Here are some of the frequently asked questions we get:

1. Where is the best place to start documenting?

We always recommend starting with your Operations Manual. Start document processes that you can delegate to team members. Anything that is repeatable is a good candidate for a handbook page.

2. What do I do if I need to have the same information in many handbook pages?

Extract that chunk of information and make it its own handbook page, then you can reference it and link to it from the multiple places. That way, if you need to update those instructions, you only need to do it in one place.

3. What are some tips to follow when creating a handbook page?

Always give the handbook a strong clear title. The title should be very obvious in nature so that it's not confusing or misleading. Keep your language simple and write in an action-oriented style like "Do this. Click here. Do that.". Use information mapping whenever possible - this is where you are making wise use of bullets (ordered and unordered), accordions for collapsing options and details, screenshots and images to compliment your text.

4. How does the monthly subscription work if I need to increase or reduce my plan?

When you start your subscription, you pay for your next month. That means that if you subscribed on April 1, you paid that day for one month and your limits are applied at that moment. On May 1, you're paying for the following month.

Increasing your plan: If you want to switch from 5 users to 6 users on May 10, you're getting your new limits right away. However, you don't pay the difference at that moment but in the next payment cycle. On May 1 you paid for 5 users which equates to $20 (one user is free, others are $5 each). On May 10, you increased your plan by 1 user. You're not paying at that moment, but your new price from now on is $25. On June 1, you pay the new price for June ($25) + the difference between last month's level and the new level pro-rated for time used only ($20 + $5 x 22/31 days) since you used the new user for 22 out of 31 days. Payment on May 1 would be $28.55. On June 1, if the plan remains the same, you'll pay $25.

Decreasing your plan: If you want to switch from 5 users to 4 users on May 10, you're getting your limits reduced right away. We'll be refunding the difference, however not at that moment, but in the next payment cycle. On May 1 you paid for 5 users which equates to $20 (one user is free, others are $5 each). On May 10, you decreased your plan by 1 user. Your new price from now on is $15. On June 1, you pay the new price for June ($15) less the difference between last month's level and the new level pro-rated for time used only ($15 - $5 x 22/31 days) since you did not use the 5th user for 22 out of 31 days. Payment on May 1 would be $11.45. On June 1, if the plan remains the same, you'll pay $15.

The same logic applies for handbook pages at $0.10/page.

 

(more questions and answers coming soon)