Billing

This documentation page explains how to use Billing in Synerdeck.

Overview

Synerdeck helps agencies, consultants, and service teams deliver a polished onboarding experience with branded client portals, reusable templates, and automated reminders.

Steps

1. Open your workspace dashboard.
2. Navigate to the relevant section for billing.
3. Follow the on-screen prompts to configure settings.
4. Invite a teammate or client to validate the workflow.

// Example: workspace configuration shape
const workspace = {
  name: "Northwind Studio",
  branding: { primaryColor: "#4F46E5" },
  onboardingTemplate: "agency-standard",
};

Best practices

• Keep templates focused on outcomes, not internal jargon.
• Use due dates sparingly so clients know what matters now.
• Review completion analytics monthly.

See also

• Getting Started
• Creating Client Portals
• Security