/articles/8593371-contract-templates-tutorial.md)
- [Creating a Proposal Template Tutorial](https://help.releventful.com/en/articles/8593373-creating-a-proposal-template-tutorial.md)
- [Planning Form Tutorial](https://help.releventful.com/en/articles/8593378-planning-form-tutorial.md)
- [Style Guide for Templates: Design Tips & Tricks Tutorial](https://help.releventful.com/en/articles/9345688-style-guide-for-templates-design-tips-tricks-tutorial.md): Suggestions for customizing your lead form, proposal template, email templates and planning forms with the Releventful editor.
- [Convert Inquiry to a Lead Tutorial](https://help.releventful.com/en/articles/8593386-convert-inquiry-to-a-lead-tutorial.md)
- [Portal Templates: Automating the Sales and Booking Process Tutorial \(Part 1/2\)](https://help.releventful.com/en/articles/8593392-portal-templates-automating-the-sales-and-booking-process-tutorial-part-1-2.md)
- [Portal Templates: Automating the Planning Process Tutorial \(Part 2/2\)](https://help.releventful.com/en/articles/8593399-portal-templates-automating-the-planning-process-tutorial-part-2-2.md)
- [Portal Templates: Event To-Dos Tutorial](https://help.releventful.com/en/articles/8593404-portal-templates-event-to-dos-tutorial.md)
- [Portal Templates: Event Timeline Tutorial](https://help.releventful.com/en/articles/8593411-portal-templates-event-timeline-tutorial.md)
- [Portal Templates: Scheduled Client & Employee Messages Tutorial](https://help.releventful.com/en/articles/8593417-portal-templates-scheduled-client-employee-messages-tutorial.md)
- [The To-Do Timeline Tutorial](https://help.releventful.com/en/articles/9237356-the-to-do-timeline-tutorial.md)
- [Introduction to the Sales Pipeline Tutorial](https://help.releventful.com/en/articles/8593427-introduction-to-the-sales-pipeline-tutorial.md)
- [Sales Campaign Tutorial](https://help.releventful.com/en/articles/8593430-sales-campaign-tutorial.md)
- [The Quick-Close Invoicing Process Tutorial](https://help.releventful.com/en/articles/8593435-the-quick-close-invoicing-process-tutorial.md)
- [Refundable Deposits Tutorial](https://help.releventful.com/en/articles/9306883-refundable-deposits-tutorial.md): How to charge a client a refundable deposit and how to issue the refund following the event.
- [BEO Creation Tutorial](https://help.releventful.com/en/articles/9376790-beo-creation-tutorial.md)
- [The BEO Settings and Client Signature Tutorial](https://help.releventful.com/en/articles/9376803-the-beo-settings-and-client-signature-tutorial.md)
- [Payment Configuration Tutorial](https://help.releventful.com/en/articles/8593439-payment-configuration-tutorial.md)
- [Creating a Payment Schedule with Stripe Tutorial](https://help.releventful.com/en/articles/8593445-creating-a-payment-schedule-with-stripe-tutorial.md)
- [Creating a Payment Schedule with Releventful Pay Tutorial](https://help.releventful.com/en/articles/10012235-creating-a-payment-schedule-with-releventful-pay-tutorial.md)
- [Automating Payment Schedules Tutorial](https://help.releventful.com/en/articles/9078038-automating-payment-schedules-tutorial.md)
- [Employee Roles & Permissions Tutorial](https://help.releventful.com/en/articles/8593533-employee-roles-permissions-tutorial.md)
- [Employee Scheduling Tutorial](https://help.releventful.com/en/articles/8593538-employee-scheduling-tutorial.md)
- [Releventful for Your Team Tutorial](https://help.releventful.com/en/articles/8593544-releventful-for-your-team-tutorial.md)
- [Open Positions Tutorial](https://help.releventful.com/en/articles/9289417-open-positions-tutorial.md)
- [Reporting Tutorial](https://help.releventful.com/en/articles/8593551-reporting-tutorial.md)
- [The Invoicing Process Client Experience Tutorial](https://help.releventful.com/en/articles/8593557-the-invoicing-process-client-experience-tutorial.md)
- [The Event Portal Client Experience Tutorial](https://help.releventful.com/en/articles/8593562-the-event-portal-client-experience-tutorial.md)
- [Showcasing the DJ Add-On Client Experience Tutorial](https://help.releventful.com/en/articles/8699114-showcasing-the-dj-add-on-client-experience-tutorial.md)
- [Planning Form & Song Selection by Category Tutorial \(Part 1/2\)](https://help.releventful.com/en/articles/8699123-planning-form-song-selection-by-category-tutorial-part-1-2.md)
- [Planning Form & Song Selection by Category Tutorial \(Part 2/2\)](https://help.releventful.com/en/articles/8699129-planning-form-song-selection-by-category-tutorial-part-2-2.md)
- [The Song Manager Tutorial](https://help.releventful.com/en/articles/8699142-the-song-manager-tutorial.md)
- [Live Song Selection Tutorial](https://help.releventful.com/en/articles/8712974-live-song-selection-tutorial.md)
- [FAQ Tutorial: Where can I find a list of all the automated messages the system is sending?](https://help.releventful.com/en/articles/9289753-faq-tutorial-where-can-i-find-a-list-of-all-the-automated-messages-the-system-is-sending.md): How to locate scheduled messages and automations

## What's New

- [Releventful January 2025 Updates](https://help.releventful.com/en/articles/10435945-releventful-january-2025-updates.md): Learn about the exciting updates in Releventful with our first update of 2025!
- [Releventful February 2025 Updates](https://help.releventful.com/en/articles/10576706-releventful-february-2025-updates.md): Learn about the exciting updates in Releventful this month!
- [Releventful March 2025 Updates](https://help.releventful.com/en/articles/10720700-releventful-march-2025-updates.md): Learn about the exciting updates in Releventful this month!
- [Releventful Pipeline Updates | April 2025](https://help.releventful.com/en/articles/11087390-releventful-pipeline-updates-april-2025.md): Learn how to manage more faster with the sales pipeline.
- [Releventful June 2025 Update](https://help.releventful.com/en/articles/11511288-releventful-june-2025-update.md): Learn about the exciting updates in Releventful this month!
- [Releventful February 2024 Updates](https://help.releventful.com/en/articles/8923066-releventful-february-2024-updates.md)
- [Releventful April 2024 Updates](https://help.releventful.com/en/articles/9250950-releventful-april-2024-updates.md)
- [Releventful June 2024 Updates | Part 1](https://help.releventful.com/en/articles/9462261-releventful-june-2024-updates-part-1.md)
- [Releventful June 2024 Updates | Part 2](https://help.releventful.com/en/articles/9471391-releventful-june-2024-updates-part-2.md)
- [Releventful October 2024 Updates](https://help.releventful.com/en/articles/10019499-releventful-october-2024-updates.md)
- [Event Edit Screen Update | New Portal Tab Enhancement](https://help.releventful.com/en/articles/9312108-event-edit-screen-update-new-portal-tab-enhancement.md): A new tab has been added to the event edit screen to directly access and manage the client vendor portal. Manage more with less effort!
- [Releventful April 2023 Updates](https://help.releventful.com/en/articles/7728441-releventful-april-2023-updates.md): What's New in Releventful - April 2023
- [Releventful May 2023 Updates](https://help.releventful.com/en/articles/7891948-releventful-may-2023-updates.md): What's New in Releventful - May 2023
- [Releventful Spring 2023 Updates](https://help.releventful.com/en/articles/6970041-releventful-spring-2023-updates.md): Learn about Releventful's Geofenced clock in/out updates, how to add a tip to a payment & more!
- [Releventful November 2023 Updates](https://help.releventful.com/en/articles/8561044-releventful-november-2023-updates.md)
- [Releventful Platform Update | April 2026](https://help.releventful.com/en/articles/14659956-releventful-platform-update-april-2026.md): Powerful new updates to contracts, payments, automation, and reporting—designed to give you more control, increase efficiency, and elevate your client experience.