Help Center
Step-by-step guides for customers booking service and for business owners running PaceCount.
For customers
Booking with a business, managing your appointments, and your account.
Booking & Appointments
Request service, keep track of your appointments, and understand reminders.
How to Book an Appointment
Request service from a business on PaceCount using its Get Started page, and what happens after you submit.
View and Manage Your Appointments
See your upcoming and past appointments, check the details, and cancel from your customer portal.
Understanding Appointment Reminders
What reminders are, when they arrive, and how to control which messages you receive.
Your Account
Sign in, keep your details current, and control the messages you receive.
Account & Privacy
Manage your account and understand how your data is handled.
How to Delete Your Account
Remove your customer profile from a business on PaceCount, using the portal or by contacting the business.
What Happens to Your Data When You Delete Your Account
A plain-language explanation of how PaceCount handles your data when you delete your account, including what is anonymized and what is kept.
Remove Facebook Login Data
How to revoke PaceCount's access to your Facebook account if you signed in with Facebook.
Request Complete Data Deletion
When and how to request full removal of your data from PaceCount, and what we can and cannot delete.
For business owners
Setting up and running your business on PaceCount.
Getting Started
Stand up your workspace, open customer intake, and find your footing in the first week.
Choosing Your Workspace Mode
Decide whether customers reach you through a lead funnel, a full customer portal, or not at all — and how much profile info to collect.
How do I get a branded customer intake link?
Turn on your Get Started page, share your branded intake link, and let customers request service without a complex CRM.
Your First Week Checklist
A short, ordered checklist to get your PaceCount workspace ready to take real bookings.
How PaceCount Connects to Your Tools
What PaceCount connects to — Stripe for payments, e-signatures for agreements, and QuickBooks for payroll hours — who sets each up, and what stays inside PaceCount.
Payments
Connect Stripe, collect deposits, and send invoices for completed work.
Connect Stripe to Take Payments
Connect your Stripe account so you can collect deposits and send invoices, and turn on the payment features you need.
How do deposits and invoices work in PaceCount?
Collect deposits up front and invoice completed work through your own Stripe account — PaceCount does not hold your money.
Send and Track Invoices
Create, send, and track invoices once Stripe is connected — including deposits, due dates, consolidated invoicing, and where payouts and refunds live.
Payment and Payout Questions
Answers to the most common questions about how money moves when you take payments through PaceCount.
Scheduling
Control when customers can book you, from a simple solo setup to per-person schedules.
Set Your Availability
The recommended way to control when customers can book you, from a simple solo setup to per-person schedules.
Block Days Off
Use blackout dates to remove vacations, holidays, and personal days from your booking calendar.
How does advanced scheduling work in PaceCount?
Set recurring weekly hours, time off, and booking limits per person on Pro — and optionally show customers only the times you're free.
Staff
Invite your team, set what they can do, and give each person their own schedule.
Invite and Manage Staff
Add team members, control what each person can do, and give them their own schedules.
Staff Portal Basics
What team members can see and do when they sign in, and how their access is scoped.
Export Hours to QuickBooks
Approve your team's hours in PaceCount and export a timesheet file to import into QuickBooks payroll. A one-way export, not a live sync.
Customers & Intake
Follow up on unfinished requests, focus on your service area, and add pricing.
Manage Pending Registrations
Follow up on customers who started a request but didn't finish verifying, so you never lose a lead.
Limit Intake to Your Service Area
Discourage or block requests from outside your service radius so you get better-fit leads.
Set Up Service Pricing
Attach optional, suggested prices to your services so quotes, deposits, and invoices are clearer.
Communications
Keep customers informed with reminders, notifications, and broadcasts.
Set Up Appointment Reminders
Reduce no-shows with automatic reminders before appointments and around payment due dates.
Notifications Overview
Understand the messages PaceCount sends, who gets them, and how to control each one.
Send Broadcasts to Customers
Re-engage past customers with built-in, compliance-first email broadcasts.
Forms & Agreements
Collect signed service agreements without leaving PaceCount.
How do I set up service agreements and e-signatures?
Send service agreements for electronic signature inside PaceCount — 10/mo on Essentials, 50/mo on Pro — with business and job details filled in automatically.
Build Service Agreement Templates
Lay out a service agreement template the right way — two parties, one customer signature, and details that fill in automatically.
How Service Agreements Work
What happens from generating a service agreement to the signed PDF landing in your workspace, plus how service agreements differ from user forms.
Events
Run capacity-based classes and events that customers can register for.
Automations
Let PaceCount run recurring work for you on a schedule.
Plans & Account
Understand what each plan includes and make the workspace your own.
Still need a hand?
If you can't find the answer here, our team is happy to help during business hours.
Contact support