Getting Started with Brandity Client Portal
Welcome to your new client portal. This dashboard is your central hub for managing digital services, viewing invoices, and contacting our team.
Create Account
Register with your email to access your secure dashboard.
Instant Activation
Most services activate instantly after payment. No waiting required.
Dedicated Support
Access support tickets or chat directly from your "My Account" area.
Billing & Payments
Accepted Methods
We accept manual payment methods (Bank Transfer, Crypto, etc.). Orders are activated as soon as payment is confirmed.
Secure Transactions
Your security is our priority. We use 256-bit SSL encryption for all transactions. We do not store your full credit card numbers on our servers.
Subscription Management
Recurring services renew automatically to ensure no service interruption. You can cancel a subscription at any time from your dashboard to stop future billing.
Refund Policy
If a service fails to deploy due to a technical error, you will be automatically refunded. For other inquiries, please contact support within 24 hours of purchase.
How Can We Help?
Our team is dedicated to your success. If you run into any issues or have questions about our services, here is how to reach us.
Email Support
Send us a detailed message and we'll get back to you as soon as possible.
somosvanity@gmail.comService Guides
Detailed instructions for every tool we offer are listed below on this page.
Browse Guides ↓Brandity Client Portal AI Receptionist
Your 24/7 AI receptionist answers customer questions on your website, captures leads, books appointments into your calendar (Chat + Booking plan) and answers your business phone (Chat + Booking + Phone plan). Open it any time at branditydigital.com/receptionist.
In This Guide
Open Your Dashboard
Train It on Your Business
Add Business Facts
Set Its Personality
Customize the Look
Test It
Add It to Your Website
No Website? Share Your Chat Link
How Leads Are Captured
Take Over a Chat
Alerts
Choose How Booking Works
Hours and Appointment Types
Connect Your Calendar
Customer Emails
Get Your Phone Number
Keep Your Current Number
Voice and Greeting
Transfers
Spam Protection
Your Calls
Send Leads to Your Tools
Phone Call Length
Upgrade
How It Works
Appointment Booking
CRM
Reputation Management
AI Visibility Autopilot
Brandity Client Portal Website Builder Guide
Build professional websites with AI. Describe your business, choose a layout and color scheme, and AI generates a complete WordPress website with content, images, and SEO — ready to publish in minutes. Includes AI Blog, AI SEO Watcher, custom domain support with free SSL, and full WordPress admin access.
In This Guide
Select Website Builder
Navigate to Website Builder in the Brandity Client Portal marketplace. Review the service details and pricing.
Complete Payment
Apply a promo code if you have one, then enter your payment details. Click "Pay & Activate" to complete your purchase.
Access Your Builder
Your Website Builder account is activated instantly upon successful payment. You'll receive login credentials via email to access the builder at branditydigital.com/sites.
Full Feature List
- AI-Generated Websites — Describe your business and get a complete, production-ready website in minutes
- AI Page Generator — Add new pages to your site with AI-written content and imagery
- AI Page Editor — Edit existing pages using natural language instructions
- AI Blog — Write and publish SEO blog posts on any topic in one click
- AI SEO Watcher — Scan your site for SEO issues and auto-fix them with AI
- WordPress Powered — Every site runs on WordPress with full admin access
- Custom Domain Support — Connect your own domain (yourbusiness.com) with free SSL
- Mobile-Responsive Design — Sites automatically adapt to all screen sizes
- Multi-Page Websites — Up to 10+ pages generated per site including Home, About, Services, Contact, Blog, and more
- Professional Stock Images — AI selects and places relevant images from Pexels and Unsplash
- 20 Color Schemes — Choose from professionally designed color palettes
- 4 Layout Styles — Dark Rounded, Minimalistic Plain, Condensed Bold, and Industrial Edge
- AI Industry Detection — Automatically detects your business type from your description
- AI Page Recommendations — Suggests the best pages for your specific industry
- Hosting Included — No separate hosting purchase required
- SSL Security Certificate — Secure HTTPS included automatically
- Up to 3 Sites — Create and manage up to 3 websites per account
Log In to the Builder
After activation, log in at branditydigital.com/sites using the credentials sent to your email. You'll land on your Dashboard showing all your sites.
Create Your First Site
Click "New Site" from your Dashboard. A 6-step wizard guides you through the process:
Step 1 — Business Info: Fill in your business name (required), business description (required — describe what your business does, your key services, and what makes you unique), detected industry (AI auto-fills this), and optional contact details (phone, email, address) that will appear on your website.
Step 2 — Choose Pages: AI recommends pages tailored to your industry. For example, a plumbing business might get: Home, About, Services, Drain Cleaning, Water Heater Repair, Contact, Blog. Toggle any page on or off. You can add more pages later using the AI Page Generator.
Step 3 — Choose Layout: Pick from 4 professionally designed layout styles: Dark Rounded, Minimalistic Plain, Condensed Bold, or Industrial Edge.
Step 4 — Choose Colors: Select from 20 color schemes: Indigo, Ocean, Emerald, Rose, Amber, Midnight, Carbon, Obsidian, Slate, Coral, Violet, Teal, Forest, Burgundy, Navy, Copper, Plum, Arctic, Sand, or Charcoal.
Step 5 — Logo: A logo is auto-generated for your business. You can customize it or skip this step.
Step 6 — Generate: Click Generate to build your site. AI creates all pages with professional content, stock images, navigation, footer, and SEO metadata. Your site will be live within a few minutes.
Dashboard Overview
Your Dashboard shows:
- Total Sites — How many sites you've created
- Active Sites — Sites currently live
- Slots Available — Remaining sites you can create (max 3)
- Site Cards — Each site with quick links to Manage, WP Admin, and the live site
Site Management
Click "Manage" on any site card to open the site management page. It has 6 tabs: Overview, Domain, Plugins, AI Blog, AI Pages and AI SEO.
Overview Tab: Shows your site details — site name, domain, live status, business name and type, template and color scheme used, and quick-action buttons for Visit Site, WP Admin login, and site URL.
Writing a Post
- Go to Manage Site → AI Blog tab
- Click AI Suggest Topics for topic ideas for your business, and click any suggestion to use it
- Or type your own topic (or leave it blank to let AI choose)
- Click Write & Publish: AI writes a full blog post and publishes it to your WordPress site
- You can publish up to 3 posts per day
The Published Posts section shows all your blog posts with titles, publish dates and links.
New Posts Every Month, Automatically
For posts written and published for you every month, add SEO Autopilot. It also fixes your pages, tracks your Google rankings and emails you a monthly report. If you already have it, click Connect This Site in the AI Blog tab.
Adding New Pages
Add new pages to your site at any time using AI.
- Go to Manage Site → Pages tab
- Click the Add Page button
- Enter a Page Name — e.g., "FAQ", "Pricing", "Gallery", "Team"
- Optionally add a Description to guide the AI — e.g., "List our pricing packages with three tiers"
- Or use the Quick Add buttons: FAQ, Pricing, Gallery, Team, Financing, Testimonials, Areas We Serve, Our Process
- Click Generate & Publish
AI creates the full page with professional content, images, and proper formatting. The page is automatically added to your site's navigation menu.
Editing Pages with AI
Edit any existing page using natural language instructions.
- Go to Manage Site → Pages tab
- Find the page you want to edit and click Edit
- Describe the changes you want in plain English. Examples:
- "Change the hero headline to 'Utah's #1 Plumbing Experts'"
- "Add a testimonials section with 3 customer reviews"
- "Remove the pricing section"
- "Replace the hero image with something more modern"
- "Change the background color of the services section to dark"
- AI applies the changes and updates the live page automatically
The editor supports 4 types of changes: Edits (modify content, images, colors, styling), Add Sections, Replace Sections, and Remove Sections.
Monitoring SEO
Monitor and automatically fix SEO issues across your entire site.
- Go to Manage Site → SEO Watcher tab
- Click Scan Now to analyze all pages without making changes
- Or click Scan & Auto-Fix to analyze AND automatically fix issues with AI
What Gets Scanned: Missing or thin meta titles, missing or short meta descriptions, images without alt text, Yoast SEO plugin data completeness.
Your Score: After scanning, you'll see an SEO score out of 100, last scan date, pages scanned, issues fixed count, and a detailed page-by-page breakdown.
Auto-Fix: AI generates missing meta titles, writes compelling meta descriptions, adds descriptive alt text to images, and updates Yoast SEO fields — all automatically.
Custom Domain Setup
Connect your own domain name (e.g., yourbusiness.com) to your website with automatic SSL.
Step 1 — Configure DNS: From Manage Site → Domain tab, add these records at your domain registrar (GoDaddy, Namecheap, Cloudflare, etc.):
- A Record: Name: @, Value: 162.0.234.146
- CNAME Record: Name: www, Value: yourdomain.com
DNS changes usually take 5–30 minutes but can take up to 48 hours.
Step 2 — Verify DNS: Enter your domain name in the Domain tab and click Verify DNS. The system checks if your A record points to the correct server IP.
Step 3 — Connect Domain: Once DNS is verified, click Connect Domain. The system automatically updates your WordPress site URLs, issues a free SSL certificate (Let's Encrypt), and configures the web server. Your site is live at your custom domain with full SSL within 1–2 minutes.
Disconnecting: Click Disconnect in the Domain tab to revert to your default site URL. SSL and server configuration are automatically cleaned up.
Full WordPress Control
Every site is a full WordPress installation with complete admin access.
Logging In: From the Dashboard, click WP Admin on your site card, or from Manage Site click the WP Admin button. You'll be automatically logged in — no password needed.
What You Can Do:
- Posts — View, edit, or delete blog posts (including AI-generated ones)
- Pages — View and manually edit any page using the Gutenberg block editor
- Media — Manage all uploaded images and files
- Appearance — Customize the theme (Twenty Twenty-Four block theme)
- Plugins — View installed plugins including Yoast SEO
- Settings — Configure site title, tagline, permalinks, and more
Common Questions
Do I need any technical skills?
Not at all. Describe your business in plain English, pick a style and colors, and AI builds your entire website. No coding, no design skills, no WordPress knowledge required.
Can I use my own domain name?
Yes. Go to the Domain tab in Manage Site, configure your DNS records to point to our server, verify the DNS, and click Connect. A free SSL certificate is set up automatically.
How does the AI website generation work?
Enter your business name and description. AI detects your industry, recommends pages, and you choose a layout style and color scheme. AI then generates a complete multi-page WordPress website with professional content, stock images, navigation, footer, and SEO — all in a few minutes.
Is hosting included?
Yes. Your website hosting is included. No need to purchase separate hosting or worry about server management.
Can I edit my site after AI generates it?
Yes, in three ways: (1) Use the AI Page Editor to describe changes in plain English, (2) Log into WordPress admin for direct manual editing with the Gutenberg block editor, or (3) Use the AI Page Generator to add entirely new pages.
Will my site work on mobile phones?
Yes. Every site is built with responsive design and works on all screen sizes.
How does the AI Blog work?
In the AI Blog tab, pick or type a topic and click Write & Publish. AI writes the post and publishes it to your site, up to 3 posts per day. For new posts every month automatically, add SEO Autopilot.
How many sites can I create?
Up to 3 sites per account. You can delete existing sites to free up slots for new ones.
Can I change my site's design after creation?
You can edit individual pages using the AI Page Editor, add new pages with the AI Page Generator, and make direct changes in WordPress admin. For a completely different layout or color scheme, create a new site.
What is the SEO Watcher?
It scans every page on your site for missing meta titles, thin descriptions, and images without alt text. Click "Scan & Auto-Fix" and AI automatically generates and applies optimized SEO metadata across your entire site.
How do I get support?
Contact Brandity Client Portal support through the website, or use the Support page within the builder.
Brandity Client Portal Social Media Services
Boost your social proof with real engagement. Get followers, likes, views, and comments delivered fast and safely to any platform.
In This Guide
Select Platform & Service
Choose the social media platform you want to boost (Instagram, Facebook, YouTube, TikTok, etc.) and select the specific service you need, such as followers, likes, views, or comments.
Enter Your Details
Provide the required information for your order:
- Profile URL or Post Link: Direct link to your profile or the specific post you want to boost.
- Quantity: How many followers, likes, views, or other engagement you want.
- Email Address: Where you'll receive order updates and confirmations.
Complete Your Order
Review your order summary, apply a promo code if you have one, and submit payment. Your order will begin processing immediately.
Fast Delivery
Most orders start delivering within minutes of purchase. The full quantity is delivered gradually over time to appear natural and organic.
No Password Required
We never ask for your password. All we need is your public profile URL or post link. Your account credentials stay completely private and secure.
Available Networks
You can purchase services for any of the networks below:
- Instagram — Followers, Likes, Comments, Views, Story Views
- Facebook — Page Likes, Post Likes, Shares, Followers
- YouTube — Subscribers, Views, Watch Hours, Likes, Comments
- TikTok — Followers, Views, Likes, Shares
- X (Twitter) — Followers, Retweets, Likes
- LinkedIn — Connections, Followers, Engagement
- Pinterest — Followers, Repins, Board Followers
- Telegram — Channel Members, Post Views
Service Types
- Followers & Subscribers — Grow your audience and social proof
- Post & Video Likes — Boost engagement on your content
- Comments — Add social interaction to your posts
- Video Views — Increase view counts on videos and reels
- Story Views — Get more eyes on your stories
- Shares & Retweets — Expand your content's reach
- Watch Hours — Build toward monetization requirements
- Page Likes — Grow your business page presence
How Delivery Works
- Full quantity is spread over hours or days depending on order size
- Delivery starts within minutes of order confirmation
- Progress appears organic to protect your account
- Larger orders may take longer to complete fully
Checking Order Status
You can monitor your order progress through your account dashboard. Order status will show as Processing, In Progress, or Completed.
Service Quality
Each service on the order form has its own description with what it includes, its minimum and maximum quantity, and whether it comes with a refill period. Read it before you order.
Refills
Services with a refill period (shown in the service name and description, for example R30 for 30 days) can be refilled if your count drops. Once the order is completed, open it in your account and click Refill within the refill period. You can request one refill per order every 24 hours. If the count isn't topped back up, contact Brandity Client Portal support with your order.
Key Rules
- Correct Links Only — Double-check that your profile URL or post link is accurate before submitting
- Public Account Required — Your profile or post must be public for delivery to work
- No Password Sharing — We will never ask for your login credentials
- One Order at a Time — For best results, allow current orders to complete before placing new ones for the same profile
Tips for Best Results
- Keep your profile public during delivery
- Don't change your username while an order is in progress
- Ensure the post or profile link is correct and accessible
- Allow time for full delivery before assessing results
Order Not Delivering
- Verify your profile or post is set to public
- Check that the link you provided is correct and accessible
- Confirm you haven't changed your username since ordering
- Allow up to 24 hours for delivery to begin on larger orders
- Contact support if no progress after 24 hours
Order Marked as Failed
In rare cases, an order may fail due to:
- Private profile or post
- Incorrect or broken link
- Account restrictions or limitations
- Username change during processing
Failed orders are automatically refunded to your account balance.
Common Questions
Do you need my login? No. We only need your public profile or post URL.
How fast will I see results? Most orders begin delivering within minutes. The full quantity is delivered gradually over time to appear natural and organic.
What if followers or likes drop? If the service you ordered has a refill period, click Refill on the order in your account within that period.
Do you need my password? Never. We will never ask for your password. All services are delivered using only your public profile URL or post link.
What if my order doesn't complete? In the rare case an order can't be fulfilled (e.g., private account or incorrect link), you'll receive a full refund automatically.
Can I order for multiple accounts? Yes. Simply place separate orders with the correct profile URL for each account you want to boost.
How do I get support? Contact Brandity Client Portal support through the website if you have questions or issues with your order.
Brandity Client Portal SEO Autopilot
SEO Autopilot writes new blog posts for your website every month, fixes your pages for Google, tracks your rankings and emails you a monthly report. Open it any time at branditydigital.com/seo-autopilot.
In This Guide
Open Your Dashboard
Add Your Business Profile
Connect WordPress
Choose How Posts Go Live
Blog Posts
Site Fixes
Rankings
Site Health and Reports
How It Works
AI Visibility Autopilot
Brandity Client Portal SEO Services Guide
Get found on Google. Our expert team handles keyword research, content creation, and link building to drive qualified traffic to your website every month.
In This Guide
Enter Your Website URL
Provide the full URL of the website you want to optimize (e.g., https://yourbusiness.com). This is the site where all SEO work will be performed.
List Your Target Keywords
Enter the main keywords and phrases you want to rank for on Google. These should be the search terms your potential customers use to find businesses like yours. For example: "plumber in Miami" or "best coffee shop downtown."
Add Competitors (Optional)
List any competitor websites you'd like us to analyze. This helps us understand your market and develop a strategy to outrank them.
Provide Site Login Details
We need admin access to your website (such as WordPress login credentials) to make on-page optimizations, install tracking tools, and publish new content.
Choose Your Package
Base SEO Package — Includes keyword research, on-page optimization, content creation, backlink building, and monthly reports.
Local SEO Add-on — Add this if your business serves a specific geographic area. Includes Google Business Profile optimization, local citations, and map pack optimization.
Complete Your Order
Review your order, apply a promo code if you have one, and submit payment. Our SEO team will begin working on your campaign immediately.
Phase 1: Foundation (First Month)
During the first month, our team builds the foundation for your SEO success:
Keyword & Competitor Research — We identify the best keywords to target based on search volume and competition
Full Website Audit — We analyze your site for technical issues and opportunities
Title & Meta Optimization — We optimize your page titles and meta descriptions for search engines
Google Analytics Setup — We install tracking to measure your traffic growth
Search Console Integration — We connect your site to Google Search Console for performance data
XML Sitemap & Robots.txt — We ensure search engines can properly crawl your site
Schema Markup Implementation — We add structured data to help search engines understand your content
Site Speed Improvements — We optimize loading times for better rankings and user experience
Phase 2: Ongoing Monthly Work
Every month after the foundation is complete, we continue growing your rankings:
New Optimized Content — Fresh pages and blog posts targeting your keywords
High-Authority Backlinks — Quality links from reputable websites to boost your domain authority
Performance Monitoring — We track your rankings and traffic continuously
Detailed Monthly Report — A comprehensive report showing your progress and all work completed
What's Included
If your business serves a specific geographic area, the Local SEO add-on helps you dominate local search results:
Google Business Profile Optimization — We optimize your listing for maximum visibility
Local Citation Building — We add your business to relevant local directories
Local Directory Listings — We ensure consistent business information across the web
Map Pack Optimization — We help you appear in the Google Maps "3-pack" results
This is essential for businesses like plumbers, dentists, restaurants, law firms, and any service that targets local customers.
Viewing Your Report
Each month, you'll receive a detailed report showing your SEO progress. To access your report:
- Log in to your account
- Click on Manage Services in the dropdown menu
- Find your SEO subscription card
- View your latest monthly report
What's in the Report
Your monthly report includes:
Keyword Rankings — Current positions for all your target keywords
Ranking Changes — Movement compared to previous months
Organic Traffic — Visitors coming from Google search
Traffic Growth — Comparison to previous periods
Backlinks Built — New links acquired that month
Content Created — New pages or blog posts published
Work Summary — Detailed list of all optimizations completed
Common Questions
How long until I see results? SEO is a long-term strategy. While we make foundational improvements in the first month, significant ranking improvements typically take 3-6 months for competitive keywords. You'll receive monthly reports tracking progress throughout.
What do you need from me to get started? We need your website URL, a list of services or keywords you want to rank for, and admin access to your website (like WordPress login) so we can make optimizations.
Who writes the content? Our professional content team writes all new pages and blog posts. Everything is optimized for your target keywords and written to convert visitors into customers.
What's the difference between on-page and off-page SEO? On-page SEO involves optimizing elements on your website (content, keywords, site speed). Off-page SEO involves building your site's authority through high-quality backlinks from other websites. We handle both.
Do I need the Local SEO add-on? If your business serves a specific area (like a plumber, dentist, or restaurant), yes. Local SEO helps you appear in the Google Maps results that show for local searches.
Can I cancel anytime? Yes. SEO is a monthly service with no long-term contracts. However, we recommend committing to at least 6 months to see meaningful results from the strategy.
How do I check my progress? Log in to your account, go to Manage Services, and view your SEO subscription card to access your latest monthly report.
Brandity Client Portal Link in Bio
A branded bio page on biolnk.net with unlimited links, click analytics, 20 themes, and scheduled drops — the polished Linktree alternative for any social bio.
In This Guide
Your Bio URL
Accessing the Dashboard
Customizing in Under a Minute
Changing Your Slug
Display Name
Tagline
Avatar URL
Accent Color
Choosing a Theme
Theme Categories
Preview Before Saving
Adding a Link
Link URL Formats
Editing a Link
Reordering Links
Hiding a Link
Deleting a Link
Adding Social Profiles
How They Display
Saving Socials
Stat Tiles
Top Links Table
Recent Activity Feed
Bot Filtering
Built-in Preview
Auto-Refresh
Open in New Tab
Where to Put the URL
Keep Links Fresh
Use Emojis in Labels
Test on Mobile
Brandity Client Portal Email Marketing
Send campaigns, build automations, and grow your email list.
Logging In
2. Enter the email and password from your welcome email.
3. We recommend changing your password after your first login.
Setup Checklist
Creating a Campaign
2. Enter a name, subject line, and preview text.
3. Select your verified sender domain and target contact list.
4. Choose a template or write your own HTML.
5. Click "Send Now", "Schedule", or "Save Draft".
Using Templates
Spam Score
Adding Contacts
2. Or click "Import CSV" to upload a spreadsheet. The system auto-maps common column names.
Managing Lists
Creating an Automation
2. Choose a trigger (e.g. contact joins list, form submitted).
3. Add steps: send email, wait, add to list, or add tag.
4. Activate the automation. It runs automatically every minute.
Verifying Your Domain
2. Enter your domain (e.g. yourbusiness.com).
3. Add the 3 DNS records shown (CNAME and TXT) to your domain provider.
4. Click "Verify". Green checkmarks confirm successful verification.
You must verify a domain before you can send any campaigns.
Brandity Client Portal AI Content Engine
AI Content Engine makes branded social media videos and image posts for your business every week, with captions and hashtags, and can post them for you. Open it any time at branditydigital.com/content-engine.
In This Guide
Open Your Dashboard
Add Your Business
Set Your Look and Voice
Add Your Photos
Choose How Posts Go Out
Your New Posts
Review and Change
Approve or Let It Post
How It Works
Social Media Automation
Reputation Management
SEO Autopilot and AI Visibility Autopilot
AI Receptionist
Appointment Booking and Digital Gift Cards
Brandity Client Portal Business Website
A done-for-you business website: we design and build the site, run Google and Facebook ads with no markup on spend, write two blog posts a month, and keep improving it. Clients follow progress and send change requests from their Website Manager.
In This Guide
Submit Your Brief
We Build Your Site
Review & Go Live
Change Requests
Monthly Deliverables
Multiple Sites
Brandity Client Portal Appointments Guide
Let clients book appointments 24/7 from your professional booking page. Reduce no-shows with automatic reminders, manage multiple staff members, and keep your calendar perfectly organized. Your booking page will be live at yourbusiness.quickreserve.net.
In This Guide
Set Up Your Booking Platform
Enter your business name and select your brand colors (primary and secondary) to match your business. Optionally add your logo URL. Apply a promo code if you have one, enter payment details, and click "Pay & Activate". Your admin dashboard will be live at branditydigital.com/appointments, and you can set your public booking page address anytime under Settings → Booking Page Address.
Receive Your Login Credentials
After purchase, you'll receive an email with your admin login details:
- Admin Dashboard: branditydigital.com/appointments
- Public Booking Page: the address you choose under Settings → Booking Page Address
- Username: Your email address
- Password: Auto-generated secure password
Log in to the admin dashboard to set up your services, staff, and availability.
Full Feature List
- Professional Booking Page — Branded with your logo and colors
- 24/7 Online Booking — Clients book anytime, even while you sleep
- Email Reminders — An automatic reminder email the day before cuts no-shows
- Google Calendar Sync — Two-way sync prevents double bookings
- Client Database — Store customer info and appointment history
- Service & Pricing Setup — Unlimited services with custom durations and prices
- Custom Business Hours — Set availability for each day of the week
- Staff Calendars — Multiple staff members with individual schedules
- Multi-Location Support — Manage multiple business locations
- Appointment History — Track all past and upcoming bookings
- Analytics Dashboard — View bookings, revenue, and trends
- Block-Off Unavailable Times — Lunch breaks, vacations, personal time
Navigating Your Dashboard
Log in at branditydigital.com/appointments to access your admin dashboard. The main navigation includes:
- Dashboard — Overview showing total services, upcoming appointments, and account status
- Appointments — View and manage all bookings with status filters (Pending, Confirmed, Completed, Cancelled)
- Customers — Access your customer database with contact details and appointment history
- Services — Create and manage bookable services
- Schedule — Set your business hours for each day
- Analytics — View performance reports and booking trends
- Locations — Add multiple business locations
- Staff — Manage team members and assign them to services
- Settings — Configure business info, branding, and booking policies
- Preview — View your public booking page
Create Your Services
Go to the Services tab and click + Add Service. For each service, enter:
- Service Name — What clients will see (e.g., "1 Hour Consultation")
- Duration (minutes) — How long the appointment lasts
- Price — Cost of the service (set to $0.00 for free sessions)
- Description — Brief explanation of what's included
Click Save to add the service. Your services appear in a list showing name, duration, price, and status. You can Edit, Deactivate, or Delete any service at any time. Deactivated services won't appear on your public booking page but remain in your system.
Set Your Availability
Go to the Schedule tab to define when you're open for bookings. For each day of the week:
- Toggle between Open or Closed
- Set the start time and end time for open days
For example, set Monday-Friday from 9:00 AM to 5:00 PM, and mark Saturday-Sunday as Closed. Customers can only book appointments within these defined hours. Time slots outside your business hours won't appear as available.
Add Staff Members
Go to the Staff tab and click + Add Staff Member. Enter their details:
- Name (required)
- Email — For notifications
- Phone — Contact number
- Title/Role — Their position (e.g., "Senior Stylist")
- Photo — Upload a profile image (JPG, PNG, WEBP)
- Assign to Services — Select which services this staff member can perform
Customers can choose who they want to book with when multiple staff are available.
Add Locations
Go to the Locations tab and click + Add Location. Enter:
- Location Name (required)
- Street Address
- City, State, ZIP Code, Country
- Phone — Location-specific contact number
Add multiple locations if your business operates from different addresses. Customers can select their preferred location when booking.
Configure Your Settings
Click the Settings icon to access Business Settings with three sections:
Business Information:
- Business Name, Email, Phone
- Timezone — Ensure appointments display in correct local time
- Address — Your business location
Branding:
- Logo URL — Displayed on booking page and confirmation emails
- Primary Color and Secondary Color — Applied to your booking interface
Booking Policies:
- Cancellation Notice (hours) — Minimum time before appointment that customers can cancel
- Booking Buffer (minutes) — Time padding between appointments
- Max Advance Booking (days) — How far ahead customers can book
- Minimum Advance Notice (hours) — Required notice before booking
- Currency — USD, EUR, GBP, CAD, or AUD
View and Manage Appointments
Go to the Appointments tab to see all bookings. Use the Status Filter to view:
- All Statuses — Every appointment
- Pending — Awaiting confirmation
- Confirmed — Approved appointments
- Completed — Finished sessions
- Cancelled — Cancelled bookings
Each appointment shows the customer name, service, date/time, and status. Click any appointment to view details or update its status.
Customer Database
Go to the Customers tab to access your complete customer list showing Name, Email, Phone, and total Appointments. Click any customer to view their full appointment history and contact information. This database grows automatically as customers book through your page.
Track Your Performance
Go to the Analytics tab to view business performance metrics:
Key Metrics:
- Total Bookings — Number of appointments booked
- Total Revenue — Income from paid services
- Completed — Successfully finished appointments
- Cancellations — Number of cancelled bookings
Visual Reports:
- Bookings Over Time — Chart showing booking trends by date
- Popular Services — Which services are booked most frequently
Filter by date range to analyze specific periods. Use these insights to optimize your service offerings and identify busy periods.
The Public Booking Experience
Share your public booking link (the address you set under Settings → Booking Page Address) on your website, social media, or email signature. When customers visit, they see a professional 3-step booking process:
Step 1 — Select a Service: Services display as cards showing price, duration, and description. Customer selects one and clicks Continue.
Step 2 — Select Date & Time: An interactive calendar shows available dates. After selecting a date, available time slots appear based on your business hours and existing bookings. Customer picks a time and clicks Continue.
Step 3 — Your Information: Customer enters their Full Name (required), Email (required), Phone, and any Additional Notes. A booking summary shows the service, duration, date, and time for review.
Booking Confirmation
After clicking Confirm Booking, customers see a confirmation screen with their appointment details. The system automatically sends a confirmation email with all the booking information. The appointment immediately appears in your admin dashboard for management.
Automatic Reminders
Common Questions
How do clients book appointments? You get a professional online booking page where clients can see your available times, select a service, and book instantly. Share the link on your website, social media, or email signature.
Will it remind clients of their appointments? Yes! An automatic reminder email is sent about a day before each appointment. This dramatically reduces no-shows and last-minute cancellations.
Can I manage multiple staff members? Absolutely. Create separate profiles for each staff member with their own services and availability. Clients can choose who they want to book with.
Does it sync with my existing calendar? Yes! Two-way Google Calendar sync keeps everything updated in real-time. Appointments booked online appear on your calendar, and blocked times show as unavailable.
Can I set different services and prices? Yes. Create unlimited services with custom names, durations, prices, and descriptions. You control exactly what clients can book and how long each service takes.
Can I block off vacation or unavailable times? Definitely. Set your business hours for each day, and those are the only times available for booking. Closed days and times outside your hours won't appear as bookable.
Where do I log in to manage my bookings? Log in at branditydigital.com/appointments using the credentials sent to your email after purchase.
How do I get support? Contact Brandity Client Portal support through the website if you have questions or issues with your appointment booking system.
How It Works
CRM
Reputation Management
Invoicing
AI Receptionist
Brandity Client Portal AI Visibility Autopilot
AI Visibility Autopilot checks how ChatGPT and Google AI answer the questions your customers ask, shows which businesses they recommend, writes answer pages that AI can quote, and gives you a short Get Listed plan. Open it any time at branditydigital.com/ai-search.
In This Guide
Open Your Dashboard
Add Your Business Profile
Check Your Questions
Connect WordPress
AI Check
Answer Pages
Get Listed
Reports
New Topics
How It Works
AI Receptionist
Reputation Management
SEO Autopilot
Brandity Client Portal Digital Gift Cards
Sell digital gift cards for your business from a branded page. Customers pay online, the recipient gets a code by email, and you redeem it in store. Free to activate; a 3% platform fee per card sold.
Accessing Your Dashboard
After your account is activated, you'll receive login credentials via email. Log in at branditydigital.com/social to access your social media dashboard. The dashboard shows an overview of your connected channels, scheduled posts, and account activity.
Connecting Your Social Accounts
Before you can publish content, you need to connect your social media accounts:
Your connected accounts will appear in the Channels list and can be selected when creating posts.