Reference
FAQ
Quick answers for common questions.
Go to Teams , click Invite Member, add email and role, then send.
Yes. Go to Expenses and use Import CSV.
Open Discover organizations , find the org, and send a connection request.
Set a repeat schedule once. New task instances are created automatically.
Go to Settings → Public Page Settings and choose logo/colors.
Create products under Products , mark them public, and fulfill cart sales in Store Sales . Rentals use Book now → you confirm → send invoice → fulfill after payment. See Products & Store and Bookings & Calendar.
No. Rentals must be booked with dates from the product page. After you confirm the booking, create or send an invoice so the customer can pay. Recurring-priced products also cannot use the cart — invoice or book them directly.
Yes. The cart supports mixing tickets, physical goods, digital goods, and other one-time products in one checkout. Rentals and recurring products are excluded.
Open Store Sales , filter by product or type, then use Manage fulfillment or the Fulfill link on a sale row.
Summary on the dashboard Patrons card; full list under Subscriptions .
Set 4 percentages in Settings → Financial. They must total 100%.
Work types are labels you use for work logs and labor reports.
Yes. Go to Teams → Role Management . Owner role is fixed.
No. See the Privacy Policy.
Log in to open Support, or email support@seedlingcrm.com.