Cait Potter Knowledge Base
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Setup

  • Customize Covers & Icons
  • About Us
  • Frequently Asked Questions
  • Inspiration Database
  • Pricing Workbook
  • Fill in Dubsado Portal Link
  • Update Spotify Playlist
  • Create Your Feedback Form
  • Customize Onboarding Questionnaire
  • Customize Content Approval Questionnaire
  • Customize Workflow Testing Directions in Next Steps Guide
  • Customize Workflow Wins / ROI Report
  • Customize Done-For-You Next Steps Guide Content
  • How to Delete Music Player & Quotes
  • How to Publish a Notion Page
  • How to Make Your Notion Forms Publicly Accessible (from Template)
  • Remove Questionnaire as default form
  • Managing Project Tasks in Notion Overall
  • How to Access the Playbook Client Template
  • How to edit wording in template of Onboarding Questionnaires
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Categories

  • Notion Basics
  • Setup
  • Template Bank
  • Client List
  • Client Quotes, Projects, & Tasks
  • Client Hub
  • Payment Plans
  • Mapping Workflows
  • Sharing with Your Client
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