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Concepts
Browse concepts articles for reference support.
12 articlesAll reference sections
Concepts
7 articles- Account Roles and Access->
Understand owner, manager, employee, and customer access boundaries.
- Billing and Payments->
Understand invoices, payment methods, autopay, and policy-sensitive billing boundaries.
- Booking States->
Understand the booking states that appear across customer and business workflows.
- Documents and Compliance->
Understand document review, compliance states, and readiness blockers.
- Fees, Deposits, and Credits->
Understand how per-service deposits, cancellation and no-show fees, and credits work, with amounts and rules set by each business.
- Messaging and Notices->
Understand how messages and notices work across support workflows.
- Setup and Onboarding->
Understand how business setup and customer onboarding affect portal readiness.