# Soul Help Center

> Guides and answers for Luminaries who run their practice on Soul, and for the members who join them.

## Luminaries

- [Welcome to the Soul Help Center](https://help.bringsoul.life/index.md): Everything you need to run your practice on Soul, or to get the most from the Luminaries you follow.
- [Quickstart](https://help.bringsoul.life/luminaries/quickstart.md): Go from sign-up to a live, paid-ready portal in about fifteen minutes.
- [Dashboard tour](https://help.bringsoul.life/luminaries/dashboard-tour.md): Where everything lives in your Luminary dashboard.
- [Soul AI](https://help.bringsoul.life/luminaries/soul-ai.md): Your built-in assistant that can edit your portal, create offerings, build landing pages and read your numbers, with your approval.
- [My Portal](https://help.bringsoul.life/luminaries/portal/overview.md): Your public home on Soul: what it is, how it's built, and where every design control lives.
- [Design your portal from scratch](https://help.bringsoul.life/luminaries/portal/design-your-portal-from-scratch.md): Go from an empty portal to a finished one you can put in your bio, in about twenty minutes.
- [Feature and reorder your offerings](https://help.bringsoul.life/luminaries/portal/feature-and-reorder-offerings.md): Pin your most important offering to the top of your portal with Highlights, and put your sections in the right order.
- [Add links and header buttons](https://help.bringsoul.life/luminaries/portal/add-links-and-buttons.md): Point visitors at your booking page, newsletter, membership or anything else, using link cards and header buttons.
- [Show different things to visitors and members](https://help.bringsoul.life/luminaries/portal/visibility.md): Decide what the public sees, what only your members see, and what only people with the link can open.
- [Share your portal](https://help.bringsoul.life/luminaries/portal/sharing.md): Copy your portal link, download a QR code, send people straight to checkout, and choose your handle.
- [Build a landing page for a launch](https://help.bringsoul.life/luminaries/portal/landing-pages.md): Create a focused sales or sign-up page with Soul AI, edit it, and publish it at its own link.
- [Use your own domain](https://help.bringsoul.life/luminaries/portal/custom-domain.md): Serve your Soul portal on an address you own, like yourname.com, with automatic SSL.
- [Events](https://help.bringsoul.life/luminaries/offerings/events/introduction.md): Host workshops, classes, circles, retreats and webinars, one-off or repeating, with tickets, registrations and everything around them.
- [Host a one-off event](https://help.bringsoul.life/luminaries/offerings/events/host-a-one-off-event.md): Set up a workshop, talk, retreat or webinar on a single date, publish it, and get it in front of your members.
- [Host a repeating class or circle](https://help.bringsoul.life/luminaries/offerings/events/host-a-repeating-event.md): Run a weekly class, a monthly circle or any series on a regular pattern, and decide how people join and pay.
- [Set up tickets and pricing](https://help.bringsoul.life/luminaries/offerings/events/set-up-tickets-and-pricing.md): Make an event free, paid or sliding scale, and offer several ticket types such as early bird, VIP or members-only.
- [Offer a discount code for an event](https://help.bringsoul.life/luminaries/offerings/events/offer-a-discount-code.md): Create a promo code that takes a percentage or a fixed amount off one event, several events, or all of them.
- [Run an online or in-person event](https://help.bringsoul.life/luminaries/offerings/events/run-an-online-or-in-person-event.md): Add a meeting link for an online event, or a venue, map and directions for an in-person one.
- [Limit seats](https://help.bringsoul.life/luminaries/offerings/events/limit-seats.md): Cap how many people can register, per event or per ticket.
- [Let members vote on a time](https://help.bringsoul.life/luminaries/offerings/events/let-members-vote-on-a-time.md): Publish an event before the date is set, share a poll with candidate times, and apply the winning time.
- [Collect info with a registration form](https://help.bringsoul.life/luminaries/offerings/events/collect-info-with-a-registration-form.md): Ask intake, screening, dietary or intention questions that people answer before they can register.
- [Message your registrants](https://help.bringsoul.life/luminaries/offerings/events/message-your-registrants.md): Email everyone registered for an event, or one ticket group, now or at a time you schedule.
- [Share recordings and materials](https://help.bringsoul.life/luminaries/offerings/events/share-recordings-and-materials.md): Give registrants worksheets, slides, replays and bonuses, organized in folders on the event.
- [Give your event a chat space](https://help.bringsoul.life/luminaries/offerings/events/give-your-event-a-chat-space.md): Open a group chat for the people registered for an event, so they can connect before, during and after.
- [Automate follow-ups](https://help.bringsoul.life/luminaries/offerings/events/automate-follow-ups.md): Send an email or a form to each person automatically the moment they register for an event.
- [Add attendees yourself](https://help.bringsoul.life/luminaries/offerings/events/add-attendees-yourself.md): Register someone for free, or email them an invite to accept and pay, straight from the event.
- [Manage registrations, cancellations and refunds](https://help.bringsoul.life/luminaries/offerings/events/manage-registrations-cancellations-and-refunds.md): See who's coming, export the list, mark attendance, and cancel or refund a registration.
- [1:1 Sessions](https://help.bringsoul.life/luminaries/offerings/sessions/introduction.md): Offer bookable appointments that clients schedule into your availability: discovery calls, readings, coaching, healing work and small-group sessions.
- [Offer a free discovery call](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-free-discovery-call.md): Set up a short, free intro call that new people can book straight from your portal.
- [Sell a paid session](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-paid-session.md): Create a paid appointment clients can book and pay for in one go, from setup to sharing the link.
- [Offer pay-what-you-can pricing](https://help.bringsoul.life/luminaries/offerings/sessions/offer-pay-what-you-can-pricing.md): Let clients choose what they pay for a session, within a minimum and maximum you set.
- [Sell a package of sessions](https://help.bringsoul.life/luminaries/offerings/sessions/sell-a-session-package.md): Sell several sessions for one price, with the client picking all their times when they book.
- [Offer online, in-person or hybrid sessions](https://help.bringsoul.life/luminaries/offerings/sessions/choose-online-or-in-person.md): Hold sessions over Zoom, Google Meet or your own link, at a real address, or let each client choose.
- [Set your availability](https://help.bringsoul.life/luminaries/offerings/sessions/set-your-availability.md): Choose when each session can be booked, add breaks between sessions and advance notice, and block out holidays.
- [Require an intake form before booking](https://help.bringsoul.life/luminaries/offerings/sessions/require-an-intake-form.md): Ask clients your questions before they book, and read their answers on each booking.
- [Approve each booking yourself](https://help.bringsoul.life/luminaries/offerings/sessions/approve-bookings-manually.md): Choose whether new bookings wait for your approval or are confirmed the moment someone books.
- [Run sessions with your team](https://help.bringsoul.life/luminaries/offerings/sessions/run-sessions-with-your-team.md): Let team members host your session types, and choose whether Soul assigns them or clients pick.
- [Reserve rooms and equipment for sessions](https://help.bringsoul.life/luminaries/offerings/sessions/reserve-rooms-and-equipment.md): Tie in-person sessions to your rooms and equipment so nothing is double-booked.
- [Host small-group sessions](https://help.bringsoul.life/luminaries/offerings/sessions/host-small-group-sessions.md): Let several clients book the same time slot, such as a small breathwork circle or a couples session.
- [Handle reschedules, cancellations and refunds](https://help.bringsoul.life/luminaries/offerings/sessions/handle-reschedules-cancellations-and-refunds.md): Set your policy, move or cancel a booking, and refund a client when plans change.
- [Book a session for a client yourself](https://help.bringsoul.life/luminaries/offerings/sessions/book-a-client-yourself.md): Schedule a session on someone's behalf, from one of your session types or as a quick ad-hoc session.
- [Discount a session](https://help.bringsoul.life/luminaries/offerings/sessions/discount-a-session.md): Offer a session for less with a promo code, or make it free or cheaper for people who hold a pass.
- [Offer a session only to specific clients](https://help.bringsoul.life/luminaries/offerings/sessions/offer-a-private-session.md): Keep a session off your public page and share it only with the people you choose, or with your subscribers.
- [Send emails automatically after booking](https://help.bringsoul.life/luminaries/offerings/sessions/send-emails-after-booking.md): Send a prep email or a form every time someone books a session type.
- [Courses](https://help.bringsoul.life/luminaries/offerings/courses/introduction.md): Build self-paced programs from modules, lessons and quizzes, then sell them, include them for members, or give them away.
- [Build and publish a self-paced course](https://help.bringsoul.life/luminaries/offerings/courses/build-a-self-paced-course.md): Go from a blank course to a live one that members can enroll in and work through at their own pace.
- [Sell a course on its own](https://help.bringsoul.life/luminaries/offerings/courses/sell-a-course.md): Charge a one-time price for a course so anyone can buy it, whether or not they're a member.
- [Include a course in your membership](https://help.bringsoul.life/luminaries/offerings/courses/include-a-course-for-members.md): Make a course free for your subscribers, or available only to them, as a perk of your membership.
- [Offer free preview lessons](https://help.bringsoul.life/luminaries/offerings/courses/offer-free-preview-lessons.md): Let anyone open one or more lessons without enrolling, so they can try your course before they buy.
- [Add a quiz to your course](https://help.bringsoul.life/luminaries/offerings/courses/add-a-quiz.md): Check understanding with a multiple-choice quiz lesson, and see how members did.
- [Build a course from your Content Library](https://help.bringsoul.life/luminaries/offerings/courses/build-from-content-library.md): Turn videos, articles and files you've already uploaded into course lessons, without uploading them again.
- [Release lessons over time](https://help.bringsoul.life/luminaries/offerings/courses/release-lessons-over-time.md): Roll a course out week by week by publishing lessons as you go, and let members know when new ones arrive.
- [Run a cohort-style course](https://help.bringsoul.life/luminaries/offerings/courses/run-a-cohort-style-course.md): Combine a self-paced course with live group calls and a chat space so a group moves through it together.
- [Offer launch or discount pricing](https://help.bringsoul.life/luminaries/offerings/courses/offer-launch-pricing.md): Run an early-bird price, a time-limited sale, or a code-only discount on a course.
- [Send a welcome email when someone enrolls](https://help.bringsoul.life/luminaries/offerings/courses/send-a-welcome-email-on-enrollment.md): Automatically email new students, or send them a form, the moment they enroll in a course.
- [Track enrollments and progress](https://help.bringsoul.life/luminaries/offerings/courses/track-enrollments-and-progress.md): See who has enrolled in a course, what they paid, how far they've got, and how they did on quizzes.
- [Move a course from another platform](https://help.bringsoul.life/luminaries/offerings/courses/move-a-course-from-another-platform.md): Rebuild your course on Soul and let your existing students in for free, so nobody pays twice.
- [Update, unpublish or retire a course](https://help.bringsoul.life/luminaries/offerings/courses/update-or-retire-a-course.md): Edit a live course without disrupting students, and know what happens when you unpublish, archive or delete it.
- [Content Library](https://help.bringsoul.life/luminaries/offerings/content-library/introduction.md): Host your own meditations, recordings, articles and downloads, alone or grouped into collections, free or paid.
- [Give away a free meditation to grow your list](https://help.bringsoul.life/luminaries/offerings/content-library/give-away-a-free-lead-magnet.md): Offer a free recording or PDF that people unlock by filling in a short form, so you capture their name and email.
- [Sell a single recording or download](https://help.bringsoul.life/luminaries/offerings/content-library/sell-a-single-download.md): Put a one-time price on one meditation, video, workbook or guide so people can buy it from your portal.
- [Create and sell a series as a collection](https://help.bringsoul.life/luminaries/offerings/content-library/sell-a-collection.md): Group related items, like a 7-day meditation series, into one collection and sell them together for one price.
- [Make content free for members, paid for others](https://help.bringsoul.life/luminaries/offerings/content-library/free-for-members-paid-for-others.md): Give your paying subscribers free or discounted access to an item or collection while everyone else buys it.
- [Build a members-only library](https://help.bringsoul.life/luminaries/offerings/content-library/build-a-members-only-library.md): Keep a set of recordings, practices and resources that only your paying subscribers can see and open.
- [Share content privately with a link](https://help.bringsoul.life/luminaries/offerings/content-library/share-unlisted-content.md): Make an item or collection unlisted so it stays off your portal but anyone you send the link to can open it.
- [Keep recordings stream-only](https://help.bringsoul.life/luminaries/offerings/content-library/keep-content-stream-only.md): Know which content members can download and which they can only play or read on your portal, and choose the right format.
- [Write and publish an article](https://help.bringsoul.life/luminaries/offerings/content-library/write-an-article.md): Write a reflection, guide or practice directly in Soul with the article editor, then share it free or paid.
- [Organize a big library with folders](https://help.bringsoul.life/luminaries/offerings/content-library/organize-with-folders.md): Use collections, folders, bulk upload, reordering and moving to keep a growing library easy to browse.
- [Prepare content as a draft](https://help.bringsoul.life/luminaries/offerings/content-library/prepare-content-as-a-draft.md): Hide an item or collection completely while you build it, then publish it when it's ready.
- [Feature content on your portal](https://help.bringsoul.life/luminaries/offerings/content-library/feature-content-on-your-portal.md): Make sure your items and collections show on your portal, and put your best piece where visitors see it first.
- [Turn a collection into a course](https://help.bringsoul.life/luminaries/offerings/content-library/move-content-into-a-course.md): Import a library collection into a course as modules and lessons, without uploading anything again.
- [Archive and clean up your library](https://help.bringsoul.life/luminaries/offerings/content-library/archive-and-clean-up.md): Take old content off your portal, restore it later, delete it for good, and remove empty collections.
- [Chat Spaces](https://help.bringsoul.life/luminaries/offerings/chat-spaces/introduction.md): Real-time group chat rooms on your portal, free, for subscribers, or paid.
- [Start a free community chat on your portal](https://help.bringsoul.life/luminaries/offerings/chat-spaces/free-community-chat.md): Open a free chat room on your portal where anyone can join, talk with you and meet each other.
- [Give your subscribers a members-only chat](https://help.bringsoul.life/luminaries/offerings/chat-spaces/subscribers-only-chat.md): Create a Private chat space that's included in your membership and hidden from everyone else.
- [Charge for access to a chat space](https://help.bringsoul.life/luminaries/offerings/chat-spaces/paid-chat-space.md): Sell access to a chat room for a one-time price or a monthly or yearly subscription.
- [Add a chat space to an event](https://help.bringsoul.life/luminaries/offerings/chat-spaces/event-chat-space.md): Turn on a chat for an event that everyone with a confirmed registration joins automatically.
- [Give a course cohort a place to talk](https://help.bringsoul.life/luminaries/offerings/chat-spaces/course-cohort-chat.md): Set up a chat space for the students of a course, even though courses don't have built-in chat yet.
- [Add a chat to your Community or a Circle](https://help.bringsoul.life/luminaries/offerings/chat-spaces/community-and-circle-chat.md): Create a chat space for everyone in your Community, or only for the members of one Circle.
- [Run an unlisted, link-only chat space](https://help.bringsoul.life/luminaries/offerings/chat-spaces/unlisted-invite-only-chat.md): Create a chat room that isn't listed anywhere on your portal, so only people you send the link to can find it.
- [Moderate a chat space: pin, delete and remove members](https://help.bringsoul.life/luminaries/offerings/chat-spaces/moderate-a-chat-space.md): Keep a chat space safe and focused by pinning what matters, deleting messages and removing members.
- [Archive or close a chat space](https://help.bringsoul.life/luminaries/offerings/chat-spaces/archive-a-chat-space.md): Make a chat space read-only when it has run its course, and bring it back whenever you like.
- [Help members find your chat space](https://help.bringsoul.life/luminaries/offerings/chat-spaces/make-your-chat-space-easy-to-find.md): Put your chat space where members will see it: your portal's Chat Space section, Highlights and shared links.
- [Private Paths](https://help.bringsoul.life/luminaries/offerings/paths/introduction.md): Send a series of prompts by text message, and optionally email, that guide your members day by day.
- [Run a 21-day self-paced challenge](https://help.bringsoul.life/luminaries/offerings/paths/run-a-self-paced-challenge.md): Build a daily practice that starts on the day each person joins and runs for as many days as you choose.
- [Send prompts on fixed dates for a live program](https://help.bringsoul.life/luminaries/offerings/paths/send-prompts-on-fixed-dates.md): Use a Scheduled path so everyone in a live program gets the same message on the same calendar day.
- [Pair a path with a course or event](https://help.bringsoul.life/luminaries/offerings/paths/pair-a-path-with-a-course-or-event.md): Add reflection, practice and integration prompts that run alongside your course lessons or between live sessions.
- [Welcome new members with a path](https://help.bringsoul.life/luminaries/offerings/paths/welcome-new-members-with-a-path.md): Enroll everyone who signs up to your portal in a first-days welcome journey, automatically.
- [Send a path by email](https://help.bringsoul.life/luminaries/offerings/paths/send-a-path-by-email.md): Deliver a path's messages by email, or by text and email together, using a Scheduled path.
- [Draft a path privately before launch](https://help.bringsoul.life/luminaries/offerings/paths/draft-a-path-before-launch.md): Build, test and polish a path while it's hidden from your audience, then publish when it's ready.
- [Add days or edit messages on a live path](https://help.bringsoul.life/luminaries/offerings/paths/add-or-edit-messages-on-a-live-path.md): Extend, reword or remove messages on a path people are already on, without starting over.
- [Import messages from a spreadsheet](https://help.bringsoul.life/luminaries/offerings/paths/import-messages-from-a-spreadsheet.md): Write your whole path in a spreadsheet and upload every message at once with a CSV file.
- [Get members to join your path](https://help.bringsoul.life/luminaries/offerings/paths/get-members-to-join.md): Joining a path is a separate step from joining your membership. Here's how to make sure people actually start.
- [Manage who is on a path](https://help.bringsoul.life/luminaries/offerings/paths/manage-path-subscribers.md): See who has joined, check what each person received, resend a prompt, or remove someone from a path.
- [Retire a path](https://help.bringsoul.life/luminaries/offerings/paths/retire-a-path.md): Stop new sign-ups, let current members finish, or take a path down for good.
- [Passes](https://help.bringsoul.life/luminaries/offerings/passes/introduction.md): Sell time-boxed access that lets holders book your 1:1 sessions and events for free or at a special price.
- [Create and sell your first pass](https://help.bringsoul.life/luminaries/offerings/passes/create-and-sell-a-pass.md): Set up a pass from scratch, attach what it unlocks, and share it so members can buy it.
- [Offer a few months of free sessions](https://help.bringsoul.life/luminaries/offerings/passes/offer-time-limited-free-sessions.md): Sell a membership-style pass, like 3 months of free 1:1 calls, that switches off on its own when the time is up.
- [Give pass holders a discount instead of free access](https://help.bringsoul.life/luminaries/offerings/passes/give-pass-holders-a-discount.md): Let pass holders book your sessions or events at a lower price instead of for free.
- [Include event tickets in a pass](https://help.bringsoul.life/luminaries/offerings/passes/include-events-in-a-pass.md): Give pass holders free or discounted tickets to your upcoming events.
- [Sell a pack of sessions](https://help.bringsoul.life/luminaries/offerings/passes/sell-a-session-pack.md): Offer “5 sessions for one price”, and know when a bundle fits better than a pass.
- [Gift a pass or give a scholarship](https://help.bringsoul.life/luminaries/offerings/passes/gift-or-scholarship-pass.md): Give someone a pass for free with Grant Pass, so they get pass-holder prices without paying.
- [Create a pass that never expires](https://help.bringsoul.life/luminaries/offerings/passes/create-an-unlimited-pass.md): Give holders pass-holder prices with no end date, such as a lifetime or founding-member pass.
- [See and manage pass holders](https://help.bringsoul.life/luminaries/offerings/passes/manage-pass-holders.md): Check who holds a pass, whether they've paid and activated it, and start or end a pass for someone.
- [Change or retire a pass](https://help.bringsoul.life/luminaries/offerings/passes/change-or-retire-a-pass.md): Edit a pass's details, price, duration or offerings, and understand what changes for people who already hold it.
- [Choose between a pass, a membership or a bundle](https://help.bringsoul.life/luminaries/offerings/passes/passes-vs-memberships-vs-bundles.md): Compare passes, memberships, session bundles and subscriber prices to pick the right way to sell ongoing access.
- [Your community](https://help.bringsoul.life/luminaries/community/introduction.md): A private space on your portal where your members meet, post, ask questions, gather live and get to know each other.
- [Launch your community](https://help.bringsoul.life/luminaries/community/launch-your-community.md): Go from an empty community to a welcoming room with its first members, in one sitting.
- [Set up onboarding and guidelines](https://help.bringsoul.life/luminaries/community/set-up-onboarding.md): Shape the first few minutes a new member spends in your community: your welcome, your house rules and the questions on their profile.
- [Make your community members-only](https://help.bringsoul.life/luminaries/community/require-a-paid-membership.md): Keep your community for people with an active paid membership, and bring new subscribers in automatically.
- [Create circles: open, invite-only or for paying members](https://help.bringsoul.life/luminaries/community/create-circles.md): Give a cohort, topic or season its own room inside your community, and decide exactly who can come in.
- [Post to your community](https://help.bringsoul.life/luminaries/community/post-to-your-community.md): Share a reflection with your whole community or one circle, reply to members and keep the feed tidy.
- [Run a Q&A board](https://help.bringsoul.life/luminaries/community/run-a-qa-board.md): Let members ask questions, answer the ones that matter, pin the best and close out what's done.
- [Host a live gathering](https://help.bringsoul.life/luminaries/community/host-a-live-gathering.md): Schedule a live session for your members, plan its run-of-show, open the room and bring members up to speak.
- [Introduce members to each other](https://help.bringsoul.life/luminaries/community/introduce-members.md): Use Connections to send quiet, considered introductions between members who might be glad to meet.
- [Share materials and recordings](https://help.bringsoul.life/luminaries/community/share-materials.md): Give members files they can keep and recordings of past gatherings, for everyone or for one circle.
- [Care for your members](https://help.bringsoul.life/luminaries/community/care-for-your-members.md): Find anyone in your community, see how they're taking part, message them, keep private notes and add them to circles.
- [Moderate your community](https://help.bringsoul.life/luminaries/community/moderate-your-community.md): Review what members report, decide on posts held for review, and mute, remove or welcome back members, with a record of every action.
- [Your audience](https://help.bringsoul.life/luminaries/audience/introduction.md): Reach, capture and grow your audience: the people you know, the forms that bring new ones in, and the ways you talk to them.
- [People](https://help.bringsoul.life/luminaries/audience/people.md): Your contact list and CRM: everyone in your audience in one place, from new leads to paying customers and subscribers.
- [How people join your list](https://help.bringsoul.life/luminaries/audience/people/how-people-join-your-list.md): Every way someone lands in People, what Source they get, and when a lead becomes a customer or subscriber.
- [Find and filter people](https://help.bringsoul.life/luminaries/audience/people/find-and-filter-people.md): Use the tabs, search, filters and sorting in People to find one person or a whole group.
- [View a person's profile](https://help.bringsoul.life/luminaries/audience/people/view-a-persons-profile.md): Everything about one person in one place: relationship, contact details, subscription, notes, purchases, sessions, form answers and community activity.
- [Add a contact](https://help.bringsoul.life/luminaries/audience/people/add-a-contact.md): Add a lead or a customer to People by hand, or send someone a membership invite they can claim.
- [Bring your list from another platform](https://help.bringsoul.life/luminaries/audience/import-your-contacts.md): Move your existing email list or clients into Soul with a CSV, tagged so you can reach them with announcements and invite them in.
- [Organize with tags](https://help.bringsoul.life/luminaries/audience/people/organize-with-tags.md): Label people with tags and custom attributes so you can find them again and send them announcements as a group.
- [Keep notes on a person](https://help.bringsoul.life/luminaries/audience/people/keep-notes-on-a-person.md): Write, edit and delete private notes on anyone in People, so you remember what matters before you next see them.
- [Reach people from your list](https://help.bringsoul.life/luminaries/audience/people/reach-people-from-your-list.md): Turn the people in your list into announcement audiences: everyone, leads, customers, subscribers, form sign-ups, event guests and tags.
- [Export your contacts](https://help.bringsoul.life/luminaries/audience/people/export-your-contacts.md): Download everyone in People, or just the group you have filtered, as a CSV spreadsheet.
- [Block, report or delete someone](https://help.bringsoul.life/luminaries/audience/people/block-report-or-delete-someone.md): Stop someone from booking, buying or messaging, record a report, cancel their membership, or remove them from your lists.
- [Forms & Funnels](https://help.bringsoul.life/luminaries/audience/forms.md): Collect sign-ups, intake answers, applications, waivers and feedback, and turn a form into a funnel that takes someone from a free download to a paid offering.
- [Create and manage forms](https://help.bringsoul.life/luminaries/audience/forms/create-and-manage-forms.md): Create a lead or custom form, rename it, preview and share it, find it again, and delete it safely.
- [Question types](https://help.bringsoul.life/luminaries/audience/forms/question-types.md): Every question type a custom form can ask, how to add, edit, reorder and require questions, and what respondents see.
- [Leads and responses](https://help.bringsoul.life/luminaries/audience/forms/leads-and-responses.md): See who submitted a form, read their answers, add notes, export to CSV and follow up.
- [Share and embed a form](https://help.bringsoul.life/luminaries/audience/forms/share-and-embed-a-form.md): Every place a form can appear: its own link, a button on your portal, a landing page, before an offering, or by email.
- [Plan a funnel from first visit to first booking](https://help.bringsoul.life/luminaries/audience/forms/plan-a-funnel.md): Connect a free download, a lead form, a landing page, a follow-up announcement and an intake form into one path that turns visitors into clients.
- [Build a lead funnel with a freebie](https://help.bringsoul.life/luminaries/audience/build-a-lead-funnel.md): Turn a lead form into an opt-in page that offers a free guide or meditation, delivers it the moment someone signs up, and adds them to your leads.
- [Capture leads from your portal](https://help.bringsoul.life/luminaries/audience/capture-leads-from-your-portal.md): Add a Get updates button to your portal header so visitors can leave their details without buying anything.
- [Build an intake or application form](https://help.bringsoul.life/luminaries/audience/build-an-intake-form.md): Create a custom form with your own questions, then require it before someone books, registers, buys or subscribes.
- [Collect a waiver or consent](https://help.bringsoul.life/luminaries/audience/forms/collect-a-waiver-or-consent.md): Build a form with your terms, a required "Yes" and a signature, and require it before an in-person event, a session or a retreat.
- [Run a feedback survey](https://help.bringsoul.life/luminaries/audience/forms/run-a-feedback-survey.md): Ask for ratings and honest feedback after a session, course or retreat, anonymously if you prefer, and read the results in one place.
- [Follow up automatically after a form](https://help.bringsoul.life/luminaries/audience/forms/follow-up-automatically.md): Send an email the moment someone submits a custom form, deliver a free download from a lead form, and know what Soul sends on its own.
- [Landing Pages](https://help.bringsoul.life/luminaries/audience/landing-pages/introduction.md): Standalone, designed pages for one offer or campaign: Soul AI builds them in your brand, you edit anything, then publish them at their own link.
- [Create a landing page with Soul](https://help.bringsoul.life/luminaries/audience/landing-pages/create-a-page-with-soul.md): Describe a page in a few sentences, let Soul AI design it in your brand, then refine it by chat or start from a blank page instead.
- [Edit your landing page by hand](https://help.bringsoul.life/luminaries/audience/landing-pages/edit-your-page.md): Change text, images, video and buttons, style any element, add components, reorder sections, undo mistakes, and import or export the page as HTML.
- [Add offerings and links to a landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/add-offerings-and-links.md): Show a session, event, course or content item as a live card that keeps its price and date current, and make every button lead somewhere useful.
- [Add a form to a landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/add-a-form.md): Embed one of your Soul forms in a landing page so sign-ups and answers are saved, and choose a stacked, single-row or one-question-at-a-time layout.
- [Publish and share a landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/publish-and-share.md): Set the page name, address and social preview, publish and update it, share the link, feature it on your portal or your own domain, and take it down.
- [Restore an earlier version of a landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/restore-an-earlier-version.md): Look back through every publish, Soul AI edit and editing checkpoint of a landing page, preview any of them, and bring one back.
- [Announcements](https://help.bringsoul.life/luminaries/audience/announcements.md): Share news, offers and reflections on your portal, and send them to your audience by email or text, now or later.
- [Write an announcement](https://help.bringsoul.life/luminaries/audience/announcements/write-an-announcement.md): Use the announcement editor: title, thumbnail, rich text with images, audio files and voice memos, and the email header and footer.
- [Send an announcement to everyone](https://help.bringsoul.life/luminaries/audience/send-an-announcement-to-everyone.md): Publish news on your portal and email it to your whole audience in one go.
- [Send an announcement to a segment](https://help.bringsoul.life/luminaries/audience/send-an-announcement-to-a-segment.md): Email just the right people: one form's sign-ups, one event's guests, a tag, a place, your subscribers or your community.
- [Announce to your community](https://help.bringsoul.life/luminaries/audience/announcements/announce-to-your-community.md): Email your community members, including those who aren't subscribers, with an announcement that stays off your public portal.
- [Schedule an announcement](https://help.bringsoul.life/luminaries/audience/schedule-an-announcement.md): Write your announcement now and have it go out at the time you choose, with the option to cancel before it goes.
- [Drafts and test emails](https://help.bringsoul.life/luminaries/audience/announcements/drafts-and-test-emails.md): Save an announcement as a draft, come back to it later, and send yourself a test email before anyone else sees it.
- [Edit, unpublish or delete an announcement](https://help.bringsoul.life/luminaries/audience/announcements/edit-unpublish-or-delete.md): Fix a typo, change who can see a post, take it back to drafts or remove it, without emailing people by accident.
- [Share an announcement](https://help.bringsoul.life/luminaries/audience/announcements/share-an-announcement.md): Copy an announcement link, post it to X, Facebook or LinkedIn, and pin it to the top of your portal with Highlights.
- [Track a broadcast](https://help.bringsoul.life/luminaries/audience/announcements/track-a-broadcast.md): Follow an announcement email from scheduled to sent, read the sent, skipped and failed counts, and ask Soul AI for opens and clicks.
- [How announcements reach people: email and SMS](https://help.bringsoul.life/luminaries/audience/email-and-sms-announcements.md): Soul chooses email or text for each person automatically. Here's how it decides, how unsubscribes work, and how to make your emails look like you.
- [Announcements FAQ](https://help.bringsoul.life/luminaries/audience/announcements/faq.md): Answers to common questions about announcements: visibility on your portal, who gets emailed, scheduling, test emails and unsubscribes.
- [AutoDM for Instagram](https://help.bringsoul.life/luminaries/audience/autodm.md): Automatically reply to Instagram comments and DMs that contain a keyword, and send people a link to your offering or freebie.
- [Connect Instagram to AutoDM](https://help.bringsoul.life/luminaries/audience/autodm/connect-instagram.md): Link your Instagram Business or Creator account to Soul, fix connection errors, reconnect after access lapses, or disconnect.
- [Send a freebie to everyone who comments a keyword](https://help.bringsoul.life/luminaries/audience/autodm-keyword-campaign.md): Set up an AutoDM campaign so everyone who comments your keyword on Instagram gets a public reply and a DM with your link.
- [Reply automatically to DMs and story replies](https://help.bringsoul.life/luminaries/audience/autodm/reply-to-dms-and-story-replies.md): Set up an AutoDM campaign that answers when someone sends you a keyword by direct message or replies to your story with it.
- [Target specific Instagram posts](https://help.bringsoul.life/luminaries/audience/autodm/target-specific-posts.md): Limit an AutoDM comment campaign to the posts you choose, so each post can send its own offer.
- [Write AutoDM replies and attach offerings](https://help.bringsoul.life/luminaries/audience/autodm/write-replies-and-attach-offerings.md): Write the public reply and the DM, rotate variations, and add a button that links to your session, event, course, form, membership or any other link.
- [Capture leads with AutoDM](https://help.bringsoul.life/luminaries/audience/autodm/capture-leads-with-autodm.md): Turn Instagram comments into email sign-ups by sending a form or freebie page in the DM, then follow up with announcements.
- [Manage AutoDM campaigns](https://help.bringsoul.life/luminaries/audience/autodm/manage-campaigns.md): Pause, resume, rename or delete an AutoDM campaign, and fix keyword and post conflicts between campaigns.
- [AutoDM FAQ](https://help.bringsoul.life/luminaries/audience/autodm/faq.md): Answers to common AutoDM questions, including what Instagram does and doesn't allow and why a campaign didn't reply.
- [Recommendations](https://help.bringsoul.life/luminaries/audience/recommendations.md): Share the books, podcasts, teachers and places you love with your community, each with a note on why.
- [Add a recommendation](https://help.bringsoul.life/luminaries/audience/recommendations/add-a-recommendation.md): Recommend a book, podcast, practitioner or place: every field in the Add Recommendation window, and what to write in each.
- [Build a curated list](https://help.bringsoul.life/luminaries/audience/recommendations/build-a-curated-list.md): Turn your favourite books, podcasts, teachers and places into a themed list your community comes back to.
- [Show recommendations on your portal](https://help.bringsoul.life/luminaries/audience/recommendations/show-recommendations-on-your-portal.md): Turn on the Recommendations section, place it among your other sections, and see what members see.
- [Members-only recommendations](https://help.bringsoul.life/luminaries/audience/recommendations/members-only-recommendations.md): Keep some of your recommendations as a perk for subscribers, and know exactly what everyone else sees.
- [Edit, share and remove recommendations](https://help.bringsoul.life/luminaries/audience/recommendations/manage-and-share.md): Find a recommendation, change it, switch its visibility, copy its link or delete it.
- [Move recommendations into your Content Library](https://help.bringsoul.life/luminaries/audience/recommendations/move-to-content-library.md): Convert recommendations into content items, on their own or grouped in a collection, with Migrate to Content.
- [Co-Creation](https://help.bringsoul.life/luminaries/audience/co-creation.md): Get matched with other practitioners each month, with a written idea for what you could create together.
- [Join Co-Creation](https://help.bringsoul.life/luminaries/audience/co-creation/join-co-creation.md): Activate Co-Creation from your dashboard, let Soul read your portal, and finish the four-step profile so matching can start.
- [Your Co-Creation profile](https://help.bringsoul.life/luminaries/audience/co-creation/your-co-creation-profile.md): Edit what other practitioners see, what Soul matches you on, and whether you appear in Discover or get put forward for ideas.
- [Your monthly matches](https://help.bringsoul.life/luminaries/audience/co-creation/your-monthly-matches.md): How Soul writes your Co-Creation ideas each month, how many you get, and how to search, like, save and steer them.
- [Explore an idea](https://help.bringsoul.life/luminaries/audience/co-creation/explore-an-idea.md): Read the full write-up behind a Co-Creation match: why it fits, how it would run, the money, where and when, and your private notes.
- [Say hello to a match](https://help.bringsoul.life/luminaries/audience/co-creation/say-hello-to-a-match.md): Open a conversation with your suggested co-creators, bring the idea into it, and keep talking in your Soul inbox.
- [Invite someone to an idea](https://help.bringsoul.life/luminaries/audience/co-creation/invite-someone-to-an-idea.md): Email an idea to a suggested co-creator who is not on Soul yet, or bring in someone of your own choosing.
- [Tailor and send a pitch](https://help.bringsoul.life/luminaries/audience/co-creation/tailor-and-send-a-pitch.md): Make your own editable copy of an idea for one person, rewrite it with Soul, adjust the split, and send it.
- [Plan the money for a co-created offering](https://help.bringsoul.life/luminaries/audience/co-creation/plan-the-money.md): Read an idea's suggested price and revenue split, agree terms with your co-creator, and decide whose portal takes payment.
- [Discover co-creators](https://help.bringsoul.life/luminaries/audience/co-creation/discover-co-creators.md): Search Co-Creation for practitioners, venues, makers and communities, view their profiles, and message them directly.
- [Invite & Refer](https://help.bringsoul.life/luminaries/audience/co-creation/invite-and-refer.md): Share your personal invite link with practitioners you trust, and earn an extra Co-Creation match for each one who joins.
- [Messages](https://help.bringsoul.life/luminaries/audience/messages.md): Your direct conversations with members and other Luminaries, in one inbox on your Soul home.
- [Business](https://help.bringsoul.life/luminaries/business/overview.md): Get paid, price your membership, run promotions, look after customers and read your numbers.
- [How membership works](https://help.bringsoul.life/luminaries/business/membership/introduction.md): Your membership is a subscription to your whole portal. See how price, onboarding, discounts, Private offerings and your subscriber list fit together, and where each one lives.
- [What Private means: subscribers only](https://help.bringsoul.life/luminaries/business/membership/private-means-subscribers-only.md): Private doesn't mean hidden or invite-only. It means only your active subscribers can get in. See what Private does on each kind of offering, and when to use Unlisted instead.
- [Set up a membership with tiers](https://help.bringsoul.life/luminaries/business/membership-pricing.md): Offer up to five membership prices, billed monthly, yearly or both, so members can choose the level that fits.
- [Offer a free or pay-what-you-can membership](https://help.bringsoul.life/luminaries/business/free-or-pay-what-you-can.md): Use a sliding scale so members choose what they pay, from zero up, or make your membership free.
- [Offer a free trial of your membership](https://help.bringsoul.life/luminaries/business/free-trial.md): Let people try your membership for a set number of days, or until a set date, before their first payment.
- [Sell a fixed-length program or one-time membership](https://help.bringsoul.life/luminaries/business/fixed-length-membership.md): Make your membership end on its own after a set time, or sell access for a single payment.
- [Change your membership price](https://help.bringsoul.life/luminaries/business/pricing/change-your-membership-price.md): Raise or lower your membership price, switch between a range and tiers, and understand what happens to members who already pay.
- [Ask questions before someone subscribes](https://help.bringsoul.life/luminaries/business/onboarding.md): Collect information from new members before checkout, and write the FAQ for your membership.
- [Discount your membership](https://help.bringsoul.life/luminaries/business/membership/discount-your-membership.md): Create a promo code that only works on your membership: launch offers, founding-member rates, yearly nudges and free trials.
- [Migrate members from another platform](https://help.bringsoul.life/luminaries/business/migrate-members.md): Bring your existing paying members to Soul with personal invites, keeping their price and choosing when billing starts.
- [Launch a promo code](https://help.bringsoul.life/luminaries/business/promotions.md): Create a discount code for your membership, sessions, events or courses, with optional limits, conditions and an expiry date.
- [Limit a code with purchase conditions](https://help.bringsoul.life/luminaries/business/promotions/limit-a-code-with-purchase-conditions.md): Make a promo code work only for one event ticket, one billing cycle of your membership, or one session format.
- [Manage, deactivate and redirect promo codes](https://help.bringsoul.life/luminaries/business/promotions/manage-deactivate-and-redirect-codes.md): Find a code, check its details, turn it off or back on, and point an old code at a new offer.
- [Manage customers and subscribers](https://help.bringsoul.life/luminaries/business/customers-and-subscribers.md): Find anyone who has bought from you or subscribed, see who is active or has left, export your list, add or invite people, and cancel a membership.
- [Read your analytics](https://help.bringsoul.life/luminaries/business/analytics.md): What each number on your Analytics page means, which ones follow your date range, and what to do when they move.
- [Analytics metric definitions](https://help.bringsoul.life/luminaries/business/analytics/metric-definitions.md): How every number on your Analytics page is calculated, and which ones change with the date range and the offering filter.
- [Review your month or a launch](https://help.bringsoul.life/luminaries/business/analytics/review-your-month-or-a-launch.md): A short routine for reading Analytics at the end of a month or after a launch, and turning what you see into next steps.
- [Set up payouts and get paid](https://help.bringsoul.life/luminaries/business/stripe-and-payouts.md): Connect Stripe so you can sell, see every payment and fee, and understand how and when money reaches your bank.
- [How payouts work](https://help.bringsoul.life/luminaries/business/payouts/how-payouts-work.md): Follow a payment from checkout to your bank: settlement, fees, pending payouts and your Stripe payout schedule.
- [Read a transaction](https://help.bringsoul.life/luminaries/business/payouts/read-a-transaction.md): Open any payment to see what the member paid, the discount, Stripe's fee, your net amount, payout status, refunds and who the customer is.
- [Export transactions for bookkeeping](https://help.bringsoul.life/luminaries/business/payouts/export-transactions-for-bookkeeping.md): Download your payments as a CSV with amounts, fees, net amounts, promo codes and payout status, for your records or your accountant.
- [Refund a member](https://help.bringsoul.life/luminaries/business/refunds.md): How refunds work on Soul: refund a payment yourself, answer a member's refund request, and what fees, payouts and members see.
- [Answer a refund request](https://help.bringsoul.life/luminaries/business/refunds/answer-a-refund-request.md): What happens when a member asks for a refund: what they see, the email you get, and how to approve, partly approve or reject it.
- [Refund errors and top-ups](https://help.bringsoul.life/luminaries/business/refunds/refund-errors-and-top-ups.md): Why a refund won't go through, what each message means, and how to top up your Stripe balance so a refund can complete.
- [Grow Revenue](https://help.bringsoul.life/luminaries/business/grow-revenue/introduction.md): Ways to earn more on Soul: refer other practitioners for free days on your plan, plus insurance payments and marketplace credits coming soon.
- [Refer a practitioner](https://help.bringsoul.life/luminaries/business/grow-revenue/refer-a-practitioner.md): Share your Soul referral link with other practitioners. They get a longer free trial, and you get free days on your Soul plan when they start theirs.
- [Resources](https://help.bringsoul.life/luminaries/business/resources.md): Staff, rooms and add-ons: the people, spaces and equipment your sessions and events need, each with their own hours, so nothing is double-booked.
- [Add and manage staff](https://help.bringsoul.life/luminaries/business/resources/staff.md): Add the people who host your sessions, as linked collaborators or standalone profiles, put them on session types, and pause or remove them safely.
- [Link staff to a collaborator account](https://help.bringsoul.life/luminaries/business/resources/link-staff-to-a-collaborator.md): Connect a staff profile to a team member's Soul login so they get their own bookings, meeting links, calendar events, busy times and emails.
- [Set staff and room availability and time off](https://help.bringsoul.life/luminaries/business/resources/availability-and-time-off.md): Give each staff member, room or add-on its own weekly hours, block days off, and understand how those hours combine with the session's hours, buffers and calendars.
- [Set up rooms](https://help.bringsoul.life/luminaries/business/resources/rooms.md): Turn on rooms, add your treatment rooms and studio spaces, and attach them to in-person sessions so two bookings never land in the same room.
- [Add-ons, equipment and capacity](https://help.bringsoul.life/luminaries/business/resources/add-ons-and-capacity.md): Track equipment and extras, from a single sauna to a pool of 12 mats, and choose whether each one is required, optional, assigned by Soul or picked by the client.
- [How resource allocation works](https://help.bringsoul.life/luminaries/business/resources/how-allocation-works.md): How Soul turns your staff, rooms and add-ons into bookable times, who it assigns, when resources are held or released, and what happens on reschedules, cancellations and deletions.
- [See and change resource allocations](https://help.bringsoul.life/luminaries/business/resources/manage-allocations.md): Check who and what is booked on each resource's Allocations calendar, and replace, add or remove a booking's staff, room or add-ons by hand.
- [Use resources in events](https://help.bringsoul.life/luminaries/business/resources/use-resources-in-events.md): Reserve a facilitator, a room and equipment for an event, so the same person, space or kit can't be booked for 1:1 sessions at that time.
- [Set up a multi-practitioner studio](https://help.bringsoul.life/luminaries/business/resources/set-up-a-multi-practitioner-studio.md): A worked example: three practitioners, two treatment rooms and a pool of equipment, set up so clients can book anyone without clashes.
- [Resource categories](https://help.bringsoul.life/luminaries/business/resources/categories.md): What resource categories are, why Staff, Room and Add-ons each need one, and how to rename, deactivate or delete them.
- [Why no times show for a session](https://help.bringsoul.life/luminaries/business/resources/troubleshooting.md): A step-by-step checklist for when a session with staff, rooms or add-ons shows no available times, or fewer than you expect.
- [Settings](https://help.bringsoul.life/luminaries/settings/overview.md): Your portal's name and address, emails, team, connected apps, refund policy, domain, AI usage and automations.
- [Portal Settings](https://help.bringsoul.life/luminaries/settings/portal-settings.md): Change your portal's name, web address and timezone, and attach a lead form.
- [Brand your emails](https://help.bringsoul.life/luminaries/settings/email-settings.md): Customise the header, footer and title of the emails your announcements send, so they feel like you.
- [Invite a collaborator or assistant](https://help.bringsoul.life/luminaries/settings/collaborators.md): Give a team member, assistant or co-facilitator their own access to your dashboard.
- [Connect Google Calendar and Zoom](https://help.bringsoul.life/luminaries/settings/integrations.md): Block your busy times, get bookings in your calendar, and create a Zoom link for every 1:1 session.
- [Set your refund policy](https://help.bringsoul.life/luminaries/settings/refund-policy.md): Decide whether your offerings are refundable, whether you'll refund in full, and what customers read before they buy.
- [Automations](https://help.bringsoul.life/luminaries/settings/automations.md): Send an email or a form automatically when someone subscribes, books, registers, enrolls, joins your community or submits a form.
- [Send a welcome email to new subscribers](https://help.bringsoul.life/luminaries/settings/welcome-new-subscribers.md): Set up an automatic, personal welcome email for everyone who joins your membership. Do this before you launch.
- [AI usage and credits](https://help.bringsoul.life/luminaries/settings/ai-usage.md): How Soul AI usage is measured, what's included each month, and how to add credit, set a cap or keep going with pay as you go.
- [Your Soul subscription](https://help.bringsoul.life/luminaries/settings/soul-subscription.md): How you pay for Soul: pay-what-you-choose pricing, the free trial, and managing your billing.
- [Close your portal](https://help.bringsoul.life/luminaries/settings/close-portal.md): How to close your portal for good: the closing checklist, what you settle first, and what happens to your members and history.
- [Luminary FAQ](https://help.bringsoul.life/luminaries/faq.md): Quick answers to the questions Luminaries ask most.
- [Troubleshooting](https://help.bringsoul.life/luminaries/troubleshooting.md): Fixes for the issues Luminaries run into most often.
- [Known limitations and workarounds](https://help.bringsoul.life/luminaries/known-limitations.md): What Soul can't do yet, and the best way to get the result you want today.
- [Glossary](https://help.bringsoul.life/luminaries/glossary.md): The words Soul uses, what they mean, and other names you might hear for them.

## Members

- [Getting started as a member](https://help.bringsoul.life/members/index.md): How Soul works for members: your Soul home, Ask Soul, and the portals of the Luminaries you follow.
- [Create an account and log in](https://help.bringsoul.life/members/account-and-login.md): Sign in with a one-time code sent to your email, or with Google. No password needed.
- [Ask Soul](https://help.bringsoul.life/members/ask-soul.md): Talk with Soul's AI guide, explore practices and find Luminaries and events that fit what you're going through.
- [Portals and memberships](https://help.bringsoul.life/members/portals-and-memberships.md): Explore a Luminary's portal and subscribe to their membership.
- [Book a 1:1 session](https://help.bringsoul.life/members/sessions.md): Book, join, reschedule, cancel and request a refund for a one-to-one session.
- [Events](https://help.bringsoul.life/members/events.md): Get tickets, register, vote on times, and manage your event registrations.
- [Courses, content and passes](https://help.bringsoul.life/members/courses-content-and-passes.md): Enroll in courses, unlock content and collections, and use passes for sessions and events.
- [Paths](https://help.bringsoul.life/members/private-paths.md): Receive a guided series of prompts by text message or email.
- [Community](https://help.bringsoul.life/members/community.md): Join a Luminary's community: posts, questions, Circles and live gatherings.
- [Messages, chat and activity](https://help.bringsoul.life/members/messages-and-activity.md): Your inbox, chat spaces, notifications and calendar sync.
- [Purchases, cancelling and refunds](https://help.bringsoul.life/members/purchases-and-refunds.md): See what you've bought, cancel a membership, update your card, and request a refund.
- [Profile and settings](https://help.bringsoul.life/members/profile-and-settings.md): Your photo, name and email; how Soul contacts you; and deleting your account.
- [Member FAQ](https://help.bringsoul.life/members/faq.md): Quick answers for members.