Help

Knowledge base for selling services with Retainr

Quick guidance for niche creators and service teams setting up branded offers, signup flows, payments, support, and client portals.

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Retainr Help Knowledge base for setting up Retainr, publishing offers, onboarding clients, and building recurring revenue.
01

Start with your first offer

Choose one repeatable service, write the outcome, set the scope, add pricing, and publish a signup link.

  • Create package
  • Connect payment
  • Share signup link
  • Start delivery
02

Build client workflows

Use Retainr to keep intake, tasks, files, support, and approvals organized after purchase.