{
 "name": "RelayLeads Help",
 "url": "https://help.relayleads.io/",
 "updated": "2026-10-10",
 "contact": "hello@relayleads.io",
 "howTos": [
  {
   "id": "get-started",
   "url": "https://help.relayleads.io/get-started",
   "title": "Get started with RelayLeads",
   "group": "Get started",
   "summary": "Welcome to RelayLeads. Here are the first three things to do.",
   "result": "That is it. You are ready to take bookings.",
   "seconds": 97,
   "video": "https://help.relayleads.io/media/get-started.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/get-started.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Two connections, then your link",
     "text": "You need two connections, and then your booking link.",
     "startsAt": 5.8,
     "image": "https://help.relayleads.io/media/steps/get-started-01.jpg",
     "url": "https://help.relayleads.io/get-started#step-1"
    },
    {
     "position": 2,
     "name": "Open Settings, then Connections",
     "text": "Open Settings, then Connections.",
     "startsAt": 9.4,
     "image": "https://help.relayleads.io/media/steps/get-started-02.jpg",
     "url": "https://help.relayleads.io/get-started#step-2"
    },
    {
     "position": 3,
     "name": "Payments first — tap Connect",
     "text": "Start with Payments. Tap Connect.",
     "startsAt": 13.3,
     "image": "https://help.relayleads.io/media/steps/get-started-03.jpg",
     "url": "https://help.relayleads.io/get-started#step-3"
    },
    {
     "position": 4,
     "name": "Tap Connect with Square",
     "text": "Tap Connect with Square.",
     "startsAt": 16.2,
     "image": "https://help.relayleads.io/media/steps/get-started-04.jpg",
     "url": "https://help.relayleads.io/get-started#step-4"
    },
    {
     "position": 5,
     "name": "Sign in to Square, and you’re connected",
     "text": "Sign in to your Square account, and you are connected.",
     "startsAt": 18.4,
     "image": "https://help.relayleads.io/media/steps/get-started-05.jpg",
     "url": "https://help.relayleads.io/get-started#step-5"
    },
    {
     "position": 6,
     "name": "Customers pay by Square invoice",
     "text": "Your customers pay by Square invoice, and the booking confirms once it is paid.",
     "startsAt": 24.8,
     "image": "https://help.relayleads.io/media/steps/get-started-06.jpg",
     "url": "https://help.relayleads.io/get-started#step-6"
    },
    {
     "position": 7,
     "name": "Set the deposit they pay to book",
     "text": "Turn on Require a deposit, and choose how much they pay up front. The rest is billed when you close the job.",
     "startsAt": 30,
     "image": "https://help.relayleads.io/media/steps/get-started-07.jpg",
     "url": "https://help.relayleads.io/get-started#step-7"
    },
    {
     "position": 8,
     "name": "That invoice sends itself",
     "text": "With auto-send on, that deposit invoice goes out by itself, the moment they book.",
     "startsAt": 36.6,
     "image": "https://help.relayleads.io/media/steps/get-started-08.jpg",
     "url": "https://help.relayleads.io/get-started#step-8"
    },
    {
     "position": 9,
     "name": "Next, your calendar",
     "text": "Next, your calendar.",
     "startsAt": 42,
     "image": "https://help.relayleads.io/media/steps/get-started-09.jpg",
     "url": "https://help.relayleads.io/get-started#step-9"
    },
    {
     "position": 10,
     "name": "Tap Connect with Google Calendar",
     "text": "Tap Connect with Google Calendar.",
     "startsAt": 48.6,
     "image": "https://help.relayleads.io/media/steps/get-started-10.jpg",
     "url": "https://help.relayleads.io/get-started#step-10"
    },
    {
     "position": 11,
     "name": "Sign in to Google — bookings land there",
     "text": "Sign in to Google, and your bookings land on your calendar.",
     "startsAt": 51.2,
     "image": "https://help.relayleads.io/media/steps/get-started-11.jpg",
     "url": "https://help.relayleads.io/get-started#step-11"
    },
    {
     "position": 12,
     "name": "Last: your Relay link",
     "text": "Last, your Relay link. It is at the top of your dashboard.",
     "startsAt": 57.5,
     "image": "https://help.relayleads.io/media/steps/get-started-12.jpg",
     "url": "https://help.relayleads.io/get-started#step-12"
    },
    {
     "position": 13,
     "name": "Copy it, or tap Share Link",
     "text": "Copy it, or tap Share Link, and put it everywhere your customers find you.",
     "startsAt": 66.1,
     "image": "https://help.relayleads.io/media/steps/get-started-13.jpg",
     "url": "https://help.relayleads.io/get-started#step-13"
    },
    {
     "position": 14,
     "name": "It opens your own website",
     "text": "It opens your own website.",
     "startsAt": 71,
     "image": "https://help.relayleads.io/media/steps/get-started-14.jpg",
     "url": "https://help.relayleads.io/get-started#step-14"
    },
    {
     "position": 15,
     "name": "Your services, your story…",
     "text": "Customers see your services, how you work, and why to choose you.",
     "startsAt": 78.6,
     "image": "https://help.relayleads.io/media/steps/get-started-15.jpg",
     "url": "https://help.relayleads.io/get-started#step-15"
    },
    {
     "position": 16,
     "name": "…and the form customers book from",
     "text": "And right there is the form they book from.",
     "startsAt": 85.6,
     "image": "https://help.relayleads.io/media/steps/get-started-16.jpg",
     "url": "https://help.relayleads.io/get-started#step-16"
    }
   ]
  },
  {
   "id": "turn-on-alerts",
   "url": "https://help.relayleads.io/turn-on-alerts",
   "title": "Get an alert for every new lead",
   "group": "Get started",
   "summary": "Here is how to get an alert the moment a new lead comes in.",
   "result": "Now every new lead buzzes your phone.",
   "seconds": 26,
   "video": "https://help.relayleads.io/media/turn-on-alerts.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/turn-on-alerts.mp4",
   "steps": [
    {
     "position": 1,
     "name": "iPhone: add to Home Screen first",
     "text": "If you are on an iPhone, add RelayLeads to your Home Screen first.",
     "startsAt": 5.3,
     "image": "https://help.relayleads.io/media/steps/turn-on-alerts-01.jpg",
     "url": "https://help.relayleads.io/turn-on-alerts#step-1"
    },
    {
     "position": 2,
     "name": "Find Alerts on your dashboard",
     "text": "On your dashboard, find the Alerts switch at the top.",
     "startsAt": 10,
     "image": "https://help.relayleads.io/media/steps/turn-on-alerts-02.jpg",
     "url": "https://help.relayleads.io/turn-on-alerts#step-2"
    },
    {
     "position": 3,
     "name": "Switch Alerts on",
     "text": "Switch Alerts on.",
     "startsAt": 13.8,
     "image": "https://help.relayleads.io/media/steps/turn-on-alerts-03.jpg",
     "url": "https://help.relayleads.io/turn-on-alerts#step-3"
    },
    {
     "position": 4,
     "name": "Tap Allow when your phone asks",
     "text": "When your phone asks, tap Allow.",
     "startsAt": 16.2,
     "image": "https://help.relayleads.io/media/steps/turn-on-alerts-04.jpg",
     "url": "https://help.relayleads.io/turn-on-alerts#step-4"
    }
   ]
  },
  {
   "id": "set-your-brand-color",
   "url": "https://help.relayleads.io/set-your-brand-color",
   "title": "Put your brand on your site",
   "group": "Get started",
   "summary": "Here is how to put your brand on your site.",
   "result": "Your brand is on every page.",
   "seconds": 34,
   "video": "https://help.relayleads.io/media/set-your-brand-color.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/set-your-brand-color.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Account",
     "text": "From your dashboard, open Settings, then Account.",
     "startsAt": 4.5,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-01.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-1"
    },
    {
     "position": 2,
     "name": "Find Brand colors",
     "text": "Scroll to Brand colors.",
     "startsAt": 8.5,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-02.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-2"
    },
    {
     "position": 3,
     "name": "Enter your brand color",
     "text": "Enter your brand color.",
     "startsAt": 11,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-03.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-3"
    },
    {
     "position": 4,
     "name": "Add a tagline",
     "text": "Add a tagline if you have one.",
     "startsAt": 14.6,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-04.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-4"
    },
    {
     "position": 5,
     "name": "Save",
     "text": "Save.",
     "startsAt": 18.4,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-05.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-5"
    },
    {
     "position": 6,
     "name": "Your website wears it",
     "text": "Your website picks up the new color straight away.",
     "startsAt": 21.1,
     "image": "https://help.relayleads.io/media/steps/set-your-brand-color-06.jpg",
     "url": "https://help.relayleads.io/set-your-brand-color#step-6"
    }
   ]
  },
  {
   "id": "set-up-scheduling",
   "url": "https://help.relayleads.io/set-up-scheduling",
   "title": "Set up your scheduling",
   "group": "Scheduling and your booking form",
   "summary": "Here is how to set up your scheduling in RelayLeads.",
   "result": "That is it. Your scheduling is set up.",
   "seconds": 33,
   "video": "https://help.relayleads.io/media/set-up-scheduling.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/set-up-scheduling.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Scheduling",
     "text": "From your dashboard, open Settings, then Scheduling.",
     "startsAt": 5.2,
     "image": "https://help.relayleads.io/media/steps/set-up-scheduling-01.jpg",
     "url": "https://help.relayleads.io/set-up-scheduling#step-1"
    },
    {
     "position": 2,
     "name": "Appointments: an exact start time",
     "text": "Appointments let customers pick an exact start time, inside the hours you are open.",
     "startsAt": 9.5,
     "image": "https://help.relayleads.io/media/steps/set-up-scheduling-02.jpg",
     "url": "https://help.relayleads.io/set-up-scheduling#step-2"
    },
    {
     "position": 3,
     "name": "Time windows: blocks you define",
     "text": "Time windows offer blocks you define, like a morning or an afternoon.",
     "startsAt": 15,
     "image": "https://help.relayleads.io/media/steps/set-up-scheduling-03.jpg",
     "url": "https://help.relayleads.io/set-up-scheduling#step-3"
    },
    {
     "position": 4,
     "name": "Add a block and name it",
     "text": "To offer another block, add one and give it a name.",
     "startsAt": 19.8,
     "image": "https://help.relayleads.io/media/steps/set-up-scheduling-04.jpg",
     "url": "https://help.relayleads.io/set-up-scheduling#step-4"
    },
    {
     "position": 5,
     "name": "Save",
     "text": "Then save.",
     "startsAt": 25.7,
     "image": "https://help.relayleads.io/media/steps/set-up-scheduling-05.jpg",
     "url": "https://help.relayleads.io/set-up-scheduling#step-5"
    }
   ]
  },
  {
   "id": "price-a-service",
   "url": "https://help.relayleads.io/price-a-service",
   "title": "Price a service on your booking form",
   "group": "Scheduling and your booking form",
   "summary": "Here is how to put a price on a service in your booking form.",
   "result": "Your price is live.",
   "seconds": 35,
   "video": "https://help.relayleads.io/media/price-a-service.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/price-a-service.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Booking Form",
     "text": "From your dashboard, open Settings, then Booking Form.",
     "startsAt": 5.4,
     "image": "https://help.relayleads.io/media/steps/price-a-service-01.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-1"
    },
    {
     "position": 2,
     "name": "Tap Edit",
     "text": "Tap Edit.",
     "startsAt": 9.6,
     "image": "https://help.relayleads.io/media/steps/price-a-service-02.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-2"
    },
    {
     "position": 3,
     "name": "Tap Add price on a service",
     "text": "Find the service, and tap Add price.",
     "startsAt": 11.8,
     "image": "https://help.relayleads.io/media/steps/price-a-service-03.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-3"
    },
    {
     "position": 4,
     "name": "Enter what you charge",
     "text": "Enter what you charge.",
     "startsAt": 15,
     "image": "https://help.relayleads.io/media/steps/price-a-service-04.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-4"
    },
    {
     "position": 5,
     "name": "Tap Done, then Save",
     "text": "Tap Done, then Save.",
     "startsAt": 18.3,
     "image": "https://help.relayleads.io/media/steps/price-a-service-05.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-5"
    },
    {
     "position": 6,
     "name": "Customers see it when they choose",
     "text": "On your website, customers see the price as soon as they choose that service.",
     "startsAt": 21.8,
     "image": "https://help.relayleads.io/media/steps/price-a-service-06.jpg",
     "url": "https://help.relayleads.io/price-a-service#step-6"
    }
   ]
  },
  {
   "id": "build-your-booking-form",
   "url": "https://help.relayleads.io/build-your-booking-form",
   "title": "Build your booking form",
   "group": "Scheduling and your booking form",
   "summary": "Here is how to add your own question to your booking form.",
   "result": "Your form now asks exactly what you need.",
   "seconds": 57,
   "video": "https://help.relayleads.io/media/build-your-booking-form.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/build-your-booking-form.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Booking Form",
     "text": "From your dashboard, open Settings, then Booking Form.",
     "startsAt": 5.1,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-01.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-1"
    },
    {
     "position": 2,
     "name": "Tap Edit",
     "text": "Tap Edit.",
     "startsAt": 9.2,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-02.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-2"
    },
    {
     "position": 3,
     "name": "Pick the step to build",
     "text": "Pick the step you want to add to.",
     "startsAt": 11.6,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-03.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-3"
    },
    {
     "position": 4,
     "name": "Add a field and ask your question",
     "text": "Add a field, and type the question you want to ask.",
     "startsAt": 15.1,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-04.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-4"
    },
    {
     "position": 5,
     "name": "Choose the field type",
     "text": "Choose a field type. There is text, choices, yes or no, numbers, dates and more.",
     "startsAt": 19.6,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-05.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-5"
    },
    {
     "position": 6,
     "name": "Type the choices",
     "text": "For a dropdown, type the choices.",
     "startsAt": 26.6,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-06.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-6"
    },
    {
     "position": 7,
     "name": "Make it required, then Add field",
     "text": "Make it required if you need an answer, then tap Add field.",
     "startsAt": 31.4,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-07.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-7"
    },
    {
     "position": 8,
     "name": "Save",
     "text": "Save.",
     "startsAt": 35.6,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-08.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-8"
    },
    {
     "position": 9,
     "name": "Your customer sees it right away",
     "text": "Your customer sees the new question on your website right away.",
     "startsAt": 37.8,
     "image": "https://help.relayleads.io/media/steps/build-your-booking-form-09.jpg",
     "url": "https://help.relayleads.io/build-your-booking-form#step-9"
    }
   ]
  },
  {
   "id": "make-questions-repeatable",
   "url": "https://help.relayleads.io/make-questions-repeatable",
   "title": "Ask the same questions for every item",
   "group": "Scheduling and your booking form",
   "summary": "Here is how to ask the same questions for every item a customer has.",
   "result": "Every item gets its own answers.",
   "seconds": 47,
   "video": "https://help.relayleads.io/media/make-questions-repeatable.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/make-questions-repeatable.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Booking Form",
     "text": "From your dashboard, open Settings, then Booking Form.",
     "startsAt": 6.1,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-01.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-1"
    },
    {
     "position": 2,
     "name": "Tap Edit, then pick the step",
     "text": "Tap Edit, and pick the step.",
     "startsAt": 10.2,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-02.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-2"
    },
    {
     "position": 3,
     "name": "Tap Make questions repeatable",
     "text": "Tap Make questions repeatable.",
     "startsAt": 14.8,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-03.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-3"
    },
    {
     "position": 4,
     "name": "Name the group and one item",
     "text": "Name the group, and say what one item is called.",
     "startsAt": 17.3,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-04.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-4"
    },
    {
     "position": 5,
     "name": "Tick the questions to repeat",
     "text": "Tick the questions you want asked for each item.",
     "startsAt": 21.4,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-05.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-5"
    },
    {
     "position": 6,
     "name": "Tap Make repeatable",
     "text": "Tap Make repeatable.",
     "startsAt": 24.6,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-06.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-6"
    },
    {
     "position": 7,
     "name": "Customers get one card per item",
     "text": "On your website, customers get one card per item.",
     "startsAt": 27.6,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-07.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-7"
    },
    {
     "position": 8,
     "name": "They add a card for each one",
     "text": "They add a card for each one, and answer it separately.",
     "startsAt": 37.4,
     "image": "https://help.relayleads.io/media/steps/make-questions-repeatable-08.jpg",
     "url": "https://help.relayleads.io/make-questions-repeatable#step-8"
    }
   ]
  },
  {
   "id": "set-your-deposit",
   "url": "https://help.relayleads.io/set-your-deposit",
   "title": "Take a deposit when customers book",
   "group": "Scheduling and your booking form",
   "summary": "Here is how to take a deposit when a customer books.",
   "result": "A deposit now holds every booking.",
   "seconds": 39,
   "video": "https://help.relayleads.io/media/set-your-deposit.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/set-your-deposit.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Connections",
     "text": "From your dashboard, open Settings, then Connections.",
     "startsAt": 5.1,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-01.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-1"
    },
    {
     "position": 2,
     "name": "Open Payments",
     "text": "Open Payments.",
     "startsAt": 9.1,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-02.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-2"
    },
    {
     "position": 3,
     "name": "Switch on Require a deposit",
     "text": "Switch on Require a deposit.",
     "startsAt": 11.6,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-03.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-3"
    },
    {
     "position": 4,
     "name": "Choose how much",
     "text": "Choose how much. Here, twenty five percent.",
     "startsAt": 14.1,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-04.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-4"
    },
    {
     "position": 5,
     "name": "Save",
     "text": "Save.",
     "startsAt": 18.7,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-05.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-5"
    },
    {
     "position": 6,
     "name": "Customers see what is due today",
     "text": "On your website, customers see exactly what is due today before they book.",
     "startsAt": 21.1,
     "image": "https://help.relayleads.io/media/steps/set-your-deposit-06.jpg",
     "url": "https://help.relayleads.io/set-your-deposit#step-6"
    }
   ]
  },
  {
   "id": "respond-to-a-new-lead",
   "url": "https://help.relayleads.io/respond-to-a-new-lead",
   "title": "Respond to a new lead",
   "group": "Leads and jobs",
   "summary": "Here is what to do when a new lead comes in.",
   "result": "That is how you reach every lead in seconds.",
   "seconds": 28,
   "video": "https://help.relayleads.io/media/respond-to-a-new-lead.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/respond-to-a-new-lead.mp4",
   "steps": [
    {
     "position": 1,
     "name": "New leads land under Leads",
     "text": "New leads land on your dashboard, under Leads.",
     "startsAt": 4.6,
     "image": "https://help.relayleads.io/media/steps/respond-to-a-new-lead-01.jpg",
     "url": "https://help.relayleads.io/respond-to-a-new-lead#step-1"
    },
    {
     "position": 2,
     "name": "The blue dot means unread — open it",
     "text": "A blue dot means you have not opened it yet. Tap it.",
     "startsAt": 8.3,
     "image": "https://help.relayleads.io/media/steps/respond-to-a-new-lead-02.jpg",
     "url": "https://help.relayleads.io/respond-to-a-new-lead#step-2"
    },
    {
     "position": 3,
     "name": "Call, text or send your booking link",
     "text": "From here you can call, text, or send your booking link.",
     "startsAt": 12.4,
     "image": "https://help.relayleads.io/media/steps/respond-to-a-new-lead-03.jpg",
     "url": "https://help.relayleads.io/respond-to-a-new-lead#step-3"
    },
    {
     "position": 4,
     "name": "Next Step says what to do now",
     "text": "Next Step tells you what to do now.",
     "startsAt": 16.6,
     "image": "https://help.relayleads.io/media/steps/respond-to-a-new-lead-04.jpg",
     "url": "https://help.relayleads.io/respond-to-a-new-lead#step-4"
    },
    {
     "position": 5,
     "name": "Scroll down for their details",
     "text": "Scroll down for the customer’s details.",
     "startsAt": 19.8,
     "image": "https://help.relayleads.io/media/steps/respond-to-a-new-lead-05.jpg",
     "url": "https://help.relayleads.io/respond-to-a-new-lead#step-5"
    }
   ]
  },
  {
   "id": "know-your-next-step",
   "url": "https://help.relayleads.io/know-your-next-step",
   "title": "Know your next step on every lead",
   "group": "Leads and jobs",
   "summary": "Every lead in RelayLeads has a Next Step. Here is how to read it.",
   "result": "One clear move, for every lead.",
   "seconds": 42,
   "video": "https://help.relayleads.io/media/know-your-next-step.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/know-your-next-step.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open any lead to see its Next Step",
     "text": "Open any lead, and look for Next Step.",
     "startsAt": 6.2,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-01.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-1"
    },
    {
     "position": 2,
     "name": "New quote request Create Payment",
     "text": "On a new quote request, the next step is Create Payment.",
     "startsAt": 9.5,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-02.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-2"
    },
    {
     "position": 3,
     "name": "Deposit not paid yet Nudge to Pay",
     "text": "When a deposit has not been paid, it is Nudge to Pay.",
     "startsAt": 14.2,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-03.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-3"
    },
    {
     "position": 4,
     "name": "The clock nudges for you if you wait",
     "text": "The clock shows when RelayLeads will send that nudge for you.",
     "startsAt": 19.6,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-04.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-4"
    },
    {
     "position": 5,
     "name": "Paid and scheduled Start Job",
     "text": "Once a job is paid and scheduled, it is Start Job.",
     "startsAt": 25.5,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-05.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-5"
    },
    {
     "position": 6,
     "name": "The arrow holds the other moves",
     "text": "The arrow beside it holds your other moves, like reschedule or cancel.",
     "startsAt": 31,
     "image": "https://help.relayleads.io/media/steps/know-your-next-step-06.jpg",
     "url": "https://help.relayleads.io/know-your-next-step#step-6"
    }
   ]
  },
  {
   "id": "run-a-job",
   "url": "https://help.relayleads.io/run-a-job",
   "title": "Start a job and send the final bill",
   "group": "Leads and jobs",
   "summary": "Here is how to start a job, and send the final bill when it is done.",
   "result": "Job closed. Final bill sent.",
   "seconds": 54,
   "video": "https://help.relayleads.io/media/run-a-job.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/run-a-job.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Today’s job — its deposit is paid",
     "text": "This is today’s job. The deposit is already paid.",
     "startsAt": 6.3,
     "image": "https://help.relayleads.io/media/steps/run-a-job-01.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-1"
    },
    {
     "position": 2,
     "name": "Open it and tap Start Job",
     "text": "Open it, and tap Start Job.",
     "startsAt": 10.2,
     "image": "https://help.relayleads.io/media/steps/run-a-job-02.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-2"
    },
    {
     "position": 3,
     "name": "You get 5 seconds to undo",
     "text": "You get five seconds to undo.",
     "startsAt": 14.6,
     "image": "https://help.relayleads.io/media/steps/run-a-job-03.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-3"
    },
    {
     "position": 4,
     "name": "Work done? Tap Close Job",
     "text": "When the work is done, tap Close Job.",
     "startsAt": 19.8,
     "image": "https://help.relayleads.io/media/steps/run-a-job-04.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-4"
    },
    {
     "position": 5,
     "name": "See what’s paid and what’s owed",
     "text": "You will see what has been paid, and what is still owed.",
     "startsAt": 23.1,
     "image": "https://help.relayleads.io/media/steps/run-a-job-05.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-5"
    },
    {
     "position": 6,
     "name": "Add any final line items",
     "text": "Add any final line items, like supplies.",
     "startsAt": 27.7,
     "image": "https://help.relayleads.io/media/steps/run-a-job-06.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-6"
    },
    {
     "position": 7,
     "name": "Review, then send the invoice",
     "text": "Review it, then send the invoice.",
     "startsAt": 37.5,
     "image": "https://help.relayleads.io/media/steps/run-a-job-07.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-7"
    },
    {
     "position": 8,
     "name": "Square sends it — they pay by phone",
     "text": "Square sends it to your customer, and they pay from their phone.",
     "startsAt": 44.6,
     "image": "https://help.relayleads.io/media/steps/run-a-job-08.jpg",
     "url": "https://help.relayleads.io/run-a-job#step-8"
    }
   ]
  },
  {
   "id": "turn-on-automations",
   "url": "https://help.relayleads.io/turn-on-automations",
   "title": "Let RelayLeads chase for you",
   "group": "Leads and jobs",
   "summary": "Here is how RelayLeads chases unpaid invoices and follow ups for you.",
   "result": "Now unpaid invoices get chased for you.",
   "seconds": 40,
   "video": "https://help.relayleads.io/media/turn-on-automations.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/turn-on-automations.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Open Settings, then Connections",
     "text": "From your dashboard, open Settings, then Connections.",
     "startsAt": 6.7,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-01.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-1"
    },
    {
     "position": 2,
     "name": "Open Automations",
     "text": "Open Automations.",
     "startsAt": 10.9,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-02.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-2"
    },
    {
     "position": 3,
     "name": "Four nudges run on their own",
     "text": "Four automations run on their own: invoice chase, lead follow up, job reminder, and hold expiry.",
     "startsAt": 13.4,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-03.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-3"
    },
    {
     "position": 4,
     "name": "Tap ⓘ to see what one does",
     "text": "Tap the info button to see what each one does.",
     "startsAt": 21,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-04.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-4"
    },
    {
     "position": 5,
     "name": "Pick nudges per unpaid invoice",
     "text": "Choose how many times to be nudged about an unpaid invoice.",
     "startsAt": 26.9,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-05.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-5"
    },
    {
     "position": 6,
     "name": "Save",
     "text": "Save.",
     "startsAt": 30.9,
     "image": "https://help.relayleads.io/media/steps/turn-on-automations-06.jpg",
     "url": "https://help.relayleads.io/turn-on-automations#step-6"
    }
   ]
  },
  {
   "id": "what-your-customer-sees",
   "url": "https://help.relayleads.io/what-your-customer-sees",
   "title": "What your customer sees",
   "group": "Your customer’s side",
   "summary": "Here is what your customer sees after they book.",
   "result": "Your customer always knows what is next.",
   "seconds": 47,
   "video": "https://help.relayleads.io/media/what-your-customer-sees.square.mp4",
   "videoPortrait": "https://help.relayleads.io/media/what-your-customer-sees.mp4",
   "steps": [
    {
     "position": 1,
     "name": "Every booking gets its own page",
     "text": "Every booking gets its own status page.",
     "startsAt": 4.8,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-01.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-1"
    },
    {
     "position": 2,
     "name": "Booked: date, total and deposit",
     "text": "It shows their date, the total, and the deposit they paid.",
     "startsAt": 7.6,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-02.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-2"
    },
    {
     "position": 3,
     "name": "Heading out? Tap On my way…",
     "text": "When you are heading out, tap On my way.",
     "startsAt": 14.9,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-03.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-3"
    },
    {
     "position": 4,
     "name": "Pick when you’ll arrive",
     "text": "Pick when you will arrive.",
     "startsAt": 23.6,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-04.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-4"
    },
    {
     "position": 5,
     "name": "They see you’re on the way",
     "text": "Your customer sees that you are on the way, and when to expect you.",
     "startsAt": 26.7,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-05.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-5"
    },
    {
     "position": 6,
     "name": "When you close the job…",
     "text": "And when you close the job,",
     "startsAt": 33.3,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-06.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-6"
    },
    {
     "position": 7,
     "name": "They pay the final invoice here",
     "text": "they pay the final invoice right from that page.",
     "startsAt": 37.9,
     "image": "https://help.relayleads.io/media/steps/what-your-customer-sees-07.jpg",
     "url": "https://help.relayleads.io/what-your-customer-sees#step-7"
    }
   ]
  }
 ],
 "faqs": [
  {
   "group": "Getting connected",
   "question": "What do I need to connect before I can take bookings?",
   "answer": "Two things, both under Settings, then Connections: Square, so customers can pay, and Google Calendar, so bookings land on your calendar. After that, share your Relay link.",
   "url": "https://help.relayleads.io/faq#what-do-i-need-to-connect-before-i-can-take-bookings",
   "howTos": [
    "https://help.relayleads.io/get-started"
   ]
  },
  {
   "group": "Getting connected",
   "question": "Where do I find my booking link?",
   "answer": "Your Relay link is at the top of your dashboard. Copy it, or tap Share Link. It opens your own website, with your services and the form customers book from.",
   "url": "https://help.relayleads.io/faq#where-do-i-find-my-booking-link",
   "howTos": [
    "https://help.relayleads.io/get-started"
   ]
  },
  {
   "group": "Getting connected",
   "question": "Why am I not getting alerts on my iPhone?",
   "answer": "On an iPhone, add RelayLeads to your Home Screen first. Then open it from the Home Screen, switch Alerts on at the top of your dashboard, and tap Allow when your phone asks.",
   "url": "https://help.relayleads.io/faq#why-am-i-not-getting-alerts-on-my-iphone",
   "howTos": [
    "https://help.relayleads.io/turn-on-alerts"
   ]
  },
  {
   "group": "Getting connected",
   "question": "How do I put my brand on my website?",
   "answer": "Open Settings, then Account, and scroll to Brand colors. Enter your brand color, add a tagline if you have one, and save. Your website picks up the new color straight away.",
   "url": "https://help.relayleads.io/faq#how-do-i-put-my-brand-on-my-website",
   "howTos": [
    "https://help.relayleads.io/set-your-brand-color"
   ]
  },
  {
   "group": "Payments and deposits",
   "question": "How do customers pay?",
   "answer": "With Invoice billing, your customer gets a Square invoice, and the booking confirms once it is paid. Payments run through your own Square account.",
   "url": "https://help.relayleads.io/faq#how-do-customers-pay",
   "howTos": [
    "https://help.relayleads.io/get-started",
    "https://help.relayleads.io/set-your-deposit"
   ]
  },
  {
   "group": "Payments and deposits",
   "question": "Can I take a deposit instead of the full amount?",
   "answer": "Yes. Open Settings, then Connections, then Payments, and switch on Require a deposit. Choose a percentage of the quote or a flat amount. The rest is billed when you close the job.",
   "url": "https://help.relayleads.io/faq#can-i-take-a-deposit-instead-of-the-full-amount",
   "howTos": [
    "https://help.relayleads.io/set-your-deposit",
    "https://help.relayleads.io/get-started"
   ]
  },
  {
   "group": "Payments and deposits",
   "question": "Do I have to send the deposit invoice myself?",
   "answer": "No. With Auto-send the deposit invoice switched on, the invoice goes out by itself the moment a customer books.",
   "url": "https://help.relayleads.io/faq#do-i-have-to-send-the-deposit-invoice-myself",
   "howTos": [
    "https://help.relayleads.io/get-started"
   ]
  },
  {
   "group": "Payments and deposits",
   "question": "How do I bill for extras at the end of a job?",
   "answer": "Tap Close Job. You will see what has been paid and what is still owed, and you can add final line items, like supplies, before you send the invoice. Square sends it to your customer.",
   "url": "https://help.relayleads.io/faq#how-do-i-bill-for-extras-at-the-end-of-a-job",
   "howTos": [
    "https://help.relayleads.io/run-a-job"
   ]
  },
  {
   "group": "Payments and deposits",
   "question": "I tapped Start Job by mistake. Can I undo it?",
   "answer": "Yes. After you tap Start Job you get five seconds to undo.",
   "url": "https://help.relayleads.io/faq#i-tapped-start-job-by-mistake-can-i-undo-it",
   "howTos": [
    "https://help.relayleads.io/run-a-job"
   ]
  },
  {
   "group": "Scheduling and your booking form",
   "question": "What is the difference between appointments and time windows?",
   "answer": "Appointments let customers pick an exact start time, inside the hours you are open. Time windows offer blocks you define, like a morning or an afternoon. You can add your own blocks and name them.",
   "url": "https://help.relayleads.io/faq#what-is-the-difference-between-appointments-and-time-windows",
   "howTos": [
    "https://help.relayleads.io/set-up-scheduling"
   ]
  },
  {
   "group": "Scheduling and your booking form",
   "question": "What kinds of questions can I add to my booking form?",
   "answer": "Text, choices, yes or no, numbers, dates and more. For a dropdown you type the choices, and you can make any question required.",
   "url": "https://help.relayleads.io/faq#what-kinds-of-questions-can-i-add-to-my-booking-form",
   "howTos": [
    "https://help.relayleads.io/build-your-booking-form"
   ]
  },
  {
   "group": "Scheduling and your booking form",
   "question": "How do I ask the same questions for each item a customer has?",
   "answer": "In the Booking Form editor, pick the step and tap Make questions repeatable. Name the group, say what one item is called, and tick the questions to repeat. On your website, customers add a card for each item and answer it separately.",
   "url": "https://help.relayleads.io/faq#how-do-i-ask-the-same-questions-for-each-item-a-customer-has",
   "howTos": [
    "https://help.relayleads.io/make-questions-repeatable"
   ]
  },
  {
   "group": "Scheduling and your booking form",
   "question": "When do customers see my prices?",
   "answer": "As soon as they choose that service on your booking form. To set one, open Settings, then Booking Form, tap Edit, and tap Add price on the service.",
   "url": "https://help.relayleads.io/faq#when-do-customers-see-my-prices",
   "howTos": [
    "https://help.relayleads.io/price-a-service"
   ]
  },
  {
   "group": "Scheduling and your booking form",
   "question": "Do booking form changes show on my website right away?",
   "answer": "Yes. Once you save, customers see the change on your website right away.",
   "url": "https://help.relayleads.io/faq#do-booking-form-changes-show-on-my-website-right-away",
   "howTos": [
    "https://help.relayleads.io/build-your-booking-form",
    "https://help.relayleads.io/price-a-service"
   ]
  },
  {
   "group": "Leads and jobs",
   "question": "What is Next Step?",
   "answer": "Every lead shows one Next Step, the move to make now. On a new quote request it is Create Payment. When a deposit has not been paid it is Nudge to Pay. Once a job is paid and scheduled it is Start Job. The arrow beside it holds your other moves, like reschedule or cancel.",
   "url": "https://help.relayleads.io/faq#what-is-next-step",
   "howTos": [
    "https://help.relayleads.io/know-your-next-step",
    "https://help.relayleads.io/respond-to-a-new-lead"
   ]
  },
  {
   "group": "Leads and jobs",
   "question": "What does the blue dot on a lead mean?",
   "answer": "A blue dot means you have not opened that lead yet.",
   "url": "https://help.relayleads.io/faq#what-does-the-blue-dot-on-a-lead-mean",
   "howTos": [
    "https://help.relayleads.io/respond-to-a-new-lead"
   ]
  },
  {
   "group": "Leads and jobs",
   "question": "Do I have to remind customers about an unpaid deposit?",
   "answer": "No. You can tap Nudge to Pay yourself, and the clock on the lead shows when RelayLeads will send that nudge for you if you wait.",
   "url": "https://help.relayleads.io/faq#do-i-have-to-remind-customers-about-an-unpaid-deposit",
   "howTos": [
    "https://help.relayleads.io/know-your-next-step",
    "https://help.relayleads.io/turn-on-automations"
   ]
  },
  {
   "group": "Leads and jobs",
   "question": "What does RelayLeads chase automatically?",
   "answer": "Four automations run on their own: invoice chase, lead follow up, job reminder, and hold expiry. Open Settings, then Connections, then Automations to see what each one does and to choose how many times a customer is nudged about an unpaid invoice.",
   "url": "https://help.relayleads.io/faq#what-does-relayleads-chase-automatically",
   "howTos": [
    "https://help.relayleads.io/turn-on-automations"
   ]
  },
  {
   "group": "Your customer’s side",
   "question": "Do my customers need an app or a login?",
   "answer": "No. Every booking gets its own status page, opened from a link. It shows their date, the total, and the deposit they paid.",
   "url": "https://help.relayleads.io/faq#do-my-customers-need-an-app-or-a-login",
   "howTos": [
    "https://help.relayleads.io/what-your-customer-sees"
   ]
  },
  {
   "group": "Your customer’s side",
   "question": "How does my customer know I am on the way?",
   "answer": "On the job, tap On my way and pick when you will arrive. Your customer’s status page shows that you are on the way and when to expect you.",
   "url": "https://help.relayleads.io/faq#how-does-my-customer-know-i-am-on-the-way",
   "howTos": [
    "https://help.relayleads.io/what-your-customer-sees"
   ]
  },
  {
   "group": "Your customer’s side",
   "question": "Where does my customer pay the final invoice?",
   "answer": "When you close the job, they pay the final invoice right from their status page.",
   "url": "https://help.relayleads.io/faq#where-does-my-customer-pay-the-final-invoice",
   "howTos": [
    "https://help.relayleads.io/what-your-customer-sees",
    "https://help.relayleads.io/run-a-job"
   ]
  },
  {
   "group": "Your customer’s side",
   "question": "How do I reach RelayLeads?",
   "answer": "Email hello@relayleads.io.",
   "url": "https://help.relayleads.io/faq#how-do-i-reach-relayleads",
   "howTos": []
  }
 ]
}