Insight Dezign
When they search, make sure they find you.
Pro Features
Viewing & Filtering the Log
How to view, filter, search, and sort the payment link log table by status, date range, and customer name or email.
Stripe Payments
Stripe payment integration — API key configuration, webhook setup, payment flow options, refunds, and transaction records.
Custom Rating Fields
How to customize subcategory star ratings and numerical data fields with the drag-and-drop repeater in Pro settings.
Creating Templates
How to create new email templates with a name, subject line, and HTML body using the WordPress editor, with full merge tag support.
Adding & Editing Customers
How to add customers manually or automatically when sending emails, and how to edit existing customer records in the database.
Resending Emails
Re-send any previously sent payment email with one click from the log, creating a new log entry for the resend with full audit trail.
Managing Templates
How to view, edit, set defaults, and delete email templates, including automatic default promotion and deletion safeguards.
Helpful Voting, Sorting & Filtering
Pro features: helpful upvote voting, sort by date/rating/helpful, star-filter buttons, and review layout options (list, compact, grid).
Searching Customers
Search customers by name, email, or company, sort results by column, and manage records with pagination, individual deletion, and bulk actions.
Invoices & Billing
Invoice management — creating invoices, statuses (Draft, Sent, Paid, Void, Overdue), payment links, and invoice terms.
Quick Select & Auto-Save
Use the Quick Select dropdown to auto-fill returning customer details, and the Auto-Save checkbox to store new customers when sending emails.
Using Template Merge Tags
How to use merge tags in Pro email templates, including payment link buttons, logo placement, subject line patterns, and tag processing details.
CSV Export
Export payment link log entries as a CSV file with filter-aware data selection, UTF-8 BOM for Excel compatibility, and nonce-secured download.
Email Notifications
Pro email notifications — admin on submit, reviewer on approve, organizer on approve. Customizable templates with merge tags, preview, and reset.
Subscriptions
Subscription management — creating Stripe subscriptions, statuses, pause/resume/cancel actions, and email notifications.
Recurring Appointments
Recurring appointments — frequency options (daily, weekly, biweekly, monthly), interval control, end conditions, and series management.
Schema.org Markup
Pro Schema.org JSON-LD output — Event, AggregateRating, and Review structured data on single event pages for search engine visibility.
Analytics Dashboard
Pro analytics dashboard — stat cards, Chart.js charts (reviews over time, rating distribution, top events, subcategory radar), and per-event drill-down.
Custom Pricing
Custom per-customer pricing — override default service rates for individual customers across bookings, appointments, and invoices.
Pro Features
Overview of Pro features — Stripe, invoicing, subscriptions, recurring appointments, Google Calendar, customer portal, and reports.
Customer Management
Pro feature overview for saving and managing client information, with quick-select dropdown on the generator page for returning customers.
Payment Link Log
Pro feature overview for the Payment Link Log, which records every email sent through the plugin with status tracking, filtering, resend, and CSV export.
CSV & PDF Export
Pro export feature — download review data as CSV or generate a printable PDF, with event and date range filters.
Pro Features
Overview of all Pro features — custom fields, layouts, voting, sorting, schema, emails, analytics, and export.
Google Calendar Sync
Google Calendar sync — OAuth setup, two-way appointment syncing, manual full sync, and connection testing.
Email Templates
Pro feature overview for creating and managing multiple email templates with different subject lines, HTML bodies, and merge tag support.
My Account Portal
My Account portal shortcode — customer self-service for profile, pets, appointments, and invoices.
Reports & Analytics
Reports and analytics — revenue trends, appointment volume, popular services, and customer growth with Chart.js visualizations.