Get from “how?” to “done.”

Choose Create an action, select an enabled format and write a clear title. Review the options or items before publishing. Copy the saved action link and share it with the intended participants. People open the link to vote, claim items, check tasks or respond in the format you chose. Owners can edit or close their own actions; a closed action stops new responses. Guest ownership depends on the original browser identity, so sign in for durable account access. A forwarded public link can be opened by others; use a private workspace for restricted collaboration.

Open Account and use the management link for the provider that processed your plan purchase. A direct Stripe subscription uses Manage subscription. WooCommerce purchases show orders and available subscription controls. Automatic renewal requires a recurring product, a compatible subscription extension and a gateway that supports recurring charges. A fixed-term order uses manual renewal and ends at its recorded expiry unless another verified payment extends access. Cancellation normally stops the next renewal; check the provider's displayed end date. A pending or failed order does not activate a paid plan. Refunds are processed by the operator through the original payment provider, and access is recalculated from verified billing events. For a disputed charge, send support the order reference without card details.

Pricing displays the operator's current plan capacities and price labels. Account shows your personal plan and usage. Free, Pro and Team have finite allowances for actions, participants, workspace seats, optional AI requests and receipt captures. A private workspace uses its owner's licensed capacity. Upgrading a collaborator's personal account does not increase somebody else's workspace allowance. AI and receipt quotas are monthly and are checked by the server. Archiving is different from deleting an action. A paid plan removes platform advertisements but does not mean unlimited resources. Check the current plan configuration source for the exact numbers rather than relying on an old article.

Sign in and open Teams or Workspaces. An owner creates the workspace, then invites the intended email address with the appropriate role. The invitee signs in using the invited address and accepts the invitation. Owners and authorized editors can manage the work permitted by their role; viewers cannot edit actions. Seat limits include current members and reserved invitations. Expired, revoked or already used invitations need a fresh invitation. Private workspace membership is checked on the server even when someone has the action URL. Review the selected workspace before creating a private action, and use Account to check your personal plan separately.

Sign in with an eligible receipt allowance and open Create an action. Choose a receipt image and Read receipt on this device. The bundled OCR engine reads printed English locally in the browser; blur, handwriting, small text and unusual layouts can produce errors. Review every recognized item, price, currency, tax and tip against the original. Confirm the review checkbox before using the draft in the bill builder. Scanning never publishes an action or moves money. An optional retained image copy is encrypted, restricted to the owner and removed after its short retention period. You can delete a retained capture from Account. An exhausted monthly allowance or invalid file is rejected by the server. Try a sharp, well lit, cropped receipt if recognition is poor.

A dated group plan can collect availability for multiple time options and an RSVP such as going, maybe or declined. Additional guests consume places as well as the named participant. When a going response would exceed the configured capacity it is waitlisted; a waitlisted response is not a confirmed place. Review the saved result and organizer instructions rather than assuming an external booking exists. Update an existing response from the same identity or signed-in account. The organizer can review capacity and saved responses. Availability, RSVP and actual venue confirmation are separate records.

Choose a dated plan and enter real local date and time options with the correct timezone. Participants can indicate availability for more than one option. An organizer may configure a finite supported recurrence and download a calendar file for the saved schedule. Import the ICS file into your calendar and check its timezone and occurrence dates. A downloaded file is a snapshot, not a live subscribed calendar; later edits require a new export and careful update of imported events. Calendar export does not reserve a venue or guarantee attendance.

Create a bill with checked line items, prices, currency, tax and tip. Participants claim the items they ordered, and an item claimed by several people is divided between those claimants. Review unclaimed items and the final totals before arranging settlement. A bill split records calculations; it does not charge cards, collect money or send transfers. A contribution action records non-binding pledges and a product action records preferences, so neither proves money was received or an order placed. Settle separately through an appropriate real payment service.

Eligible organizers can save a reusable action template, apply permitted organizer branding and generate a QR code locally from an action link. A template prepares a new action without copying participant responses. Public actions can provide a read-only embed. A private action does not become publicly embeddable or accessible because it has a QR code. QR codes share the underlying link, so use the correct visibility and membership controls. Review the preview before distributing it, and keep important action instructions readable on phones.

Authorized analytics report recorded action creation, first participation, action closure and verified paid conversion events in the permitted account, workspace or site scope. Repeated updates are different from a new participant. Optional visit measurement requires consent, so a visit total may be incomplete. A closed action is a recorded platform state, not proof of an external booking, payment or successful real-world outcome. Premium exports depend on the applicable plan and role. Private action reports are not public, and a collaborator cannot inspect another account's billing history.

Eligible free or anonymous visitors may see configured responsive platform ad placements after the required optional advertising choice. Essential-only consent prevents optional ad scripts. Paid personal accounts are excluded from platform ads. Ad availability also depends on operator placement settings and the page context; sensitive account, payment and private contexts are excluded. Use the consent controls to review or withdraw optional choices. Withdrawal cannot undo a network request already made while valid consent was active. Subscription benefits concern platform ads and do not control unrelated browser extensions or external sites.

Transactional messages, optional action updates and opted-in marketing are separate. Check Account for your update preference and use the newsletter confirmation and unsubscribe links to control marketing. The platform sends through WordPress wp_mail, so a configured FluentSMTP connection can handle delivery without putting provider credentials in public pages. The administrator should verify the sender, provider, domain authentication and delivery logs on the live host. A queued or accepted message does not prove it arrived in an inbox. Check spam and the exact account address, then contact support with the message time and type. Never share SMTP passwords or API keys in a help question.

Use Sign in and Forgot password to request a recovery email. The response is deliberately generic so it does not reveal whether an address has an account. Open the most recent recovery link and choose a strong password. If authenticator protection is enabled, sign in with the current authenticator code or an unused backup code. Backup codes are secrets and can only be used once. Check the device clock if time-based codes fail. Rate limits may require waiting before another attempt. Support cannot inspect or retrieve your password, and you should never paste a password, backup code or login cookie into chat.

Use a private workspace when participation must be limited to named members. An unlisted action is accessible to people with its link and is different from a membership-protected private action. Public help search contains published public documentation and current plan settings; it cannot inspect your private actions, receipts, support requests or account records. Account and support provide the available data export and deletion routes. Some records may be retained for legal, billing or abuse-prevention reasons under the published policy. Confirm the intended scope before deleting an action or requesting account erasure.

Refresh the page and check that you are using the correct current site address. Sign in again if an expired session prevents an account operation. Try a current browser and temporarily disable a restrictive extension to identify a local issue. Do not repeatedly submit the same billing operation. The help assistant includes public quick guidance even if its normal search connection is blocked. If the problem continues, contact support with the page URL, the exact visible error, browser, approximate time and steps to reproduce. Never include passwords, payment card numbers, recovery codes or a private receipt.

Use the site's Contact page or the published support address. Describe the action you tried, the exact error and the relevant page URL. Include an order reference for billing questions and the approximate time and timezone for email issues. The local help assistant retrieves instructions and cannot inspect an account, change a plan, approve a refund or confirm a payment. A support request is separate from newsletter consent. Share only the information necessary to investigate, without passwords, API keys, card details, private participant responses or recovery codes.