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
Payment plans auto-charge a client's saved card — an optional deposit, then a recurring amount on a schedule, with automatic retries.
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 example client (Sarah) so you can see a fully-populated dashboard before you have real clients.
The doula collective
How Cradled models a group practice — an owner, members, a shared client roll-up, coverage, and standard steps.
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