Help center
How can we help?
Step-by-step guides for setting up Ayebridge, working with clients and managing your subscription. Can't find an answer? Email support@ayebridge.com.
Getting started
Set up your workspace, invite clients and bring in your team.
- Getting started with AyebridgeCreate your workspace, add your first client, post work for review and invite your team during the 14-day free trial.Read guide
- Inviting clients to their portalAdd a client, invite their contacts by email, and understand how passwordless sign-in and private portal access work.Read guide
- Team members and rolesInvite teammates to your Ayebridge workspace, choose the right role for each person and remove access when someone leaves.Read guide
Projects and delivery
Projects, deliverables and versions, approvals, requests and updates.
- Projects, deliverables and versionsCreate projects for each client, add deliverables for review, organize them in folders, publish new versions and keep access private.Read guide
- Requesting and recording approvalsAsk a client to approve a deliverable or a specific version, see how they respond, and export the permanent approval record as a PDF.Read guide
- Asking clients for what you need with requestsCreate requests for files, content and access, let clients respond in their portal, use request forms and send automatic overdue reminders.Read guide
- Project updates and commentsPost progress updates to a client's timeline, discuss approvals, requests and updates in comments, and keep feedback next to the work.Read guide
Workspace settings
Branding, documents and email notifications.
- Branding your client portalsAdd your logo, accent color and welcome message, remove the Ayebridge footer, and set up a custom subdomain or your own domain for portals.Read guide
- Creating quotes and invoicesCreate branded quote and invoice PDFs, share them in a client's portal and track their status by hand. Ayebridge doesn't process payments.Read guide
- Email notificationsChoose right away, daily digest or off for each type of Ayebridge email, for your team and for your client contacts.Read guide
Billing and plans
Your trial, subscriptions, cancellation and refunds.
- Billing, plans and your free trialHow the 14-day trial works, how to subscribe through Stripe's secure checkout, and how to change plans, update your card and get invoices.Read guide
- Canceling your subscriptionCancel your Ayebridge subscription any time in the Stripe customer portal. You keep access until the end of the paid period; nothing is deleted.Read guide
- Refunds and the 30-day money-back guaranteeHow to request a refund of your first payment or a renewal charge, what to include, and when the money returns to your original payment method.Read guide
Account and data
Security, two-factor authentication, data export and deletion.
- Account security and two-factor authenticationSet a strong password, turn on two-factor authentication with an authenticator app, manage active sessions and understand how clients sign in.Read guide
- Exporting your workspace dataDownload a ZIP archive of every deliverable and version plus JSON and CSV copies of your clients, projects, approvals, requests and comments.Read guide
- Deleting your account or workspaceExport your data, cancel your subscription, then permanently delete your Ayebridge workspace or personal account. What is removed and what is kept.Read guide