# Welcome to Queue {% embed url="" %} # Services Learn how services work on Queue ## How to add a subscription or one-off service To add a new service whether it's subscription or one-off, go to `All services` using the side navigation and then click `Add service`. There you'll be able to pick the name, description, and payment plan for the service. *Note: You will need to integrate your Stripe account with Queue to do so.* {% embed url="" %} ## How to import services from Stripe You can import all your services/products from Stripe by clicking on `Add Service` from your services page and then `Import from Stripe` at the bottom of the popup. {% embed url="" %} ## Add more services to a project You can add more services to a {% embed url="" %} ## What is a Service Catalog? {% embed url="" %} # Add-ons ## How to create addons {% embed url="" %} # Discounts ## How to create a discount code on Queue {% embed url="" %} # Credit Tracking Track credits with auto renewal if it's a subscription. Add credit tracking to your services or add-ons. Input how much credit is used. {% embed url="" %} # Integrating stripe ## How to integrate your Stripe account {% embed url="" %} How to integrate or remove your Stripe account {% endembed %} There is two ways to do this. First is to go to the dashboard and click `Connect your Stripe` or go to the side navigation on Stripe under the Settings and click `Connect your Stripe`. # Checkout ## How checkout works {% embed url="" %} # Subscriptions How does subscriptions work on Queue? ## How pausing and unpausing works {% embed url="" %} ## How to import active subscriptions from Stripe {% embed url="" %} ## How to add a subscription or one-off service {% embed url="" %} # Upgrading / Downgrading plans ### How to upgrade or downgrade a subscription plan (Stripe only) Upgrading or downgrading a subscription on Queue is easy via the client portal, allowing changes to service levels and automatic payment processing. {% embed url="" %} Upgrade a plan {% endembed %} ### How to change a subscription plan (Stripe only) Here's how you can change the subscription plan that your client is currently on. {% embed url="" %} # Advanced options Learn how to use advanced options to manage subscriptions. Add Free Days to a subscription {% embed url="" %} # Retention Promos Learn how to retain your clients by offering promotions when they unsubscribe. Create a promo to retain your clients on a subscription. Generate a coupon that'll automatically apply when your client goes to unsubscribe. {% embed url="" %} # Referral Program ## How Referral Program works {% embed url="" %} ## Referral Program Overview page {% embed url="" %} # Time Tracking ## How to track time on tasks or manually {% embed url="" %} # Invoices ### Create invoice {% embed url="" %} # Invoices with credit track Create invoices linked to services, including credit tracking, streamlining the billing process. {% embed url="" %} How to video {% endembed %} * 💡 Invoicing made easy: New feature to send invoices tied to services. * 🔄 Credit tracking: Supports tracking credits for services like Webflow design. * 💳 Payment methods: Options for wire transfers, Stripe, or PayPal. * ✅ Payment recording: Effortlessly mark payments as completed for offline payments. * 📈 Taskboard integration: Live updates on credit usage linked to services. # Overview ## Overview {% embed url="" %} # Taskboard ## Client view of taskboard {% embed url="" %} ## Commenting on a task {% embed url="" %} ### Calendar view You can view all of your tasks on a calendar by clicking on the Calendar icon from your dashboard or project taskboard. If you want to add a task to a date, simpliy click on the date and then choose the task. You can also view the task by clicking on the task directly from the calendar (cool, i know!). {% embed url="" %} # Emailed requests Let your clients email you new requests right from their email account. Every workspace is given a special Email that lets you share it with clients for incoming requests. \ \ In the video below, you'll learn how to access your special email to share with clients, check for new incoming requests from email, and how to assign it to a project. {% embed url="" %} # Onboarding Checklist ## How it works {% embed url="" %} # Affiliate Partner ## How it works {% embed url="" %} ## How does client payout their referral reward {% embed url="" %} # Brand Assets ## How Brand Assets work {% embed url="" %} # Reviewing Files ## How to review files {% embed url="" %} # Subscription Management ## How does my client manage their plans? {% embed url="" %} # 3rd Party Snippets ## Install 3rd party snippets or code Great if you want to install Intercom, Google Analytics, or 3rd party chat widgets. It will only appear on the client portal. {% embed url="" %} # Overview ## How it works {% embed url="" %} # Invite Client & Team ## How to invite a client to a project {% embed url="" %} ## How to invite a collaborator or workspace member {% embed url="" %} ## How workspace member and collaborators work {% embed url="" %} # Welcome email This tutorial demonstrates how to set up a welcome email for clients who purchase a service or are invited to a project. It guides through the process of creating an email with a subject line, adding a heading, text, and a button. The email is customized with styling, such as black text on a white background, and can be previewed on various devices. The final step includes setting the button URL to the client portal and publishing the email for automatic delivery. {% embed url="" %} # Taskboard ## How the taskboard works {% embed url="" %} ## How to create a taskboard template {% embed url="" %} ## Client view of taskboard {% embed url="" %} # Task Forms ## How Task Forms work {% embed url="" %} ## How to submit a new task {% embed url="" %} # Auto assign teammates You can automate task assignments using Task Forms. Assign a member of your team to a Task Form and when clients submits it, it'll automatically assign the member to it. If the member isn't workspace member or isn't in the project, then we'll automatically add them as a collaborator to the project. {% embed url="" %} # Task Templates and recurring Turn a task into a template to reuse or make it a recurring task. ### Task Templates {% embed url="" %} # Import from Trello Importing from Trello take less than 3 minutes. Create a new project, add your Trello integration, and then you can import the entire board to the project. We'll even grab the comments. {% embed url="" %} # Files ## How to upload files {% embed url="" %} ## How to get feedback on images and videos {% embed url="" %} ## How to reply to comments {% embed url="" %} ## Request files You can request files from clients from the Files tab or from a specific tag. If you request it from files tab, you can optionally choose which folder or task it uploads to. Choosing to request a file from a task will automatically select that task as the default file(s) location. {% embed url="" %} # Version control If you're creating multiple revisions and want to keep your files organized, we recommend using version control. Drag-n-drop a file on top of another to add the latest version and if you're client views an old one, we'll let them know there's a new one available. {% embed url="" %} # Website Feedback ## How to review websites {% embed url="" %} # Google Drive files ## How to add Google Drive files {% embed url="" %} # Services # Embedding Learn how to embed 3rd party apps into your project. ## How to embed a 3rd party website Embeds will show up for you and your client as a new tab. You can add a URL or an iframe embed that's provided to you by the 3rd party website. Not all websites has or allows embedding, so you should check the preview before expecing it to work. \ \ If you want to embed Notion, you will need to use a 3rd party application such as . Once you add your page to that website, they will provide an emebed code which you can paste on Queue. {% embed url="" %} # Integrations ## Slack How to add Slack notifications to your project. You'll need to add the integration for every new project. {% embed url="" %} # ClickUp {% embed url="" %} # Notifications ## Email Logs Queue sends emails for important notifications. Such as new tasks, task comments, emoji reactions, and more. We also send in-app notifications as well. If you'd like to see the email notifications your client has received, you can do so by going to to Email Logs to view them. Please note that the Email Log feature was enabled after June 28th, 2024. So any emails sent prior, will not appear on the Email Logs. {% embed url="" %} ## Notification settings You can modify the notifications you receive by going to notification settings. Modify email, in-app, and SMS notifications. If you'd like to disable SMS notifications, remove your phone number. {% embed url="" %} # Custom domain ### Add a custom domain Learn how to set up a custom domain for your Q account by managing DNS records and verifying the connection. {% embed url="" %}