How Cradled works
The ideas behind the product — client types, pipeline stages, payment plans, and more.
Connected clients vs. managed clients
Two ways clients live in Cradled — one with full app access, one CP-entered. Here's how they differ and when to use each.
Your client pipeline — stages explained
The five stages a client moves through and how Cradled uses them to organize your dashboard.
How payment plans work
Split a fee into installments. Each installment is a real invoice your client can pay separately.
How Stripe Connect works with Cradled
Your clients' card payments go directly to your bank account. Cradled takes zero platform fee.
Signing links and payment links explained
How the secure, public URLs you share with clients work — and what to do when one stops working.
The demo client — what it is and how to use it
A built-in fake client that lets you see what a fully-populated client looks like without real data.
Can't find what you need?
Email us directly. We're a small team and we read every message.
✉[email protected]We typically respond within 24 hours.