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Frequently asked questions

Plans, the client portal, balances, events, reports and reminders.

Subscription & Premium

Which plans are there, and is there a free trial?

Syncoly is free for up to 5 clients. Premium adds unlimited clients and group events (two or more clients in one event), and comes in two plans that renew automatically: "Monthly" and "Annual". You can also try Premium free for a month ("1 Month Free"): once per account, no card required. The trial month doesn't renew and never charges you — when it ends, you're back on the free plan. To start, tap "Start Free Trial", "Subscribe" or "Renew" on the subscription card in your Profile; the subscription screen also opens when you reach a limit of the free plan.

What's in the free plan, and what needs Premium?

Everything is available for up to 5 clients: the calendar and recurring events, completing and canceling with charges, balances and payments, expenses and reports, the client portal with your cooperation rules, and every setting. Premium adds two things: unlimited clients and group events.

Where do I see my subscription, and how do I cancel or change it?

The subscription card in your Profile shows the date Premium runs until and whether it renews automatically. The settings icon on the card opens your subscriptions in the App Store or on Google Play, where you can change or cancel. To avoid the next charge, cancel at least 24 hours before the renewal date. The trial month has nothing to cancel — it ends on its own.

What happens when Premium ends?

You're back on the free plan, and nothing is deleted. A canceled subscription lasts until the end of the paid period, and the trial month simply ends. If you had more than 5 clients, the 5 you added first stay available and the rest become view-only: you can still open them, and their portals keep working. Group events and the events of view-only clients are locked too: you can only delete them. Completed and canceled events stay as they are. To keep working with an available client from a group event, create a new event for them and delete the group one. If you delete one of the 5 available clients ("Delete Client"), the next one by date added in your client list becomes available; deleting can't be undone. Subscribe again and everything unlocks.

How are payments and refunds handled?

All payments go through your App Store or Google Play account — we never see your card details. Refunds and billing questions are handled by Apple or Google under their rules, so please contact their support: we can't issue refunds ourselves. If Apple or Google refunds a payment, Premium ends right away.

I changed phones or reinstalled the app — where's my subscription?

It belongs to your Syncoly account, not to the phone: sign in to the same account and Premium is back. If it doesn't show up, open the subscription screen and tap "Restore Purchases".

Client Portal

What is the client portal?

A web page for each client with their schedule, balance and payment history. It opens in any browser — your client doesn't install anything or sign in. You send it from the "Portal" tile on the client's screen. Whatever you change in the app is there the next time your client opens or refreshes the page.

What does a client see on the portal?

Their events for the previous, current and next week, with time and status, their balance (a minus means they owe you), their cost per service and the latest entries of their payment history. Events marked "Canceled by you" in your app appear to the client as "Canceled by the organizer".

Which language and time zone does the portal use?

Times are shown in the time zone of the device the page is opened on, and the page names that zone. The language follows the client's browser, and the flag buttons switch it.

Can a client contact me from the portal?

Yes, once you fill in your contacts: Profile → Professional Settings → Your contact details. They appear under the "Contacts" link at the bottom of the portal, and your phone also becomes a call button at the top of the page.

Can I publish my rules — payment terms, cancellation policy?

Yes: Profile → Professional Settings → Cooperation rules. Add up to 15 rules — payment deadlines, cancellation notice, lateness. Clients see them under the "Cooperation rules" link at the bottom of the portal exactly as you wrote them: rules aren't translated. To see how they'll look to a client, tap the eye icon.

Can my clients get notifications?

Yes, if the client turns them on with the bell at the top of the portal: they get a reminder 30 to 60 minutes before each scheduled event, and a message with the amount and the new balance when you top up their balance with "Adjust Balance". Nothing needs turning on in your app. On an iPhone (iOS 16.4 or later), the portal first has to be added to the Home Screen and opened from its icon — the portal shows how. The in-app browsers of Viber, Telegram, WhatsApp and Instagram get no notifications: the link has to be opened in Safari or Chrome. A new portal link stops notifications on every device that had the old one.

Can clients see my payment details?

Yes, once you add them: Profile → Professional Settings → Payment details — up to 3 cards or IBANs with the bank's name and, if you like, the recipient and their tax ID. Clients see them at the bottom of their portal. When a client owes you, a "Pay" button with the amount due appears next to their balance. They can copy the number and the amount straight into their bank app. A number with a wrong digit isn't accepted.

Clients & Finances

How does a client's balance work, and how do I record a payment?

The balance shows where you stand with the client: positive means they've paid ahead, negative means they owe you. When you add a client, you can enter a starting balance if they've paid in advance. The balance goes down when you complete an event with them, or charge them for an absence or a cancellation. When a client pays you, or something needs correcting, tap "Adjust Balance" and choose "Add" or "Deduct" — that's also how you enter a debt. Every change appears in the client's Payment History; the ones you make with "Adjust Balance" show as "Balance Top-up" or "Balance Deduction". On the free plan, a view-only client's balance can't be adjusted.

What happens when I change a client's Service Cost?

The new cost applies from the next completion or charge, and amounts already charged don't change. Projected Income is recalculated at the new price right away. To charge a different amount just once, change it when completing or canceling the event, not the Service Cost.

Where do I see a client's history?

On the client's screen, Payment History shows the latest entries, and "All" opens the full list: charges for events, absences and cancellations, returned charges, and your balance changes.

How do I send a client their portal link, or take it back?

Open the client and tap "Portal": copy the link, share it through any app, or open it to see the portal as your client does. To cut off access, choose "Regenerate portal link" there — the old link stops working at once. Send the new one only if the client should keep seeing the portal. On the free plan, a view-only client's link can't be regenerated.

What happens when I delete a client?

Their completed and canceled events stay in your calendar and reports — your earned income doesn't change — but can no longer be deleted. Their other events, past and recurring ones included, are deleted if they were the only client on them; from group events they're simply removed. Their portal link stops working. Deleting can't be undone.

Where can I find deleted clients?

Tap the archive icon at the top of the Clients screen. There you can view each deleted client's contacts, Service Cost, balance at deletion, Payment History and notes. A client can't be restored.

Calendar & Events

What do the event statuses mean?

A new event is "Scheduled". Once it has taken place, mark it "Completed"; if not, "Canceled". "Rescheduled" means you changed its time, and "Canceled by you" means you called it off, not the client. Only Scheduled and Rescheduled events can be changed.

How do recurring events work?

When you create an event, choose Repeat: "Daily", "Weekly" or "Monthly". A monthly event repeats on the same date, and months without that date are skipped. The series has no end date. To stop it, open the first event you no longer want, tap the trash icon and choose "This and following events": earlier events, and completed and canceled ones, stay.

What happens when I move an event?

Change its time on the event screen, or in the calendar (Day or Week view): press and hold the event and drag it. For a recurring event the app asks what to move: "This event only" or "This and following events". "Rescheduled" goes on an event moved on its own: a one-off, or a recurring one moved with "This event only".

How do I complete an event, and when is a client charged?

Tap "Complete event" — every client marked present is charged their Service Cost, and you see every amount before you confirm. To charge someone a different amount this time, tap the pencil next to it: their Service Cost stays the same, and Payment History and the portal show that the amount was changed. If someone didn't come, mark them absent (three dots next to their name → "Mark as absent"): absent clients are charged only if you turn on "Also charge absent clients".

What happens when I cancel an event?

Canceling charges nothing. To charge — say, for a late cancellation — turn on "Charge clients"; as when completing, the pencil changes the amount. If you're the one canceling, not the client, turn on "Canceled by me — don't count as missed by the client" instead: the event shows "Canceled by you" and doesn't count in your clients' activity, as a miss or as an attendance. In reports, every cancellation without a charge, yours included, counts as lost income and appears under "Canceled (Not Charged)".

Can I change an event after completing or canceling it?

Only its notes — or you can delete it. A closed event's status, time, title, clients and attendance can no longer change. Marked it by mistake? Delete it — anything charged goes back to the clients' balances — and create it again. If one of the event's clients has been deleted, the event can't be deleted, and if all of them have, even the notes can't change.

What happens when I delete an event?

A scheduled event simply disappears. A completed or canceled one also disappears from your reports, and anything charged for it goes back to the clients' balances; Payment History keeps an entry marked "Charge returned to balance". For a recurring event you choose "This event only" or "This and following events".

Expenses & Reports

What do Actual, Projected and Lost income mean?

Reports show one month — the current one, the last one, or any other under "Custom". Actual income is what you charged clients for events: completed ones, plus absences and cancellations you charged for. Projected is what your scheduled events will still bring from today to the end of the month, at clients' current prices. Lost is absences and cancellations you didn't charge for, including the ones you canceled.

Does a payment from a client count as income?

No. A payment you enter with "Adjust Balance" only changes the client's balance. Income comes from events: it counts when you complete an event, or charge for an absence or a cancellation — whether the client paid ahead or still owes you.

What happens to an event I forgot to mark?

If an event's day is over and you haven't marked it, it isn't counted in Projected, Actual or Lost income, and it lowers your Efficiency in the Monthly Comparison. Mark it Completed or Canceled — the daily reminder helps you close each day.

How does the Monthly Comparison work?

It shows three full months: the selected one and the two before it, or, with "This Month" selected, which is still running, the three before it. For each, your Actual income sits next to Potential Income — what you would have earned if every scheduled event had taken place and been paid for. Tap a month to see Efficiency: the share of potential income you actually earned.

What do Event Statistics and Client Activity show?

Both are under Reports → Clients. Event Statistics shows how many of the month's events you completed and how many you canceled, charged or not. Client Activity shows how many events each client attended, missed or canceled, with an attendance percentage; those who miss most come first. Cancellations marked "Canceled by you" don't count against clients, and Event Statistics lists them under "Canceled (Not Charged)".

How do expenses work?

Add them under Reports → Income → Expenses, for the month you're viewing. An expense is either "Fixed amount" or "% of income" (a share of that month's actual income). The card shows Net After Expenses: your actual income minus all your expenses.

Do I have to re-enter regular expenses every month?

No. Turn on "Repeat monthly" when you add or edit an expense in the current month, and it appears in every new month on its own. To stop it, delete the expense or turn the switch off. Rent went up? Change the amount in the current month: earlier months keep the old one, and the new one carries forward.

Daily Reminders

What is the daily reminder, and when does it come?

If some of today's events still aren't completed or canceled, Syncoly sends you one reminder 1–2 hours after the last of them, so you can close the day. There are no reminders for earlier days. On the free plan, view-only events don't count.

Which devices get it, and in which language?

Every device where you're signed in and have allowed notifications. It arrives in the language you last used Syncoly in, on any of your devices.

How do I turn reminders off?

The "Push Notifications" switch in your Profile opens your phone's settings — turn off Syncoly's notifications there, and reminders stop on that device. Syncoly sends you no other notifications. Your other devices keep getting reminders until you turn them off there too, or log out.

Profile & Settings

Can I change my email?

No — the email you signed up with can't be changed. The email your clients see on the portal is separate: set it under Profile → Professional Settings → Your contact details. Your name is changed under Profile → Edit Profile.

Which language does the app use?

Profile → Language: English, Ukrainian, Romanian or French. At first the app follows your phone's language, and from then on each device keeps your choice. On a new device where you haven't picked one, the app switches after sign-in to the language you last used. The daily reminder arrives in that language too.

Which time zone does Syncoly use?

Your calendar shows times in the time zone your phone is in now. The daily reminder and Projected Income count the day in the time zone you signed up in: it doesn't change when you travel, and there's no setting for it.

Account & Security

How do I create an account?

Sign up with your name, email and password. We'll email you a 6-digit code — enter it and you're in. The code is valid for 12 hours; if it doesn't arrive, tap "Resend". You can also continue with Google, or with Apple on iPhone, without a password.

I already have an account. What happens if I sign in with Google or Apple?

If your Google or Apple account uses the same email as Syncoly, you're signed in to your account — no second one is created. Two exceptions. If you started signing up with that email but never entered the code, sign in with that email and password first — the app asks for the code. And if you hid your email when signing in with Apple, Apple gives us a different address and a new account is created, so sign in the way you signed up.

Why was I signed out?

You stay signed in as long as you open the app at least once every 30 days. You're also signed out on all your devices when you change or reset your password, or tap "Log Out of All Devices".

How do I change or reset my password?

Profile → Edit Profile → Change Password; you'll need your current password. If you've forgotten it, tap "Forgot password?" on the sign-in screen and we'll email you a code (valid for an hour) to set a new one. A password needs at least 8 characters, an uppercase and a lowercase Latin letter, and a digit. After changing it, you sign in again on all your devices.

I signed up with Google or Apple — how do I add a password?

An account created with Google or Apple has no password, so Edit Profile shows no "Change Password". To add one, write down the email shown at the top of your Profile, tap "Log Out", then "Forgot password?" on the sign-in screen. Enter that address, then the code we send you, and set a password. From then on you can sign in either way.

Can I use Syncoly on several devices?

Yes. Sign in to the same account and every device shows the same calendar, clients and reports. Language, theme and vibration are set per device. "Log Out" signs out only the device you tapped it on, and reminders stop coming to it; "Log Out of All Devices" (Profile → System Settings) signs you out everywhere.

How do I delete my account?

Profile → Edit Profile → Request Account Removal. Your account isn't deleted straight away: our team will contact you within 14 days, and until then you can withdraw the request with "Cancel" under "Account removal in progress" in your Profile. Once deleted, your data can't be restored. The request doesn't cancel your subscription — do that in the App Store or on Google Play.

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