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Getting Started

Learn the basics of setting up your account and creating your first pricing form

Quick Start Guide

Get up and running with Price Clicker in under 10 minutes. Learn how to create your account, set up your first pricing form, and start collecting leads.

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Creating Your First Profile

Step-by-step guide to creating your first pricing profile. Configure your business information, branding, and basic settings.

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Understanding Pricing Rules

Learn how to set up pricing rules that automatically calculate quotes based on customer selections. Master the fundamentals of dynamic pricing.

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Adding Forms to Your Website

Embed your pricing form on any website using our simple embed code. Works with WordPress, Wix, Squarespace, and custom sites.

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Building Forms

Master the art of creating effective pricing calculators for your services

Question Best Practices

Design effective form questions that guide customers through the quoting process. Learn which question types work best for different scenarios.

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Setting Up Pricing Formulas

Create complex pricing calculations using variables, multipliers, and formulas. Calculate accurate quotes for any service.

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Customizing Your Branding

Make your pricing forms match your brand. Customize colors, logos, fonts, and messaging to create a seamless customer experience.

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Managing Leads

Track, organize, and convert your leads into paying customers

Understanding Leads

Learn how leads are captured, stored, and organized in Price Clicker. Understand lead statuses and the customer journey.

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Setting Up Notifications

Configure email notifications so you never miss a lead. Set up instant alerts, daily summaries, and custom notification rules.

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Managing Lead Statuses

Track leads through your sales process. Update statuses, add notes, and organize your pipeline for maximum conversion.

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Exporting Lead Data

Export your leads to CSV format for use in your CRM, spreadsheets, or marketing tools. Keep your data wherever you need it.

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Integrations

Connect Price Clicker with your favorite tools and services

Google Calendar Integration

Connect your Google Calendar to automatically schedule appointments when customers accept quotes. Streamline your booking process.

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Embedding Forms

Master the art of embedding Price Clicker forms on your website. Learn about iframes, direct links, and popup options.

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Account & Billing

Manage your subscription, billing, and account settings

Changing Your Plan

Upgrade or downgrade your subscription anytime. Learn about plan features, pricing, and how changes affect your billing.

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Updating Payment Method

Update your credit card information, view billing history, and manage payment preferences for your subscription.

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Managing Team Members

Add team members to your account, set permissions, and collaborate on pricing forms. Control who can view and edit your profiles.

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Cancelling Your Account

Learn how to cancel your subscription, export your data, and what happens to your forms and leads after cancellation.

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Troubleshooting

Solutions to common issues and technical problems

Form Not Displaying

Troubleshoot issues with forms not appearing on your website. Common causes and solutions for embed code problems.

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Pricing Calculation Issues

Debug pricing formulas that aren't calculating correctly. Learn how to test and fix common calculation errors.

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