How do I navigate Inly?

Everything in Inly is reached from the sidebar on the left of your screen. This article goes through each sidebar button from top to bottom, and the tabs you'll find on each page.

The purple + at the top of the sidebar is the quickest way to start something new. It opens What would you like to create? Pick one document, or pick several to bundle them into a single workflow (a flow) for one client.

Click Start with a template to start from something you've already built. To make a reusable template instead of a one-off document, use the link to your Templates Library at the bottom of the page.

Click the magnifying glass to search all of Inly at once. Type a client's name, an invoice number or a project name, and results appear grouped by type: Payments, Invoices, Clients, Contracts, Forms and Flows. Each result shows its status, such as Succeeded, Unpaid, Active or Draft. Click a result to open it, or press Esc to close search.

Home is your dashboard: summary cards for leads, clients, events and bookings, your to-do list, your next payout and a revenue chart. See Understanding my dashboard for a full walkthrough.

Documents holds everything you send to clients. Its own menu has seven pages: Flows, then one page for each document type. Each page has a New button at the top to create that type of document.

A flow is a bundle of documents for one client, such as a proposal, a contract and an invoice sent together. Each flow shows the client and the documents inside it.

Every proposal you've sent, with its client, flow and status. Tabs: Active (waiting for your client to choose and accept), Complete (accepted) and Expired (passed their expiry date without being accepted).

Your invoices and their payment status. Tabs: Active (sent and still waiting for payment) and Complete (paid in full).

Each contract's client, flow, title, number of signatures and status. Tabs: Active (waiting for one or more signatures), Complete (signed by everyone) and Void (cancelled contracts that no longer apply).

Questionnaires you've sent to clients, with the date each was sent. Tabs: Active (sent but not filled in yet) and Complete (your client has submitted it).

Follow-up emails that send themselves, such as payment reminders or check-ins.

The forms you embed on your website so potential clients can get in touch. Each one shows its name, the field types it asks for (for example name, email, phone and event date) and how many fields it has. New submissions appear as leads on your Clients page.

Schedulers are your booking pages. Share a scheduler's link and clients can pick a time for a call, session or appointment without emailing back and forth. Click New Scheduler to set one up.

Payments is where you follow the money: what clients owe, what they've paid and when it reaches your bank. Its menu has four pages.

Every invoice payment, with its client, invoice number, flow, amount and status.

Orders your clients have placed with you. Tabs: Open (still to be delivered) and Fulfilled (delivered and done).

Any refunds you've given, with the client and flow each one belongs to.

Transfers of your Inly earnings to your bank account. Each payout shows the date it arrived, the last four digits of the account it went to, the total and its status.

Clients is your contact list. Each person shows their name, email, business, the date they were added and their status. Click New Client (or New Lead on the Leads tab) to add someone yourself.

Click anyone in the list to open their profile and see all their flows, documents and payments in one place.

Messages is your inbox for client emails. On the left is a list of conversations, newest first, showing each client's name, the date and a preview of the last message. Click one to open it.

An open conversation shows more than emails. It's a timeline of everything that's happened with that client: documents you sent, when they viewed them, payments marked as paid and every reply in between. Write your reply at the bottom.

The Calendar shows a month at a time, with your events, booked appointments and payment due dates on the days they happen. Payments show their amount, and the total due for the month appears next to the month's name.

If you've connected Google Calendar (under Account > Business Settings > Integrations), your Inly events sync there too.

Click your initials at the bottom of the sidebar to open your settings. Your plan (for example PRO) shows under your initials. The Account menu has these pages:

Settings for the business you're currently viewing. If you run several businesses, each one has its own.

Your current Inly plan, billing terms, next billing date and the card on file. Update your card or cancel your plan from here.

Get your personal referral link. Friends who sign up with it get 10% off their first year, and you earn 30% commission (up to $108).

Customize the emails Inly sends to your clients for you. Click any email to edit it.

Reusable building blocks that save you from starting from scratch each time.

Charges, Contracts, Packages and Products each have Active and Archived tabs.

Download your business data. Choose what to export (Payment Records, Clients & Leads, Flows or a PDF Statement), pick a period (a year, a quarter or a single month) and click Download.

Click the purple chat bubble in the bottom-right corner of any page to chat with our team, or email support@inly.com.