Help guides
Locally 360 help guides walk through each task in the app, step by step, in the words on your screen. Start with the first five, or find your task below.
Getting started
Five guides, in the order you'll need them in your first week.
- Step 1: Sign up and start your $50 a month plan Your account, a design, the agreement, then the card.
- Step 2: Pick a design for your website Open the design samples and choose one.
- Step 3: Edit your website and publish it Change your pages, save, then publish.
- Step 4: Connect your own domain Two sets of records at your DNS host.
- Step 5: Let search engines find your site One switch, once the site is ready.
Every guide, by product
Website
Choose a design, edit your pages, publish, and put the site on your own domain.
Website: what's included- Pick a design for your website Last updated Open the design samples, choose the design that fits your business, then start your pages from a short questionnaire or a blank page set in Locally 360.
- Edit your website and publish it Last updated Change pages and sections in the Locally 360 editor, save your edits as a draft, then press Publish to put them live on your website.
- Connect your own domain Last updated Put your Locally 360 website on a domain you own: type it in, add the TXT verification records at your DNS host, then point the domain with a CNAME.
- Let search engines find your site Last updated New Locally 360 sites start hidden from search engines. Turn on Let search engines find this site once your site is ready for people to find.
- Update your hours, holiday hours or service area Last updated Change your opening hours, add holiday and seasonal hours, or edit the towns you work in from your Locally 360 business profile, then publish.
- Change the photos on your website Last updated Swap a photo in any section of your Locally 360 website: upload your own image to the media library, add alt text, then save the page and publish.
- Restore an older version of a page Last updated Each page in Locally 360 keeps its newest 3 saved versions. Restore one from Version history in the editor, then publish to put it live again.
- Add Google Analytics, Meta Pixel or Clarity Last updated Paste a Google Analytics 4, Meta Pixel or Microsoft Clarity ID into Locally 360, set up the cookie banner that asks visitors first, then publish.
- Have Locally 360 build your site Last updated Order a site build from Billing at any time: pick a scratch build or a migration, accept the Build Agreement, then review and approve your preview.
Quote forms and lead inbox
Every inquiry from your site lands in your lead inbox and in your email.
Quote forms: what's included- Answer a quote request from your website Last updated When a customer sends your quote form, Locally 360 emails you and files it in your lead inbox. Read it, contact the customer, then mark it handled.
- Sort your lead inbox and find older inquiries Last updated Mark inquiries new, handled or archived, delete one you don't need, and move between months to find an older inquiry in your Locally 360 lead inbox.
Invoices and payments
Send invoices as a link, take card payments, and record cash or check.
Invoicing: what's included- Set up card payments for your invoices Last updated Create your own Stripe account from Invoice settings so customers can pay your Locally 360 invoices by card. The money goes to your own Stripe account.
- Create and send an invoice Last updated Write an invoice in Locally 360 with your own number and lines, issue it to email your customer a link, and see it marked Paid when they pay by card.
- Send an invoice that repeats Last updated Set an issued invoice to repeat weekly, monthly, quarterly or yearly for a maintenance account. Locally 360 raises a draft each time for you to send.
- Record a cash or check payment Last updated When a customer pays by cash or check, open the sent invoice in Locally 360 and press Mark as paid. Its amount moves to Paid in your invoice totals.
- Add a sales tax rate to your invoices Last updated Switch on Manual rate in Locally 360 Invoice settings, add your sales tax rates with a name, percent and jurisdiction, then pick a default rate.
- What your customers see in the customer portal Last updated Your customers can see and pay the invoices you send them in the Locally 360 customer portal. They sign in with an emailed link, with no password.
Account and billing
Signing up, your $50 a month, your team and how to cancel.
Pricing: what's included- Sign up and start your $50 a month plan Last updated Create your Locally 360 account, confirm your email, choose a design, accept the Subscription Agreement, then pay the $50 a month by card.
- Invite someone to your team Last updated Give a teammate their own Locally 360 login: send an invitation from Team, choose their role, and they accept within 7 days. There's no charge per person.
- Turn on two-factor sign-in or add a passkey Last updated Protect your Locally 360 login with a code from an authenticator app and saved recovery codes, or sign in with a passkey on your phone or computer.
- Update the card you pay with Last updated Change the card your Locally 360 subscription is charged to: open Billing, press Update card under Payment method, and enter the new card on Stripe's page.
- Add a second site to your account Last updated Run another website from the same Locally 360 login: press Add a site, name it, then set it up. Each site has its own $50 a month subscription.
- Cancel your plan Last updated Cancel your Locally 360 subscription online from Billing, any time. Your site stays up until the paid month ends, and you can ask for a copy of your data.
Email support
Can't find your task, or a step doesn't match your screen? Write with your site's name and what you tried. We reply within three business days.