Articles on: For clients

Buy a service

Besides sending requests, you can buy the business's services in the portal: a fixed-price project, a package you pay for every month, or a session you book once. Everything you can buy is on the Front Desk.


The Front Desk: New Request (1) for anything that is not on the list, and the services you can buy (2).


Choose a service


  1. Open Front Desk in the sidebar. You can also start from Order service on your dashboard, or from a link the business sent you.
  2. Pick a service. Each card shows its name, a short description and the starting price.
  3. Read the service page: what is included, and what happens after you buy it.
  4. If the service has several packages, choose one under Choose a plan. Switch between Monthly and Yearly to see the price of each billing cycle. The package marked, for example, Most popular is the one the business recommends.


If you are not sure what you need, select New Request on the Front Desk instead and describe it. The business can then send you a quote. See Send a request.


Check out


The Checkout details on the right of the service page collect what the business needs:


A service with packages: Choose a plan with Monthly and Yearly (4), the Checkout details with your billing details (5), the payment method (6), the Order Summary (7) and Fill in the order form (8).


  1. Billing details are printed on your invoice. Select Edit billing details to change your name, company, address or tax number. If you buy for your team, the team's billing details are used. See Work together as a team.
  2. Choose the Payment method: card payment, or a method such as a bank transfer or PayPal, if the business offers one.
  3. Check the Order Summary: the package, the Total due today, and for a subscription what you pay after that, for example then $250.00/mo.
  4. If the business asks for details before it starts, select Fill in the order form and answer the questions.
  5. Select Continue to payment.


After you pay


  • With a card, you pay on a secure checkout page and come back to the portal. The order appears in Orders straight away.
  • With a bank transfer or another manual method, you see the business's payment instructions. Pay as described, then select I've paid so the business knows to look for the money. Until the payment is confirmed, the order shows Awaiting payment and waits for you under Awaiting you. See Pay quotes and invoices.
  • With a free trial, nothing is charged until the trial ends.


Depending on the service, buying it can open a request right away, unlock new request types you can send, or add an onboarding card to your dashboard with the next steps. Every order, with its quotes and invoices, stays in Orders.


Manage what you bought


Open the order in Orders to see its status, its payments and its documents. For a subscription, the order is also where you can pause or cancel it, if the business allows it. See Pay quotes and invoices.



Updated on: 09/11/2026

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