Getting Started with The American Royal Family

Enter your business name and choose your booking URL subdomain — your page will be live at yourbusiness.quickreserve.net. Select your brand colors (primary and secondary) to match your business. Optionally add your logo URL. Apply a promo code if you have one, enter payment details, and click "Pay & Activate".

After purchase, you'll receive an email with your admin login details:

• Admin Dashboard: yourbusiness.quickreserve.net/admin
• Public Booking Page: yourbusiness.quickreserve.net
• Username: Your email address
• Password: Auto-generated secure password

Log in to the admin dashboard to set up your services, staff, and availability.

• Professional Booking Page — Branded with your logo and colors
• 24/7 Online Booking — Clients book anytime, even while you sleep
• Email & SMS Reminders — Automatic notifications reduce no-shows
• Google Calendar Sync — Two-way sync prevents double bookings
• Client Database — Store customer info and appointment history
• Service & Pricing Setup — Unlimited services with custom durations and prices
• Custom Business Hours — Set availability for each day of the week
• Staff Calendars — Multiple staff members with individual schedules
• Multi-Location Support — Manage multiple business locations
• Appointment History — Track all past and upcoming bookings
• Analytics Dashboard — View bookings, revenue, and trends
• Block-Off Unavailable Times — Lunch breaks, vacations, personal time

Log in at yourbusiness.quickreserve.net/admin to access your admin dashboard. The main navigation includes:

• Dashboard — Overview showing total services, upcoming appointments, and account status
• Appointments — View and manage all bookings with status filters (Pending, Confirmed, Completed, Cancelled)
• Customers — Access your customer database with contact details and appointment history
• Services — Create and manage bookable services
• Schedule — Set your business hours for each day
• Analytics — View performance reports and booking trends
• Locations — Add multiple business locations
• Staff — Manage team members and assign them to services
• Settings — Configure business info, branding, and booking policies
• Preview — View your public booking page

Go to the Services tab and click + Add Service. For each service, enter:

• Service Name — What clients will see (e.g., "1 Hour Consultation")
• Duration (minutes) — How long the appointment lasts
• Price — Cost of the service (set to $0.00 for free sessions)
• Description — Brief explanation of what's included

Click Save to add the service. Your services appear in a list showing name, duration, price, and status. You can Edit, Deactivate, or Delete any service at any time. Deactivated services won't appear on your public booking page but remain in your system.

Go to the Schedule tab to define when you're open for bookings. For each day of the week:

• Toggle between Open or Closed
• Set the start time and end time for open days

For example, set Monday-Friday from 9:00 AM to 5:00 PM, and mark Saturday-Sunday as Closed. Customers can only book appointments within these defined hours. Time slots outside your business hours won't appear as available.

Go to the Staff tab and click + Add Staff Member. Enter their details:

• Name (required)
• Email — For notifications
• Phone — Contact number
• Title/Role — Their position (e.g., "Senior Stylist")
• Photo — Upload a profile image (JPG, PNG, WEBP)
• Assign to Services — Select which services this staff member can perform

Customers can choose who they want to book with when multiple staff are available.

Go to the Locations tab and click + Add Location. Enter:

• Location Name (required)
• Street Address
• City, State, ZIP Code, Country
• Phone — Location-specific contact number

Add multiple locations if your business operates from different addresses. Customers can select their preferred location when booking.

Click the Settings icon to access Business Settings with three sections:

Business Information:

• Business Name, Email, Phone
• Timezone — Ensure appointments display in correct local time
• Address — Your business location

Branding:

• Logo URL — Displayed on booking page and confirmation emails
• Primary Color and Secondary Color — Applied to your booking interface

Booking Policies:

• Cancellation Notice (hours) — Minimum time before appointment that customers can cancel
• Booking Buffer (minutes) — Time padding between appointments
• Max Advance Booking (days) — How far ahead customers can book
• Minimum Advance Notice (hours) — Required notice before booking
• Currency — USD, EUR, GBP, CAD, or AUD

Go to the Appointments tab to see all bookings. Use the Status Filter to view:

• All Statuses — Every appointment
• Pending — Awaiting confirmation
• Confirmed — Approved appointments
• Completed — Finished sessions
• Cancelled — Cancelled bookings

Each appointment shows the customer name, service, date/time, and status. Click any appointment to view details or update its status.

Go to the Customers tab to access your complete customer list showing Name, Email, Phone, and total Appointments. Click any customer to view their full appointment history and contact information. This database grows automatically as customers book through your page.

Go to the Analytics tab to view business performance metrics:

Key Metrics:

• Total Bookings — Number of appointments booked
• Total Revenue — Income from paid services
• Completed — Successfully finished appointments
• Cancellations — Number of cancelled bookings

Visual Reports:

• Bookings Over Time — Chart showing booking trends by date
• Popular Services — Which services are booked most frequently

Filter by date range to analyze specific periods. Use these insights to optimize your service offerings and identify busy periods.

Share your booking link (yourbusiness.quickreserve.net) on your website, social media, or email signature. When customers visit, they see a professional 3-step booking process:

Step 1 — Select a Service: Services display as cards showing price, duration, and description. Customer selects one and clicks Continue.

Step 2 — Select Date & Time: An interactive calendar shows available dates. After selecting a date, available time slots appear based on your business hours and existing bookings. Customer picks a time and clicks Continue.

Step 3 — Your Information: Customer enters their Full Name (required), Email (required), Phone, and any Additional Notes. A booking summary shows the service, duration, date, and time for review.

After clicking Confirm Booking, customers see a confirmation screen with their appointment details. The system automatically sends a confirmation email with all the booking information. The appointment immediately appears in your admin dashboard for management.

How do clients book appointments? You get a professional online booking page where clients can see your available times, select a service, and book instantly. Share the link on your website, social media, or email signature.

Will it remind clients of their appointments? Yes! Automatic email and SMS reminders are sent before each appointment. This dramatically reduces no-shows and last-minute cancellations.

Can I manage multiple staff members? Absolutely. Create separate profiles for each staff member with their own services and availability. Clients can choose who they want to book with.

Does it sync with my existing calendar? Yes! Two-way Google Calendar sync keeps everything updated in real-time. Appointments booked online appear on your calendar, and blocked times show as unavailable.

Can I set different services and prices? Yes. Create unlimited services with custom names, durations, prices, and descriptions. You control exactly what clients can book and how long each service takes.

Can I block off vacation or unavailable times? Definitely. Set your business hours for each day, and those are the only times available for booking. Closed days and times outside your hours won't appear as bookable.

Where do I log in to manage my bookings? Log in at yourbusiness.quickreserve.net/admin using the credentials sent to your email after purchase.

How do I get support? Contact The American Royal Family support through the website if you have questions or issues with your appointment booking system.

Content Enter your desired subdomain — your CRM will be accessible at yourcompany.crmdesk.net. Optionally add your logo URL for branding. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your CRM is ready to use immediately.

CRM Core:

• Accounts — Manage companies and organizations
• Contacts — Store individual contact details
• Leads — Track potential customers
• Opportunities — Monitor sales pipeline and deals

Activities:

• Emails — Send, receive, and track email communications
• Meetings — Schedule and manage meetings
• Calls — Log phone calls and follow-ups
• Tasks — Create and assign to-do items
• Calendar — View all activities in one place

Support:

• Cases — Track customer support tickets
• Knowledge Base — Create help articles and documentation

Marketing:

• Campaigns — Run email marketing campaigns
• Target Lists — Segment contacts for campaigns

Administration:

• Users & Teams — Manage access and permissions
• Templates — Create email and document templates
• Import/Export — Bulk import contacts and data
• Working Time Calendars — Set business hours and exceptions

Log in to your CRM at yourcompany.crmdesk.net. The dashboard displays your Stream (recent activity feed) and My Activities (upcoming tasks, meetings, calls). The left sidebar provides navigation to all CRM modules organized into sections: CRM, Activities, and Support.

Accounts represent companies or organizations you do business with. Go to CRM > Accounts and click + Create Account. Enter the account details:

Overview: Name (required), Website, Email, Phone (Office/Mobile)

Addresses: Billing Address and Shipping Address (Street, City, State, Postal Code, Country)

Details: Type, Industry, Description

Assignment: Assigned User, Teams

Click Save to create the account. View all accounts in a searchable list showing Name, Email, Phone, and other details.

Contacts are individual people, typically linked to Accounts. Go to CRM > Contacts and click + Create Contact. Enter contact information:

Name: First Name, Last Name (required)

Accounts: Link to one or more company accounts

Communication: Email, Phone (Mobile/Office)

Address: Street, City, State, Postal Code, Country

Additional: Description, Assigned User, Teams

The contacts list displays Name, Account, Email, and Phone in a searchable table. Click any contact to view full details, related activities, and communication history.

Content Leads are potential customers not yet qualified as opportunities. Go to CRM > Leads and click + Create Lead. Enter lead details:

Overview: Name (required), Account Name, Email, Phone, Title, Website

Address: Street, City, State, Postal Code, Country

Details: Status (New, Assigned, In Process, Converted, etc.), Source, Opportunity Amount, Campaign, Industry

Assignment: Assigned User, Teams

Track leads through your sales process and convert them to Contacts and Opportunities when qualified.

Opportunities track potential deals and revenue. Go to CRM > Opportunities and click + Create Opportunity. Enter opportunity details:

Required Fields: Name, Amount (USD), Close Date

Sales Info: Account, Stage (Prospecting, Qualification, Proposal, Negotiation, Closed Won/Lost), Probability %

Related: Contacts, Lead Source, Description

Assignment: Assigned User, Teams

Monitor your sales pipeline by tracking opportunities through each stage to closure.

Go to Activities > Emails to manage email communications. You can compose new emails, view your inbox, and track sent messages. Emails can be linked to Accounts, Contacts, Leads, or Opportunities for complete communication history.

Meetings: Go to Activities > Meetings and click + Create Meeting. Enter Name (required), Status (Planned/Held/Not Held), Date Start, Date End, Duration, Description, and add attendees (Users, Contacts, Leads). Set Reminders to get notifications before meetings.

Calls: Go to Activities > Calls and click + Create Call. Enter Name (required), Status, Direction (Outbound/Inbound), Date Start, Date End, Duration, and participants. Log call outcomes in the Description field.

Both meetings and calls appear on your Calendar and in the My Activities dashboard widget.

Tasks: Go to Activities > Tasks and click + Create Task. Enter Name (required), Parent record (link to Account, Contact, etc.), Status (Not Started, Started, Completed, etc.), Priority (Low, Normal, High, Urgent), Date Start, Date Due, Description, and Attachments. Assign to users and teams.

Calendar: Go to Activities > Calendar to view all scheduled activities in daily, weekly, or monthly views. Meetings, Calls, and Tasks with dates appear on the calendar for easy scheduling and time management.

Cases: Go to Support > Cases to track customer support tickets. Create cases to document customer issues, assign them to team members, and track resolution status.

Knowledge Base: Go to Support > Knowledge Base to create and organize help articles. Click + Create Article to add documentation that can be shared with customers or used internally by your team.

Before creating campaigns, set up target lists to segment your audience. Go to Campaigns > Target Lists and click + Create Target List. Enter Name (required), Description, Assigned User, and Teams. Add contacts, leads, or accounts to the list for targeted marketing.

Go to Campaigns and click + Create Campaign. Configure your campaign:

Setup: Name (required), Status (Planning, Active, Complete, etc.), Type (Email, Newsletter, etc.) Schedule: Start Date, End Date, Budget Targeting: Target Lists (who receives the campaign), Excluding Target Lists (who to skip) Details: Description, Assigned User, Teams

The campaigns list shows all campaigns with Name, Type, Status, and Created date. Track campaign performance and engagement from the campaign detail view.

Content Go to Templates > Email Templates and click + Create Email Template. Enter Name (required), Category, Subject, and Body content. Use placeholders for personalization:

• {today} — Today's date
• {now} — Current date & time
• {currentYear} — Current year
• {optOutUrl} — Unsubscribe URL
• {optOutLink} — Unsubscribe link

Add Attachments and assign to Teams. Templates can be used when composing emails or in campaigns.

Go to Templates > Templates and click + Create Template. Configure document settings:

• Name (required), Entity Type (which record type this template is for)
• Page Setup: Orientation (Portrait/Landscape), Paper Format (A4, Letter, etc.), Margins
• Content: Title, Style, Header/Footer options

Use templates to generate professional PDF documents from your CRM records.

Users: Go to Administration > Users and click + Create User. Enter Username (required), Name, Title, Email, Phone, Gender, Type (Regular, Admin, Portal), set Is Active, assign to Teams, Default Team, Roles, and create Password.

Teams: Go to Administration > Teams and click + Create Team. Enter Name, assign Roles, set Position List, Layout Set, and Working Time Calendar. Teams control access permissions and group users for assignment.

Set your business hours and exceptions. Go to Administration > Working Time Calendars and click + Create Calendar. Configure:

• Schedule: Name (required), Time Zone, Workday hours (start – end time)
• Days: Enable/disable each day (Mon-Sun) with optional custom schedules

Exceptions: Click Exceptions to create non-working days (holidays, closures). Enter Type (Non-working), Name, Date Start, Date End, and assign to Calendars or specific Users.

Bulk import records from CSV files. Go to Administration > Import and configure:

Step 1 — Setup:

• Entity Type — What you're importing (Accounts, Contacts, Leads, etc.)
• File (CSV) — Upload UTF-8 encoded CSV file
• Action — Create Only, Create and Update, or Update Only
• Header Row — Check if first row contains column names

Format Settings:

• Person Name Format, Field Delimiter, Date Format, Time Format
• Decimal Mark, Text Qualifier, Currency, Timezone, Phone Country Code

Options:

• Execute in idle (for large imports via cron)
• Skip duplicate search, Silent Mode

After import, view Import Results showing created records, updated records, and any validation errors with line numbers.

Where do I access my CRM? Your CRM is live at yourcompany.crmdesk.net (using the subdomain you chose during setup). Log in with your credentials to access the full system.

What's the difference between Accounts, Contacts, and Leads? Accounts are companies/organizations. Contacts are individual people (usually linked to Accounts). Leads are potential customers not yet qualified — once qualified, convert them to Contacts and Opportunities.

How do I track my sales pipeline? Use Opportunities to track deals. Set the Stage (Prospecting through Closed Won/Lost), Amount, Probability, and Close Date. View all opportunities to see your pipeline at a glance.

Can I send emails from the CRM? Yes. Go to Activities > Emails to compose and send emails. Emails are automatically linked to the related Account, Contact, or Lead for complete communication history.

How do I schedule meetings and calls? Go to Activities > Meetings or Calls and click Create. Set the date, time, duration, and participants. Add reminders to get notifications. All scheduled items appear on your Calendar.

Can I import my existing contacts? Yes. Go to Administration > Import, select the Entity Type, upload your CSV file, map the columns, and import. View results to see what was created and any errors.

How do I run email campaigns? First create Target Lists with your recipients. Then create a Campaign, select the Type (Email/Newsletter), attach your Target Lists, and set the schedule. Use Email Templates for consistent messaging.

How do I add team members? Go to Administration > Users to create new users. Assign them to Teams and Roles to control their access permissions throughout the CRM.

How do I get support? Contact The American Royal Family support through the website if you have questions or issues with your CRM system.

Enter the country or region where you need data coverage. Options include individual countries (like France, Japan, or United States) and multi-country regional plans (like Europe 40+ areas, Asia 20+ areas, or Global 130+ areas).

Select a data plan based on your needs. Plans vary by:

Data Amount — Daily allowance (e.g., 500MB/day, 1GB/day, 2GB/day)

Duration — How many days the plan is valid (e.g., 5 days, 10 days, 30 days)

Coverage — Single country or multi-country regional coverage

Review your order, apply a promo code if you have one, and submit payment. Your E-SIM will be delivered instantly via email.

After purchase, you'll receive an email containing:

QR Code — Scan this to install your E-SIM

SM-DP+ Address & Activation Code — For manual installation if needed

Usage Check Link — Check your remaining data anytime

Installation Instructions — Step-by-step guide for your device

The easiest way to install your E-SIM:

1. Open your phone's camera
2. Point it at the QR code from your email
3. Tap the notification that appears
4. Tap Add Cellular Plan or Install
5. Follow the on-screen prompts to complete setup

If scanning doesn't work, enter the details manually:

On iPhone:

1. Go to Settings > Cellular > Add eSIM
2. Tap Use QR Code > Enter Details Manually
3. Enter the SM-DP+ Address from your email
4. Enter the Activation Code from your email
5. Tap Next and follow the prompts

On Android:

1. Go to Settings > Network & Internet > SIMs
2. Tap Add or Download SIM
3. Select Enter code manually
4. Enter the SM-DP+ Address and Activation Code
5. Tap Confirm and follow the prompts

You can install your E-SIM up to 30 days before your trip. The data plan won't start until you first connect to a network at your destination.

1. Install the E-SIM while you still have WiFi
2. Keep the E-SIM turned off until you arrive
3. The plan activates when you first connect abroad

1. Go to Settings > Cellular (iPhone) or Settings > Network & Internet > SIMs (Android)
2. Turn ON your E-SIM line
3. Enable Data Roaming for the E-SIM
4. Turn OFF data roaming for your home SIM (to avoid charges)
5. Wait up to a few minutes to connect

First-time connection may take up to an hour in some locations. If you don't connect immediately, restart your phone.

Day Pass plans give you a set amount of high-speed data each day:

Example: Europe 500MB/Day for 5 Days

• 500MB of high-speed 4G/LTE/5G data per day
• After using 500MB, you still get unlimited data at slower 2G speeds (255-512 Kbps)
• Data resets every 24 hours at midnight
• Plan lasts for 5 days total from first connection

Monitor how much data you've used:

Method 1: Usage Link

Click the usage check link from your email to see real-time stats

Method 2: Phone Settings

Go to Settings > Cellular > Cellular Data Usage to view consumption

Note: Usage updates may not be instant — allow time for the system to sync.

Most E-SIM plans support hotspot sharing, allowing you to share your data connection with other devices like laptops or tablets.

On iPhone:

Go to Settings > Personal Hotspot and turn it on

On Android:

Go to Settings > Network & Internet > Hotspot & Tethering

APN settings are configured automatically for most devices and destinations. You typically don't need to change anything.

Go to Settings > Cellular > Cellular Data Network

In the APN field, enter: vmobile.jp

Make sure Data Roaming is turned ON for your E-SIM

Your phone must be E-SIM compatible and carrier unlocked to use an E-SIM.

iPhone — iPhone XR and newer (iPhone XS, 11, 12, 13, 14, 15, 16 series)

Google Pixel — Pixel 3 and newer

Samsung Galaxy — Galaxy S20 and newer, Galaxy Z Fold/Flip series

Other Brands — Many newer models from Motorola, OnePlus, Oppo, and others

1. Go to Settings > General > About
2. Scroll down and look for EID
3. If you see a 32-digit EID number, your iPhone supports E-SIM

1. Go to Settings > Network & Internet
2. Look for SIM or Mobile Network options
3. If you see Add eSIM or Download SIM, your device supports E-SIM

Your phone must be unlocked from your carrier to use an E-SIM from another provider. If your phone was purchased outright or your contract is complete, it's likely unlocked. Contact your carrier if you're unsure.

If you've installed the E-SIM but can't get online:

1. Go to Settings > Cellular > Cellular Data
2. Select your E-SIM as the data line
3. Make sure Data Roaming is ON for the E-SIM
4. Check for signal bars — if none, restart your phone
5. Try manually selecting a network: Settings > Cellular > Network Selection > turn off Automatic and choose a carrier
6. Turn off any VPN
7. Toggle the E-SIM OFF and back ON

If the QR code won't scan or installation fails:

1. Make sure your device is E-SIM compatible
2. Confirm your phone is carrier unlocked
3. Check you have a stable WiFi or data connection
4. Verify the QR code hasn't already been installed on another device
5. Try manual installation using the SM-DP+ Address and Activation Code

If you delete your E-SIM by mistake:

1. You can reinstall it by scanning the same QR code again
2. The QR code only works on the same device it was originally installed on
3. You cannot transfer a deleted E-SIM to a different device

One Device Only — Each QR code can only be installed on one device. Once installed, it's locked to that device.

No Transfers — An activated E-SIM cannot be moved to a new phone.

30-Day Install Window — Install your E-SIM within 30 days of purchase. The data plan starts when you first connect.

No Top-Ups — Plans cannot be extended or topped up. Purchase a new plan if you need more data.

On dual-SIM phones, you can use your E-SIM alongside your regular SIM:

Home SIM — Keep for calls and texts (turn off data roaming to avoid charges)

E-SIM — Use for affordable mobile data while traveling

Go to Settings > Cellular to manage which SIM is used for calls, texts, and data.

5G speeds are available in select countries including:

United States, United Kingdom, Germany, France, Spain, Italy, Japan, South Korea, Australia, Singapore, and more.

Network availability depends on local carrier coverage. Your device will automatically connect to the fastest available network (5G/4G/LTE/3G).

What is an E-SIM? An E-SIM is a digital SIM card built into your phone. Instead of inserting a physical SIM, you scan a QR code to download your cellular plan.

Can I use my regular SIM at the same time? Yes. On dual-SIM phones, keep your home SIM for calls and texts while using the E-SIM for data.

How many E-SIMs can I store? iPhones can store up to 10 E-SIMs; Android devices typically store 5-7. Only one E-SIM can be active at a time.

Can multiple phones use the same QR code? No. Each QR code is tied to one device and can only be scanned once.

What happens if I use all my high-speed data? You'll still have unlimited data at reduced 2G speeds (255-512 Kbps) until the daily reset.

Can I reinstall a deleted E-SIM? Yes, scan the original QR code again on the same device. It cannot be installed on a different device.

Can I transfer my E-SIM to a new phone? No. Once activated, an E-SIM cannot be transferred. If you haven't activated it yet, you can install it on a different device.

Content Enter your desired subdomain for your branded invoicing portal. Your portal will be live and accessible at yourbrand.invoicepaypro.com — this is where you and your clients will access invoices and payments.

Provide your business name and optionally add your logo URL. Select your brand color — this will be used throughout your invoices, emails, and client portal.

Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to create your invoicing portal instantly. Your site goes live immediately.

• Your Own Portal — Live at yourbrand.invoicepaypro.com
• Unlimited Invoices — Create as many invoices as you need
• Unlimited Clients — Store all your client information
• Unlimited Estimates — Send quotes before finalizing work
• AI Pricing Assistant — Get market-based pricing suggestions
• One-Click Payments — Clients pay instantly via card
• Automatic Reminders — System sends payment reminders for you
• Recurring Billing — Set up weekly, monthly, or yearly invoices
• Client Portal — Clients view and pay invoices online
• Custom Branding — Your logo and colors on everything
• Professional PDFs — Download and send polished invoices
• Payment Tracking — See what's paid, pending, and overdue
• Mobile Friendly — Works perfectly on any device

After activation, your branded portal is live at yourbrand.invoicepaypro.com. Log in to access your dashboard showing key metrics:

• This Month — Revenue for current month
• This Year — Total annual revenue
• Unpaid — Outstanding invoice amount
• Overdue — Past-due invoices

Check your email after activation for email and password details.

Content Go to Settings > Payment Settings and click "Connect Bank Account with Stripe". This links your bank account so client payments go directly to you — no middleman fees.

In Settings, configure your business details:

• Business Name — Appears on all invoices
• Phone Number — Contact number for clients
• Business Address — Your business location
• Business Logo — Upload JPG, PNG, GIF, or SVG (max 2MB)
• Brand Color — Used throughout invoices and emails
• Google Business URL — For review requests after payment

Content From your dashboard, click New Estimate. Estimates are quotes you send clients before work begins — they can be converted to invoices once approved.

Content Choose an existing client from the dropdown, or select + Add New Client to create a new one. Enter client name, email, phone, and address.

Click + Add Line Item to manually add services. For each item, enter:

• Description — What the service is
• Quantity — How many units
• Rate — Price per unit

Click ✨ AI Smart Pricing to let AI suggest pricing. Describe the work, enter your location, then select:

• Project Scope — Single service, standard job, multiple services, or large project
• Timeline — Standard, rush/urgent, or flexible
• Complexity — Basic, standard, or advanced
• Materials — You provide, client provides, or not applicable

Click Generate Smart Pricing and AI analyzes market data to suggest accurate line items.

Review the totals showing Subtotal, Tax, and Total. Add a tax rate if applicable, include notes for terms or payment instructions, and optionally make it recurring. Click Create Estimate to save and send.

Content From your dashboard, click New Invoice. The process is identical to estimates — select client, add line items (manually or with AI), set tax rate, and add notes.

Once created, invoices are sent to your client via email. The email includes a Pay Now button that links directly to secure payment on your branded portal.

View all invoices on your dashboard. Filter by status:

• Sent — Invoice delivered, awaiting payment
• Paid — Payment received
• Overdue — Past the due date

The AI pricing assistant analyzes your service description and location to suggest market-based pricing. It factors in:

• Your geographic area and local rates
• Job complexity and scope
• Industry standards for similar services
• Timeline and urgency factors

1. Click ✨ AI Smart Pricing when creating an estimate or invoice
2. Describe the work in detail (e.g., "Deep clean 3-bedroom house" or "Logo design + business cards")
3. Enter your city and state for location-based pricing
4. Select project scope, timeline, complexity, and materials options
5. Click Generate Smart Pricing
6. Review suggested line items and click Add These Items

You can always adjust the AI-generated prices before sending.

When creating an invoice or estimate, check the Make this recurring box. Select the frequency:

• Weekly — Invoice generated every week
• Monthly — Invoice generated every month
• Yearly — Invoice generated annually

Perfect for retainers, maintenance contracts, or subscription services.

The system automatically sends polite email reminders for unpaid invoices. Stop chasing payments — reminders go out on your behalf until the invoice is paid or marked otherwise.

Make every invoice look professional with your branding:

• Business Logo — Appears on invoices and emails
• Brand Color — Applied to buttons, accents, and highlights
• Business Name — Shown prominently on all documents
• Business Address & Phone — Professional contact details

Enable Send review requests after payment to automatically ask satisfied clients for Google or Yelp reviews after they pay. Add your Google Business Profile URL and optional Yelp URL in Settings.

Where is my invoicing portal? Your portal is live at yourbrand.invoicepaypro.com (using the subdomain you chose during setup). This is where you log in to manage invoices and where clients go to view and pay.

How does the AI pricing work? Describe your service and location. The AI analyzes market data to suggest accurate pricing — factoring in your area, complexity, and industry standards. You can always adjust the final price.

How do I receive payments? Connect your Stripe account in Settings. When clients pay an invoice, money goes directly to your bank account — no middleman, no extra fees from us.

Can I set up recurring invoices? Yes! Perfect for retainers, maintenance contracts, or subscriptions. Set up weekly, monthly, or yearly invoices that automatically generate and send to your clients.

Is there a limit on invoices or clients? No limits at all. Create unlimited invoices, store unlimited clients, and send unlimited estimates. Scale your business without restrictions.

Will it have my branding? Absolutely. Upload your logo, set your brand colors, and your business name appears on all invoices, emails, and the client payment portal.

Can clients pay from their phone? Yes! The entire platform is mobile-friendly. Clients receive an email, tap the pay button, and complete payment in seconds from any device.

What's the difference between estimates and invoices? Estimates are quotes sent before work begins. Invoices are bills for completed work. Both can be created with AI pricing assistance.

How do automatic reminders work? The system sends polite email reminders for unpaid invoices automatically. You don't need to chase payments manually.

How do I get support? Contact The American Royal Family support through the website if you have questions or issues with your invoicing portal.

Provide the full URL of the website you want to optimize (e.g., https://yourbusiness.com). This is the site where all SEO work will be performed.

Enter the main keywords and phrases you want to rank for on Google. These should be the search terms your potential customers use to find businesses like yours. For example: "plumber in Miami" or "best coffee shop downtown."

List any competitor websites you'd like us to analyze. This helps us understand your market and develop a strategy to outrank them.

We need admin access to your website (such as WordPress login credentials) to make on-page optimizations, install tracking tools, and publish new content.

Base SEO Package — Includes keyword research, on-page optimization, content creation, backlink building, and monthly reports.

Local SEO Add-on — Add this if your business serves a specific geographic area. Includes Google Business Profile optimization, local citations, and map pack optimization.

Review your order, apply a promo code if you have one, and submit payment. Our SEO team will begin working on your campaign immediately.

During the first month, our team builds the foundation for your SEO success:

Keyword & Competitor Research — We identify the best keywords to target based on search volume and competition

Full Website Audit — We analyze your site for technical issues and opportunities

Title & Meta Optimization — We optimize your page titles and meta descriptions for search engines

Google Analytics Setup — We install tracking to measure your traffic growth

Search Console Integration — We connect your site to Google Search Console for performance data

XML Sitemap & Robots.txt — We ensure search engines can properly crawl your site

Schema Markup Implementation — We add structured data to help search engines understand your content

Site Speed Improvements — We optimize loading times for better rankings and user experience

Every month after the foundation is complete, we continue growing your rankings:

New Optimized Content — Fresh pages and blog posts targeting your keywords

High-Authority Backlinks — Quality links from reputable websites to boost your domain authority

Performance Monitoring — We track your rankings and traffic continuously

Detailed Monthly Report — A comprehensive report showing your progress and all work completed

If your business serves a specific geographic area, the Local SEO add-on helps you dominate local search results:

Google Business Profile Optimization — We optimize your listing for maximum visibility

Local Citation Building — We add your business to relevant local directories

Local Directory Listings — We ensure consistent business information across the web

Map Pack Optimization — We help you appear in the Google Maps "3-pack" results

This is essential for businesses like plumbers, dentists, restaurants, law firms, and any service that targets local customers.

Each month, you'll receive a detailed report showing your SEO progress. To access your report:

1. Log in to your account
2. Click on Manage Services in the dropdown menu
3. Find your SEO subscription card
4. View your latest monthly report

Your monthly report includes:

Keyword Rankings — Current positions for all your target keywords

Ranking Changes — Movement compared to previous months

Organic Traffic — Visitors coming from Google search

Traffic Growth — Comparison to previous periods

Backlinks Built — New links acquired that month

Content Created — New pages or blog posts published

Work Summary — Detailed list of all optimizations completed

How long until I see results? SEO is a long-term strategy. While we make foundational improvements in the first month, significant ranking improvements typically take 3-6 months for competitive keywords. You'll receive monthly reports tracking progress throughout.

What do you need from me to get started? We need your website URL, a list of services or keywords you want to rank for, and admin access to your website (like WordPress login) so we can make optimizations.

Who writes the content? Our professional content team writes all new pages and blog posts. Everything is optimized for your target keywords and written to convert visitors into customers.

What's the difference between on-page and off-page SEO? On-page SEO involves optimizing elements on your website (content, keywords, site speed). Off-page SEO involves building your site's authority through high-quality backlinks from other websites. We handle both.

Do I need the Local SEO add-on? If your business serves a specific area (like a plumber, dentist, or restaurant), yes. Local SEO helps you appear in the Google Maps results that show for local searches.

Can I cancel anytime? Yes. SEO is a monthly service with no long-term contracts. However, we recommend committing to at least 6 months to see meaningful results from the strategy.

How do I check my progress? Log in to your account, go to Manage Services, and view your SEO subscription card to access your latest monthly report.

Choose the pages you need for your website. The Home page is required, and you can add additional pages based on your needs. Privacy Policy and Terms & Conditions pages are included by default with every order.

If you need an online store or other custom features, select them during checkout. Options include E-Commerce Store for selling products or services, or Other Custom Functionality for specific features you have in mind.

Enter your logo URL so we can incorporate your branding into the design. This field is optional but recommended for a cohesive look.

Provide your hosting provider information or credentials so we can deploy your finished website. This field is required.

Let us know the best way to reach you for project updates, whether that's email, phone, or another method.

Review your selections, apply a promo code if you have one, and submit payment to get started.

Home — Your main landing page (required)

About — Share your story, mission, and team

Services — Showcase what you offer

Contact — Contact forms and business information

FAQ — Answer common visitor questions

Blog — Publish articles, news, and updates

Testimonials — Display customer reviews and feedback

Portfolio — Highlight your past work and projects

Gallery — A visual showcase of images or media

Additional Pages — Add extra pages beyond the standard options

Once your order is placed, our team will begin working on your website. We'll reach out using your preferred contact method to gather any additional details and discuss your vision.

You'll receive progress updates throughout the build process. Once complete, we'll coordinate the final delivery and ensure everything is set up on your hosting.