Knowledge Base
Find answers, learn best practices, and get the most out of Solido.
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Prompt Guide
Learn how to write effective email rules that control tone, formality, and escalation. Get better results from every reminder Solido sends.
Start with the basicsLooking for a step-by-step walkthrough? Check out the User Guide for a complete guide to setting up and using Solido.
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Getting Started
Create your account, connect Xero and your email, and send your first reminders.
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Prompt Guide
Learn how to write effective email rules that control tone, style, and escalation.
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Email Management
Configure reminder rules, manage mailboxes, and review or create emails.
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Contacts & Invoices
Manage your contacts, work with invoices, and understand the dashboard.
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Workspace & Team
Configure workspace settings, manage multiple workspaces, and invite team members.
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Billing & Account
Choose the right plan and manage your subscription.
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Troubleshooting
Fix common issues with Xero sync, email delivery, and more.
Browse articles Getting Started
Creating Your Solido Account
Sign up with Microsoft 365, Google Workspace, or Xero and complete the onboarding flow.
Connecting Your Xero Account
Link your Xero organisation to sync invoices, contacts, and payment status automatically.
Connecting Your Email Account
Connect your Microsoft 365 or Google Workspace mailbox so reminders are sent from your address.
Setting Up Your First Reminders
Configure your reminder schedule and write your first email rules.
Prompt Guide
Writing Effective Email Rules
Understand how Solido uses your rules and learn the anatomy of a good instruction.
Controlling Tone and Formality
Move between friendly, professional, formal, and firm tones with the right phrasing.
Building an Escalation Sequence
Design a multi-stage reminder sequence that escalates naturally over time.
Example Rules Library
Ready-to-use email rules for every stage from pre-due reminders to final notices.
Common Mistakes to Avoid
Six common pitfalls when writing email rules and how to fix them.
Email Management
Configuring Reminder Rules
Set timing, sender, and email settings for each stage of your reminder sequence.
Managing Email Mailboxes
Add, remove, and configure the email accounts Solido sends from.
Reviewing and Managing Emails
View scheduled emails, send immediately, or cancel before they go out.
Creating Manual Emails
Compose and schedule one-off emails to customers about specific invoices.
Contacts & Invoices
Workspace & Team
