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VertaFlow app
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Getting Started
What is VertaFlow
VertaFlow vs Studio Build
Create your account
The 60-day trial & website-client perk
Pick your vertical
Onboarding & intake
The dashboard tour
Navigating the app
Mobile & install (PWA)
CRM by Feature
Clients (Contacts)
Leads & the inbox
Pipeline
Estimates
Invoices
Appointments & scheduling
Public booking page
Projects & jobs
Tickets & support
Crew / team assignment
Activity feed
Command palette (Cmd+K)
Email & templates
Messages & notifications
Analytics
UTM tracking
SEO & outreach
Lighthouse audits
Custom fields
Verticals
How verticals work
Agency / Consulting / Creative
Service Pro
Auto Shop / Automotive
Legal & Real Estate
Restaurant / Café / Bar
Retail / E-Commerce
Wellness / Spa / Fitness
Photography
Terminology reference
Billing & Plans
Plans overview
What's in each plan (entitlements)
Plan caps
Free tier limits
Upgrading & downgrading
Studio Build & the bundle
Add-ons & extra seats
Stripe payments & platform fee
Managing your subscription
Widgets & Embeds
Widgets overview
Lead-capture widget
Live chat widget
Booking widget
Reviews widget
Visit-tracking pixel
Configuring a widget
Installing on your site
White-label widgets (agency)
Multi-site widgets
Website & Contracts
Studio Build sites
Preview sites
Site & branding settings
Contracts overview
Sending a contract
The signing flow
Verifying a signed contract
Checkout & thank-you
Account & Security
Sign-in methods
Set up passkeys
Two-factor authentication
Google account linking
Your profile
Team & seats
Workspace settings
API keys & integrations
Security settings
Skins / appearance
Troubleshooting / FAQ
Sign-in problems
"Feature locked" / upgrade prompts
Hit a plan cap
Stripe & payment issues
Widget not appearing
Audit failed or won't generate
Contract / signing issues
Email/notifications not sending
Wrong terminology or nav
Offline / PWA issues
Glossary
Contact support
VertaFlow app
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