taxes
Managing taxes and payment processing fees correctly is essential for any service-based business. We need to be transparent with customers about what they pay, and we need to ensure our books match what we collect and remit. In this guide we walk through exactly how to set up taxes and
smart-tags
Managing many opportunities can get chaotic. We built a simple tool that lets you color code opportunities so you can see what matters at a glance. This reduces errors, speeds up prioritization, and helps teams focus on deals that move the needle. Table of Contents * What this feature does * Quick
affiliate-marketing
Table of Contents * Overview * Why an Affiliate Program for Your Community Works * What We’ll Cover * Step-by-Step: Enabling the Affiliate Program * Understanding the Affiliate Dashboard * The Member Experience: How Affiliates See Their Data * Handling Payouts: Best Practices for Community Owners * How to Calculate Commissions and Forecast Costs * Choosing the Right
tax-automation
Table of Contents * Why automatic international taxes matter for growing businesses * What the automatic tax feature does * How automatic calculation determines tax * Getting started: enable and configure automatic taxes * Set the nexus address: where we are tax liable * How the checkout displays tax * Product-level tax control * Business tax IDs and
automation
We created this comprehensive guide after watching Andrew George’s concise walkthrough on automations to give you a practical, step-by-step manual for building reliable workflows in the platform. If you want to stop doing repetitive tasks, avoid missed appointments, and consistently follow up with the right people at the right
CRM
We watched a thorough tutorial from a trusted creator and put together this practical, step-by-step guide to help you personalize every touchpoint in your marketing and operations. Merge fields (also called custom values or custom fields) are the simplest and most powerful way to make communications feel human, save time,
We created a short tutorial to walk agencies and service providers through a simple but powerful feature: the ability to set special prices for individual sub-accounts inside the platform. This feature is perfect for running Black Friday deals, holiday promotions, birthday discounts, enterprise negotiations, or any time you want to
csv-import
In this short tutorial from Pinnacle, I’ll show how to import blog posts into Pinnacle using a CSV file. This saves time when you’re moving lots of posts, switching platforms, or centralizing content in your CRM. Table of Contents * Why use CSV import? * How the CSV import works
white-label
We recently published a short video with practical, step-by-step guidance for selling AI services to local businesses, and the response was clear: this is a highly repeatable, lucrative model when done the right way. In this article we’ll walk through the exact three-step process we use to package and
dashboard
In our new video from Pinnacle Ai, we show how to add and customize dashboard widgets for Meta Ads and Custom Objects. These widgets help surface the metrics that matter most so you can monitor ad performance and business-specific data at a glance. "Your dashboard is awesome at providing
ai-integration
Table of Contents * Introduction — Why this integration matters * Outline * What is the MCP server (Model Context Protocol) and why it matters * How Ask AI integrates with the MCP server * Real examples: what Ask AI + MCP server can do today * Step-by-step: How to use Ask AI with the MCP server * Safety,
ai-side-hustles
Table of Contents * Introduction * Why these side hustles work right now * Quick overview of the three services * Side Hustle #1: AI Missed-Call Answering Service * Side Hustle #2: AI Social Media Response Service * Side Hustle #3: AI Appointment Setting Done Right * Building a High-Converting Landing Page Fast * How to Sell This