# Discount Codes Source: https://docs.scripe.io/administration/discount If you’ve received a **discount code** for Scripe, follow this guide to apply it and get started: ## How to Apply a Discount Code * Go to [scripe.io](http://scripe.io) and create an account. * Complete the onboarding process. * Select one of the [plans](/started/plans) and choose between Monthly or Yearly billing. * Before paying, enter your code by clicking on **Add promotion code**. Promo codes will only apply after your trial ends and your card is charged. Stripe Code Jp # LinkedIn Connection Source: https://docs.scripe.io/administration/li-connection Scripe is currently one of the only LinkedIn content platforms that is an **Official LinkedIn API Partner** — meaning your account connection is handled through LinkedIn’s official infrastructure, making it significantly more stable, secure, and future-proof than browser-extension-based tools. ## How to Connect Your LinkedIn In case you have not connected your LinkedIn during onboarding, you can connect it anytime in two simple ways: ### 1. From Your Dashboard * On your Personal Brand dashboard, click **Connect** in the top right corner * This will prompt you to connect your LinkedIn account * Once connected, the badge will state **Active** New Li Connection ### 2. From the Personal Brand Settings * Go to the Workspace Settings * Select the **Personal Brand** you want to connect * Click **Disconnect**/**Connect** * This will prompt you to connect your LinkedIn account # Account Limits Source: https://docs.scripe.io/administration/limits Scripe helps you create content faster, and with your subscription, you get generous monthly limits to support consistent output. ## What’s Included Each Month * 🎧 **12 hours of podcast/audio transcriptions**\ Use this across voice memos, uploaded files, or YouTube videos. Perfect for repurposing long-form content into multiple LinkedIn posts. * ✍️ **200 posts generated**\ This includes all content created through text input, voice, content interviews, file uploads, and carousels. These limits reset **monthly** based on your billing cycle. Make the most of your usage by repurposing audio into multiple posts or turning longer interviews into content series. [Learn more here →](/post/file) # Sign Up & Login Methods Source: https://docs.scripe.io/administration/login-methods You can create and log in to a Scripe account using one of the following methods: * Sign Up with your Apple, Google, or LinkedIn Account for quick access. * Or sign up with your personal details by filling out the form. New Login You can manage your login methods and connected accounts via your [Profile Settings](/account/profile). # Theme Source: https://docs.scripe.io/administration/theme Scripe lets you easily switch between **Light**, **Dark**, or **System** themes based on your preference. Themes New ## How to Change Your Theme 1. Go to the bottom-left corner of your dashboard screen 2. Click the **“?” icon** to open the help menu 3. Click on **“Theme”** 4. Choose between: * 🌞 **Light** * 🌚 **Dark** * 🖥️ **System** (follows your device’s theme) Your new theme will apply instantly! # Client Dashboard Source: https://docs.scripe.io/agencies/client-dashboard The **Client Dashboard** in Scripe is a **limited workspace** designed for clients who need visibility into content progress and results — without editing or publishing access. It’s ideal for agencies, consultants, and internal teams who want to keep stakeholders informed while maintaining full control over execution. 4 New Client View ## What clients can access: Clients have access to a **limited set of features**, focused on transparency and review: ### **Posts** Clients can view posts in **three states only**: * In Review * Scheduled * Published Within Posts, clients can: * Read all assigned post drafts * See which users are assigned as reviewers * Request reviews from other workspace members Clients **cannot**: * Create posts * Edit content * Publish or schedule posts ### **Calendar** The Calendar works the same as for other users, with one key difference: **Clients can:** * View posting days and planned content **only for posts with the following statuses:** * In Review * Scheduled * Published * See and comment on **campaigns** on the calendar **Clients cannot:** * Edit campaigns * Change schedules * Move or reschedule posts This keeps planning transparent without breaking execution flow. ### **Analytics** Clients see the **same Analytics view as any personal brand**. Analytics are **view-only** and give clients a clear understanding of content impact. ### **Inbox** The Inbox is used for **review management only**. Clients can: * See posts assigned to them for review * Receive review notifications inside Scripe ### **WhatsApp** Clients can connect **their own WhatsApp account** to Scripe (top-right corner). This allows them to: * Send voice notes * Share raw ideas or updates * Submit audio content for the team to turn into posts This is especially useful for [async collaboration](/collaborations/async) and idea capture. ## Settings access: ### Account * **Profile:** View and manage their own profile details * **Security & Access:** Manage login and security settings * **Referrals:** Access the referral program & earn money by referring Scripe ### Workspace * **General:** View organization information & leave the organization if needed * **Billing:** 🔒 Locked (no access) * **Notifications:** Manage notification preferences * **Tone of Voice:** 🔒 Locked (no access) ### Personal Brands: Clients can see a list of all personal brands connected to the workspace. * Other brands appear as locked 🔒 * Clients can see the names only * They cannot access or interact with those brands # DWY Offer Set-Up: Working in a Client’s Workspace in Scripe Source: https://docs.scripe.io/agencies/client-setup A **DWY (Done-With-You) offer** is a service model where you and the client **work together** to build or execute something, instead of you doing it all for them (DFY: Done-For-You) or just teaching them (DIY: Do-It-Yourself). In this scenario, the **client is paying for Scripe (instead of you),** and you both collaborate on their workspace. Here's how to collaborate in Scripe on a DWY offer: ## DWY Scripe Set-Up Before working with a client, we recommend that you: 1. **Get familiar with Scripe** – follow this [step-by-step guide](/started/easy-set-up) to set up **your own workspace first** and learn the platform inside out. 2. [Join our Workshops](https://lu.ma/scripe?k=c) – bring questions, learn best practices, and get support. As part of our Business Plan, you can book a 1:1 onboarding directly from your dashboard to support your Scripe set-up. ### 1. What to send to your Client for Set-Up Copy and paste the following checklist and send it to your client (make sure to add your partner link and emails where prompted). **Scripe Set-Up Checklist:** ✅ Sign up to Scripe using the following link: `partner link`. ✅ Name your workspace and go through the product onboarding. ✅ Create a **Business Plan** account. ✅ **Connect your LinkedIn account** during the onboarding. ✅ Go to **Settings → Users & Accounts** ✅ Invite the following emails as a second Admin to the Workspace: `list the email(s).` 👉 Optional: Invite further members to the workspace. 👉 Optional: Read this [Setup Guide](/started/easy-set-up) for assistance. ### **Important reminders:** * Ensure your clients set up an **Advanced or Business account** so you can collaborate within Scripe. * To get rewarded and earn commission, make sure your clients sign up via **your partner link**. * If you’re not yet in the program, sign up for the [Partner Program here](https://scripe.io/partners). ### 2. How to access your Client's Workspace 1. Once invited, you’ll see their workspace listed under **Switch Workspace** in your account. 2. Click their workspace name to access it and collaborate. This is also how you switch between different clients' workspaces in case you work with multiple clients within Scripe. Change Workspace ### 3. Meet in your Scripe Introduction Call Complete the Scripe Setup with your client and introduce them to all relevant workflows. **Checklist for your Scripe Intro Calls with Clients:** Scripe works best when it truly understands you. The more context Scripe has about your business, goals, and voice, the better the content, ideas, and recommendations it generates. The first two things we're setting up together are Tone of Voice and Content Strategy. Then you should upload as many inputs as possible to the Knowledge Base, and make a habit out of it. The Knowledge Base is Scripe’s **long-term memory**. It’s where you store everything Scripe should always know about you, your business, and your expertise — so you don’t have to explain it again every time you create content. The Knowledge Base works best when it includes relevant materials, such as: * Sales decks or one-pagers * Case studies or success stories * Website copy, landing pages, or blog posts * ICP or persona descriptions * Recorded calls, webinars, or podcasts Want to give even more value to your client? Use our ICP Questionnaire template to define their ICP, fill it out together, and then upload it to the Knowledge Base. **Get your template in:** * [German](https://docs.google.com/document/d/1_INzccuwM-ebcP2KZmEBJ1NMomHSYqCIpaqKzhyPReQ/edit?usp=sharing) * [English](https://docs.google.com/document/d/1oh4FvXvWrliZ6UmRiF05fwadGEp7-Jkg-_e_82S7H6Q/edit?usp=sharing) **Best practices to fill it out:** * Avoid generic answers (“we target tech companies”). Get really specific. * Use the client’s own language — how do they describe their challenges? Once all of the above is done, Scripe will begin generating [weekly AI-powered Content Suggestions](https://scripe.mintlify.app/multiple-posts/ai-powered) (done-for-you post ideas). You’ll revisit these suggestions together later in the call to review and refine them. Now let's walk the client through the post-generation, management, and scheduling: Start with one of the Chat Modes in Scripe. For example, pick the Guided Mode and select the next suggested Content Pillar. Once a draft is generated, move into the Scripe Editor: * Show the client they can directly edit the text. * Show they can keep using the chat in the editor to refine the post until it feels right. From the Editor, explain the publishing options: * **Schedule post to LinkedIn** → set the post for automatic publishing. * **Save as draft in the calendar** → add the post to the calendar as a draft. * **Publish immediately** → push it live on LinkedIn right away. Guide the client to schedule their first Scripe-generated post, then show them the post in the Calendar view. Let the client know that the LinkedIn connection may occasionally expire. Scripe will flag this on the dashboard and prompt them to reconnect when needed. Back to the dashboard, guide your client to connect their [WhatsApp](/integrations/whats-app) to instantly send ideas or content snippets straight into Scripe whenever inspiration strikes. To install the WhatsApp integration, you can guide your client like this: 1. In your dashboard, top right corner, click on the WhatsApp symbol Connect. 2. A QR code will be displayed. 3. Open WhatsApp on your phone, scan the QR code, and you’re connected. 4. Send an audio or a text message to see it in action. 5. Go to Sources to see the input in there, click on it. 6. Use the bar at the bottom and ask it to give you post ideas based on it. They can use this bar to prompt or ask anything, for all types of sources. Sources Bar The **Posts page** is where all content created in Scripe lives. Explain to the client that this page gives them a **clear overview and control** over everything they’ve worked on: past, present, and upcoming. On this page, they can: * See all generated posts and drafts in one place * Drag and drop posts between statuses (e.g. idea, draft, review, scheduled, published) * Put a post under review and assign a reviewer * Open any post to edit, refine, or repurpose it * Schedule posts directly from this page Use this to show how easy it is to move content through a real workflow without losing track of anything. If your client has a specific workflow (for example: two review stages before a post goes live), you can set this up in the [Workspace Settings](/settings/post-status). Once configured, those custom statuses will appear on the Posts page and can be used via drag and drop like any other status. The [Weekly post ideas](/post/ai-powered) might take a couple of hours to generate. Before ending the call, check in the dashboard, below the chat, if there are any suggestions ready to be shown to your client. Let them know that these suggestions are based on their content strategy, posting goals, and personal tone and are generated weekly. We recommend that, as a next step, you ask the client to create and plan 2-3 posts and assign them to you for review. If you have time during the session, you can also introduce the Inspiration and Analytics pages to round out the session. # DFY Offer Set-Up: Managing Client’s Content in Scripe Source: https://docs.scripe.io/agencies/setup-for-client A **DFY (Done-For-You) offer** is a service model where you handle **everything on behalf of the client**. Instead of guiding or collaborating (like DWY), you fully take over the execution. It usually looks like this: * You own the client’s setup, the content creation, and publishing. * The client only provides input, approvals, or goals. * You take over the Scripe subscription fees, integrating the cost into what you bill your client. Here's how to collaborate in Scripe on a DFY offer: ## DFY Scripe Set-Up Before working with a client, we recommend that you: 1. **Get familiar with Scripe** – follow this [step-by-step guide](/started/easy-set-up) to set up **your own workspace first** and learn the platform inside out. 2. [Join our Workshops](https://lu.ma/scripe?k=c) – bring questions, learn best practices, and get support. As part of our Business Plan, you can book a 1:1 onboarding directly from your dashboard to support your Scripe set-up. ### 1. Choose your Client Set-Up There are two main ways to manage Client Accounts in Scripe: Easiest option. You add their personal brand to a workspace you created and can already start creating & scheduling posts on their behalf. In this case, you'll have to add your client as a member to the Scripe workspace and assign them the role of Client. They can then connect their LinkedIn account on their own. **What to send to your client if you don't have their credentials:** Hi \[Client Name], Here’s everything you need to get set up in our content workspace 👇 **Set-Up Steps:** 1. \*\*Accept your workspace invitation: \*\*You’ll receive an email invitation to join your Scripe workspace. Simply accept the invitation and log in. 2. \*\*Connect your LinkedIn account: \*\*Once you’re inside the workspace, click **Connect** in the top-right corner of your dashboard and follow the prompts to connect your LinkedIn account. 3. \*\*Confirm the connection: \*\*When your LinkedIn status shows as **Active**, you’re all set and ready to go. Please note that LinkedIn connections occasionally need to be refreshed. If that happens, Scripe will notify you by email. **Optional:** If you’d like to send us voice notes or text notes directly through WhatsApp, you can connect your WhatsApp account as well. You’ll find the WhatsApp connection option right next to your LinkedIn connection on the dashboard. Best,\ \[Your Name] If they have questions on how to connect their LinkedIn account, please direct them to [this article](/administration/li-connection). ### 2. Scripe Setup Checklist You can always refer to the [step-by-step setup guide](/started/easy-set-up) for help. To manage or create new workspaces, open the menu by clicking on your workspace name in the top left corner and select **Switch workspace**. There, you’ll see a list of all your workspaces, and the option to **Add Workspace**. Change Workspace When creating a new workspace, you’ll: 1. **Name the workspace**. 2. **Add users immediately** (or skip and do this later). You'll be prompted to add a new LinkedIn account to your workspace when creating it. If you don't have your client's LinkedIn credentials, please skip the connection. To invite members to your workspace, open the menu by clicking on your workspace name in the top left corner and select **Invite and Manage Members.** Invite Members 1. Enter the user’s email, choose which Personal Brand(s) they should have access to, and assign a role: * **Admin** – Full access to everything. * **Manager** – Manage members and accounts. No billing access. * **Creator** – Can fully create and post on assigned accounts. * **Assistant** – Supports with posts but can't publish. * **Client** – Read-only review of assigned posts + analytics. 2. Send the invite. You can always manage all invitations, members and roles in the Settings → [Users & Accounts](/settings/people). You can assign multiple users to the same brand, or assign one user to several brands. Create your client's Content Strategy, upload relevant files to the Knowledge Base, and set up their Tone of Voice. Want to give even more value to your client? Use our ICP Questionnaire template to define their ICP, fill it out together, and then upload it to the Knowledge Base. **Get your template in:** * [German](https://docs.google.com/document/d/1_INzccuwM-ebcP2KZmEBJ1NMomHSYqCIpaqKzhyPReQ/edit?usp=sharing) * [English](https://docs.google.com/document/d/1oh4FvXvWrliZ6UmRiF05fwadGEp7-Jkg-_e_82S7H6Q/edit?usp=sharing) **Best practices to fill it out:** * Avoid generic answers (“we target tech companies”). Get really specific. * Use the client’s own language — how do they describe their challenges? ### 3. Onboard your client to Scripe * Invite your client to a Scripe Onboarding Call. * Meet in the call and guide the client through the Scripe Platform. * Teach them where to see the Posts and how to approve them. When you assign your client the **Client role**, their access is limited to **Posts, Calendar, and Analytics**. They won’t see anything else, so only you can verify that everything is set up correctly. **Checklist for your Scripe Intro Calls with Clients:** If your client has the **Client role**, walk them through the parts of Scripe they can access: * **Inbox**: This is where they receive notifications to review or approve posts. Tip: Assign a post to them before the call so you can show a real approval flow. * **Posts tab**: Explain the different post statuses and how content moves through the workflow during your collaboration. * **Calendar tab**: This gives them a clear overview of when posts are scheduled to go live. * **Analytics tab**: Highlight that this is where they’ll see the impact of all the content you’re creating and managing for them. **Important:** If you assign your client a role other than **Client**, they’ll have full access to create, view, and edit all posts from the Personal Brand they're assigned to. This helps the client understand exactly where they’re involved, what they’re responsible for, and how visibility is maintained throughout the process. # Scripe for Agencies & Partners Source: https://docs.scripe.io/agencies/started Scripe is built to help agencies streamline content creation and management across multiple LinkedIn accounts. Whether you manage three or thirty clients, this guide explains how **workspaces**, **personal brands**, **roles**, and **billing** work together — so you can scale without chaos.