Turtini Help & Support
How-to guides and reference for every Turtini module.
Account
Account & Billing
- @turtini/mcp — letting AI-IDE agents collaborate with your Turtini org
- @turtini/sdk — typed Public API client for Node, browser, and Deno
- Cancelling and the 30-day grace window
- Connect Stripe to get paid
- Data retention & recovery
- Exporting all your org data as JSON
- Generating an API key for the public REST API
- OpenAPI 3.1 spec at /v1/openapi.json
- Org-context queries — natural-language Q&A over your Turtini org
- Pausing your organization (without cancelling)
- Pausing your Turtini org (read-only mode)
- Pay-as-you-go billing — the $5 threshold
- Reactivating a cancelled org (the 365-day recovery window)
- Request a payment from anyone
- See your AI token utilization by model
- Setting an AI spend guardrail (monthly budget)
- turtini-dev serve — local dev with real Turtini org data
- Writing data through the public API
- Your AI spend — per-model breakdown and month-end projection
Account & Safety
- Account Succession — designating successors
- Emergency contacts
- Lost your phone or passkey — recovering access
- One person, one account — how Turtini collapses duplicates
- One Turtini account, for life — surviving org changes
- Passkeys vs authenticator codes — when to use which
- Personal Safety — breach monitoring and your protection posture
- Privacy policy and Terms update emails
- Resetting the succession clock
- Seeing accounts that have named you as a successor
- Signing in with your personal email — even when your account uses a different one
- Succession notifications — awareness and security emails
- The identity graph — how Turtini recognizes you across vendors
- Trusted devices — skipping the second factor on devices you sign in from regularly
- Two-factor authentication — what we offer and why
- Verify your email address
- What "your accounts were merged" means at sign-in
- When Turtini staff request access to your account
Accounting
- Adding a vendor bank account for ACH payments
- AR Invoices (Accounts Receivable)
- Auto-drafting a budget with Wally
- Auto-drafting next year's budget
- Automatic GL posting from other modules
- Automatic Stripe → GL posting (charges, refunds, payouts)
- Bank Reconciliation
- Bill Pay — paying vendors via ACH
- Bills (Accounts Payable)
- Bills (AP) — managing accounts payable
- Budgeting
- Chart of Accounts
- Email-to-Bill — forwarding vendor invoices
- Financial Reports — Income Statement & Balance Sheet
- Getting started with Accounting
- Granting external accountant access
- Journal Entries
- Pending Reconciliation — draft entries
- Stripe Connect → automatic GL posting (Stripe Clearing & Payment Processing Fees)
- Tithes, Offerings, and Donations In Kind in the Chart of Accounts
- Trial Balance
- Vendors and Accounts Payable
Accounts
Advertising
After Life
- Death attestation, K-of-N co-signature, and the 30-day reversal window
- Designate and manage trustees
- Emergency responder access via QR code
- My Roles — the trustee positions you accepted for others
- Sealed notes — what they are and who reads them
- Set your wishes — subscriptions, orgs, data, care, memorial
- Setting up a deadman switch for delayed wishes
- What After Life is (and what it is not)
Agriculture
Allowance
ArchOS
Articles
- Adding articles to your public site
- Approval policy
- Article Auto-Publish — turn public articles into Builder pages
- Auto-publishing articles to your social feeds
- Comments on published articles
- Importing your blog from HubSpot
- Share bar on published articles
- Turning articles into events with dates
- What is the Articles module?
- Writing and publishing an article
- Your comments show on your profile feed
Assembly
Assessments
Automations
Autonomy
Aviation
Beacon
Boards
- Adding cards & moving them between lists
- Adding labels, due dates, and assignees
- Creating a board
- Customizing the board cover image
- Installing & inheriting board templates
- Linking a card to an account, contact, or opportunity
- Sharing a board with a partner org
- Tagging a teammate, group, account, or opportunity
Books
- Author site listing + launch campaign
- Distribute to KDP, IngramSpark, Apple, Kobo
- Export EPUB and print-ready PDF
- Generate or upload a cover
- Import royalty CSVs
- Personal context vs Org context
- Send ARCs to beta readers
- Start a new book
- Story bible — characters, places, terms, timeline
- What is the Books module?
Bridge
- Alarm panel — engines, AMS, hotel BMS, fire & security
- Auto-Transit — supervised passage autonomy
- CII / EEXI dashboard — IMO carbon intensity
- Digital watch keeping log (replaces the paper deck log)
- Emergency procedures library
- Engine telemetry — RPM, load, exhaust temps, SFOC
- Fleet Commons — shared voyage intelligence
- Getting started with Bridge
- Live AIS map
- Planning a passage — depth, sea state, and the smoothest window
- Voice commands in Wall mode
- Voyage routing with weather-aware ETA
- Wall mode — full-bleed wheelhouse display
Builder
Builder & Design Studio
- "Build with Wally" generates module-aware drafts
- "Setup needed" badge and locked blocks in the picker
- 90/10 revenue share: how creators get paid for marketplace blocks
- A/B test a specific block from the inspector
- Adapt to viewer theme — dark mode and mood inheritance
- Adding and editing elements in Design Studio
- Animate a design — entrance motion, WebM/GIF export, and the live animated site block
- Block Marketplace review queue (platform admin)
- Block Marketplace SDK: defineMarketplaceBlock + sandbox security model
- Block Marketplace: install third-party blocks on your sites
- Booking reminders and balance payments
- Bring your already-built app into Turtini (external-app listings)
- Builder Docs — write RFI responses, impact reports, and proposals
- Calendar block — month view of upcoming events
- Cinema transitions, speed, and effects
- Connecting a custom domain to a Builder site
- Controlling page width
- Design a sleek website — motion, shape dividers & editorial sections
- Design blocks that match your brand — Split Feature & Statement
- Design Studio overview
- Design Studio: the "QR codes" asset group
- Design Templates marketplace
- Designing your wallet pass
- Duplicating a design
- Editing a video in Cinema
- Editing pages and blocks
- Editor keyboard shortcuts and hover-+ to insert a block anywhere
- Embed Code block — paste third-party widgets onto a page
- Embedding a chat widget on your site
- Exporting a Builder site to GitHub
- Exporting and saving designs
- Footer copyright year auto-updates every January
- Form submissions — capture, route, and respond
- Form-driven payouts: configure a reward visitors earn on approval
- Free-form canvas layout (drag anywhere)
- Generate an image in Design Studio with Wally
- Getting started with the Website Builder
- Google Fonts and canvas zoom in Design Studio
- Have Wally generate a brand-aware ad or social image
- identity.verify: bridge Turtini visitors into your external app as users
- Import a Showit site into Builder
- Importing an existing website
- In-canvas editing: drag handle, click to edit, hover description
- Live ads in the site header and footer
- Live operational blocks: open hours, counter, rooms tonight, wait time, product stock
- Lodging blocks — Rooms and Booking form
- Magic design — generating layouts from a brief
- Make it real — turn a design into a live web page
- Members-only sites and gated pages
- Organize Builder with Files (folders, sharing, public links)
- Paste, drop, or browse images into Design Studio
- Per-block style: backgrounds, gradients, padding, radius, shadow
- Per-site templates — Default, custom wrappers, and renaming
- Personalized welcome: different greeting per visitor tier + visit tokens
- Preview your site on mobile, tablet, or a new tab
- Print Kit: business card, decal, wallpaper, table tent, door hanger, one-pager
- Public booking pages — let customers book themselves
- Publish health: pre-publish accessibility + quality audit chip
- Publishing a site: gate checks, autosave, and the full flow
- QR codes across Turtini: where they auto-generate and how to print them
- Recent Articles block — Hide past events
- Removing the background from an image — local first, AI for tricky edges
- Reviewing a Builder artifact with Wally — itemized suggestions you apply one at a time
- Rewriting a Doc passage with Wally — selection-scoped AI rewrites
- Saving a site as a marketplace template
- SEO — sitemap, robots, and page metadata
- Share a temporary public preview link
- Sharing a canvas — view-only or guest-edit links
- Sign in or join Turtini from a custom-domain site
- Site analytics
- Site theme, domain, and publishing
- Site widget setup: greeting, position, color, quick actions
- Site widget: quick chips, "Talk to a human", inline donation with Stripe
- Starting a site from a template + live inheritance
- Submit a block to the Marketplace (creator flow)
- The "Ask Wally" button: page + block context already loaded
- Tilt and rotate objects in Decks and Design Studio
- Version history: side-by-side per-block diff against your current edits
- Volunteer Sign-Up block
- Wally co-author tools: add, modify, restyle, delete blocks via chat
- What happens to old DNS records when you connect a domain
- Your blog + RSS feed
- Your Brand Kit — one design system for everything
BuildOS
Calendar
Campaigns
Care
Checkin
Cinema
Civic
Civic Reports
- Accela Civic Platform integration setup
- Cityworks (Trimble) integration setup
- Claim your jurisdiction (city / county / district)
- Confirming a report was actually resolved (citizen flow)
- Duplicate auto-detection — how it works
- How reports get routed to jurisdictions
- Integration call billing + how to monitor usage
- Integrations overview — Salesforce / ServiceNow / Cityworks / Accela / webhook / REST
- Per-category SLA targets (and overriding them)
- Reading a jurisdiction's public scoreboard
- Reading the Map tab
- Report an issue (citizen flow)
- Salesforce Public Sector integration setup
- ServiceNow integration setup
- Triage + assign + resolve reports
- What Civic Reports is — citizen-side regional issue reporting
- What happens when a jurisdiction isn't claimed
Classifieds
Classroom
Closings
Cloud
- Auto-placement and the scheduler
- Cloning a VM
- Deleting a VM
- Hypervisor hosts and capacity
- Live-migrating a VM to another host
- Opening a VM console
- Snapshots — create, restore, and delete
- Spinning up a virtual machine
- Starting, stopping, and rebooting a VM
- The Nodes tab — your TurtiniOS fleet
- VM and host states explained
- What is the Cloud module?
Collaboration
Commerce
Commercial Cards
Commissions
Comms
Community
Contacts
Continuum
Continuum DV Silo
Contracts & e-Signatures
Cooperative
Coworking
- Billing, payments, and Stripe Connect
- Booking meeting rooms
- Members, tenant companies, and consolidated billing
- Membership plans and meeting-room credits
- Setting up spaces, resource types, and resources
- The member portal (embed it on your website)
- Tour leads and door access (QR / NFC)
- What is Coworking?
CPQ & Billing
- Creating and sending a quote
- Customer portal — Activity tab
- Customer portal — My Gift Cards tab
- Customer portal — Rental tab (tenant self-serve)
- Customer portal — Requests tab
- Customer portal — Subscriptions tab
- Customer portal (My Account)
- Importing contacts from HubSpot
- Org financials report
- Payment links and Stripe
- Platform pricing plans
- Sending a portal invite link (Contracts tab)
- Service hours requests — notes & messaging thread
Creator
CRM
Customization
Data Design
Data Lake
- Adding datasets — from your modules, an upload, or an outside source
- Asking questions — plain English and the SQL editor
- Connecting an outside source — Postgres, MySQL, Google Sheets, a file URL, or a REST API
- Discoveries — the decisions your data is pointing you toward
- What the Data Lake is
- Your Data — asking your own life a question
Data Stream
Decks
- Animations, transitions, and Presenter Mode
- Creating a deck
- Exporting a deck to PDF, PowerPoint, or Google Slides
- Generate a tailored Turtini pitch deck for a prospect
- Generate an on-brand image for a slide with AI
- Inserting slides from your live data + Refresh from source
- Publishing a deck template to the marketplace
- Shapes, tables, charts, icons, and video on a slide
- Themes, layouts, and styling objects on a slide
Developer Console
Development
Discounts
Discovery
Disputes
DJ
Documents
Dogs
Domains
- Attach a domain to a Builder site
- Buy a domain through Turtini
- Connect a domain you already own
- How to pick a great domain name
- Removing a domain you added by mistake
- Transfer a Turtini-held domain to another registrar
- Troubleshooting domain purchase and connection issues
- What domain extensions (TLDs) can I buy through Turtini?
- What happens when a domain expires
- What is a domain name (and do I need one)?
- Who owns my domain? WHOIS privacy and the managed model
- Why doesn't my new domain work yet?
Email Campaigns
- "Drafted for you" — Monday morning auto-draft
- A/B testing campaigns
- Adding a custom sending domain
- Auto-installing DNS via Cloudflare
- Best practices for deliverability
- Brand inheritance from your org
- Building distribution lists with tags
- Campaign analytics dashboard
- Composing an email with blocks
- Customer Journeys — visual automation builder
- Getting started with Email Campaigns
- New email blocks — Discount, Event, Deck, Video
- Open and click tracking
- Personalization tokens and conditional content
- Public Email API — programmatic sends
- Public preference center and double opt-in
- Rich, on-brand email sections — Split Feature & Statement
- Saved segments — building reusable audiences
- Saving and reusing templates
- Scheduling a campaign for later
- Slash commands and voice composition
- Test send, mobile preview, and spam score
- Unsubscribes and the suppression list
- Wally email tools — drafting and analysis
- Wally Pills — AI suggestions in the email composer
Email Signatures
EquipmentOS
Events
- Accepting a transferred ticket
- Adding event tickets to Apple Wallet
- Adding event tickets to Google Wallet
- Auto-inviting local politicians
- Automatic agenda + reminder emails for recurring meetings
- BuildOS — live lot availability on your builder site
- Buying resale tickets from a public block
- Charge an attendee’s wallet at your booth (cashless, offline-ready)
- Check people in at the door — even with no signal
- Check-in and attendance
- Civic Guests tab walkthrough
- Claiming your venue listing
- Connecting venue integrations for ticket resale
- CPE credits and recurring events
- Creating an event
- Design your event's wallet pass (color & logo)
- Designing a layout on a venue floor plan
- Event Settings — categories, templates, and check-in config
- Failed-dispatch retries and venue health monitoring
- Getting started with Live Sessions
- How offline mode works at events — queuing, conflicts, and the sync panel
- Listening on your phone — what attendees see
- Live Fleet — put a shuttle, van, or staffer on a live map
- Marketing emails for events
- Message everyone registered — emergency alerts & event updates
- My Tickets — your personal ticket dashboard
- Picking a venue from the public catalog
- Print and post the listener QR signs
- QR codes for event tickets, table tents, and check-in
- Read your theater listener report
- Record cash sales at a booth — works fully offline
- Reselling tickets your org bought from a venue
- Running Q&A and polls during a session
- Security Plans editor (verified venue operators)
- Selling seats + booths from the floor plan
- Sending a venue inquiry
- Set up theater audio streaming
- The ticket confirmation email — what attendees receive
- Ticketing and capacity
- Transferring a ticket to someone else
- Vendor management
- Vendor offers — automatic marketplace
- Venue security planning (verified operators)
- Virtual and hybrid events — the Join meeting link
- Volunteer assignments for events
- Where the wallet-pass QR takes people
Family Office
Federal BD & SAM.gov
- cATO Continuous Authority — control mapping and POA&M
- Contact fraud detection & risk scoring
- FAR Toolkit — clauses, J&A drafts, CO/COR routing
- Federal — Civilian (CIV) — auto-populated agency directory
- Federal — DoD / NAPS — auto-populated agency directory
- Filtering and searching imported opportunities
- Handling CUI and FOUO content in Turtini
- Importing opportunities from a SAM.gov CSV export
- Importing POC contacts from the RFx intel feed
- Law-enforcement preservation holds — what we keep, what we surface
- RFx tab overview
- SAM.gov opportunity links
- The "This Account" RFx filter
Field Service
- Before / after job photos
- Creating and managing jobs
- Customers and equipment
- Customers get an automatic email of their upcoming visits
- Dispatch board
- Dispatch map — Google Maps or Turtini Roam
- Estimator — outline a roof or lot from satellite imagery
- Getting started with Field Service
- Job costing — labor, parts, drive time, margin
- Live tech tracking — public /track page (Uber-style)
- Map tab — pins, today's route, satellite measurements
- Post-job customer surveys + NPS
- Property data lookups — square footage, lot, year built
- Service agreements
- Tech tracking controls — On my way / Arrived / Done
Film Festival
Finance
Find
Fleet
- Bunkering log — IFO, MGO, LSFO + EU-MRV / IMO-DCS rollups
- Certificate vault — SOLAS, MARPOL, ISPS, ISSC
- Drydock & refit projects
- Getting started with Fleet
- Mobile photo defect reporting
- Planned Maintenance (PMS) — hours and calendar intervals
- Port State Control (PSC) inspection log
- Security checkpoints + crew QR passes
- Vessel registry — IMO, MMSI, class, flag, deck plans
FleetOS
Flow
- After-action report
- Anonymous passes and attendee privacy
- Broadcasts and emergency alerts
- Getting started with Flow
- Live Ops — the event-day incident console
- Live upgrades and boarding zones
- No-login count link for volunteers
- Paid tickets and self-service upgrades
- Passes update live when an event changes
- Pay-what-you-can pricing and giving levels
- Scanning at scale — offline, Count mode and NFC
- Scanning guests in at the door
Food & Beverage
- Alcohol items and ID verification
- Assigning and moving items between checks
- Branded digital menus on your own domain
- Building and managing your menu
- Charge to a member account at checkout
- Consolidating checks
- Delivery platform integration
- Floor plan and table management
- Getting started with the Restaurant module
- Health inspections
- Importing your menu into Design Studio
- Inventory forecasting
- Inventory management
- Loyalty program
- Managing a restaurant portfolio (multiple locations)
- Menu modifiers — sizes, temps, add-ons
- Patron QR ordering — session codes and check joining
- Pay at Table — overview and setup
- Pay at Table — troubleshooting
- Printing Pay at Table QR codes
- Private dining rooms
- Receipts and expense reports
- Recipe-driven inventory depletion
- Recipes and the recipe marketplace
- Reservations
- Restaurant website menu block
- Retail add-ons at the table
- Self-service menu kiosk for your restaurant
- Splitting a check
- Splitting checks and adding items mid-meal (guest flow)
- Staff scheduling and shifts
- Subscriber discounts applied to a guest tab
- Suppliers and supplier orders
- Take payments at a food truck
- Take table reservations from your public site
- Taking orders and processing payments
- Tip pools and end-of-shift settlement
Formation
Gala
Getting Started
- Branded QR codes
- Check a business name before you commit
- Free calculators — loan, overtime, and tip pool
- How Wally refines the vertical (Arrival board)
- Joining or creating an organization
- Setting up your profile
- Signing in — Google, Microsoft, email, and passkeys
- Signing in — the streamlined chooser and Sign in with Apple
- Terms & Conditions acceptance
- The Arrival Board (/me/start step 2)
- The Identity lane: "We already know you" (Arrival board)
- The Module Fit lane (Arrival board)
- The Turtini home page — one box for everything
- Try Wally before you sign up
- Use Turtini without an account (guest mode)
- Verifying your domain during onboarding (Arrival board)
- Wally — your AI org assistant
- Welcome to Turtini
- Your live-inheriting starter site (Arrival board)
Gift Cards
Golf
Governance
Grants
Guardian
Household
Inbox
Insurance
- Enroll in your employer’s benefits
- How sharing data lowers your premium
- Insurance marketplace — shop and bind a policy
- Manage your policies and carrier reads
- Sponsor benefits for your team (employer guide)
- Wellness incentives — earn credits for healthy habits
- Why your health data can never raise a major-medical premium
Intake Forms
Integrations
- Adding Turtini to ChatGPT (Custom GPT Action)
- Adding Turtini to Claude Desktop
- Adding Turtini to Cursor (1-click)
- Adding Turtini to VS Code (Cline)
- Apple Wallet — issuing event tickets as passes
- Bring Your Own AI — connect ChatGPT, Claude, Gemini, Cursor to Turtini
- Bring-your-own-CI: auto-bootstrap a build workflow
- Connecting a sending domain via Resend
- Connecting a Turtini website to a custom domain
- Connecting bank accounts via Plaid
- Connecting Claude Code to your Turtini workspace (the /turtini plugin)
- Connecting Cloudflare to Turtini
- Connecting GitHub to your Turtini org
- Connecting HubSpot — mirror Companies, Contacts, and Deals
- Connecting Microsoft Dynamics 365 — CRM sync via Azure AD
- Connecting NetSuite — pull Customers and Invoices into Turtini
- Connecting Salesforce — read-only mirror into Turtini CRM
- Connecting Stripe to accept payments
- Connecting your Gmail account
- Connecting Zoho CRM — region-aware OAuth sync
- Custom domains for hosted sites
- Deploying a hosted site manually + rollback workflow
- Exporting a Builder site to GitHub (one-shot + auto-export-on-publish)
- Gmail one-time reconnect after the dedicated-OAuth cutover
- Hosting a static site from GitHub (pull-to-host)
- Linking a bank with Stripe Financial Connections
- llms.txt — AI discovery for Turtini and your modules
- Logging notes from your AI — POST /v1/notes
- Managing domains and DNS records in Cloudflare
- Minting API keys for AI integrations
- Preview URLs for branch deploys
- Public REST API — overview
- Reconnecting or updating Gmail permissions
- Registering or transferring a domain through Cloudflare
- Remote MCP server — connect with no install
- Salesforce — customize field mappings & sync custom objects
- Salesforce — real-time CDC, writeback, and conflict policy
- Setting up webhooks
- Stream signed audit, auth, safety, and action events to your SIEM
- Understanding Stripe connection status
- Unified search endpoint — find any record from your AI
- Verifying Turtini PDFs from your own systems (verifyPdf API)
- Verifying webhook signatures
- Vulnerability scanning during hosted-site deploys
- Webhook events and payload format
- Why Google shows "unverified app" when connecting Gmail
- Why Plaid sometimes asks you to re-authenticate
- Zone security, SSL, and Page Rules
Jobs
Judiciary
Lab Environments
- Auto-teardown — how environment cleanup works
- Customer emails and portal access
- Describe an environment in plain language — and Day-2 bootstrap (RHACM, operators, object store)
- Extending, reopening, and closing environments
- Launching an environment
- Messaging — real-time chat with your customer
- Presales tab — environments linked to an account
- Provisioning options: Turtini Managed vs. Partner GCP
- Session logs and runbook progress (partner view)
- What are Lab Environments?
Language & Translation
Law Enforcement
Legal Runners
Lending & Credit
- Applying for credit and accepting an offer
- Lending & Credit — borrow on your terms, lend on rails
- Paying by bank — extra verification, holds, and "use another method"
- Paying your loan — manual payments, autopay, and bank transfers at cost
- Portable creditworthiness — you own it, not a bureau
- Publishing a credit product (lenders)
- The APR ratchet — how sharing only ever lowers your rate
- The loan book, audited reads, and automatic GL
Library
Life Support
Lighting
Live Customer Chat
Live Streaming
- Embedding the live player on your Builder site
- Going live from a phone, tablet, or laptop
- Lower-thirds, logo bugs, and full-screen graphics
- Rolling pre-recorded clips into a live broadcast
- Selling sponsor ad cards on a broadcast
- Simulcasting your broadcast to YouTube and Facebook
- Viewer experience and accessing the replay
Lodging
- Channel manager — exporting and importing iCal feeds
- Check-in and check-out
- Cleaning and damage charges — assessing incidental fees
- Creating and managing reservations
- Customize the digital room-key email
- Dashboard — occupancy and revenue at a glance
- Getting started with the Lodging module
- Historical rates and demand heatmap
- Housekeeping management
- Keyless entry — let guests open the door with phone, card, or PIN
- Linking F&B and Retail to your property
- Minibar — stocking items and charging consumption
- Mobile housekeeping board — phone-friendly turn tracking
- Pet guests — registering pets and charging pet fees
- Rate plans — seasonal pricing and length-of-stay discounts
- Room service — placing orders that post to the folio
- Room types and rooms
- Subscriber discounts on folio charges
- Travel advisor program on your public site
- YoY pace cards on the Lodging dashboard
Luggage
Magazine
Manufacturing
- Manufacturing — production orders and station scans
- Manufacturing — production orders, BOMs, and lot/serial tracking
- Manufacturing — recall trace and as-built genealogy
- Manufacturing — what the module covers
- Parts and bills of material
- Production orders — kit, build, complete
- Regulated industries mode — AS9100, ISO 13485, hash-chained sign-off
- Stations and travelers — tracking one unit through the line
MAS 9 on OpenShift
Membership
Menu Planner
Messaging
Mission
Modernize
Module Marketplace
- Activating and deactivating modules
- Cancelling a paid module subscription
- Finding modules by seller
- Managing installed modules in Org Settings
- Module artwork — coastal day & night scenes
- Module sponsorship — paid placement on Marketplace cards
- Recipe marketplace
- Requesting a module as a member
- Site Templates marketplace
- Subscribing to a paid module
- What is the Module Marketplace?
Motor Pool
Movie Studio
Movie Theatre
Municipal Tax
Museums & Collections
Music
Mutual Aid
My Parking
Navigation & Modules
News
Nonprofit
Operations
Opportunities
Organizations
Organizations & Network
Parking
Partner Portal
- API keys for the CLI
- Building with the Turtini SDK
- Module review statuses
- Pricing a paid module and getting paid (rev-share + payouts)
- Setting up Stripe payouts
- Submission guidelines
- Submitting a module
- The public /developers portal — Build on Turtini
- turtini-dev serve — live dev environment for AI-coded sites
- Using the Turtini CLI
- What is the Partner Portal?
Partner Program
- Applying to the Partner Program
- Market Development Funds (MDF)
- Partner commissions
- Partner enablement resources
- Partner onboarding checklist
- Partner pipeline — the $50k/mo threshold
- Partner tiers, training, and certifications
- Public partner directory
- Registering and protecting partner deals
- Registering deals
- What is the Channel (PRM) module?
- What is the Turtini Partner Program?
Pay Friends
Permits & Approvals
- Building permits for construction (in BuildOS)
- Drafting the intro email to a permit authority
- Food vendors and temporary food permits
- Hiding permits you already have (state-aware cards)
- How we figure out which permits you need
- Opening a business: licenses, zoning, and occupancy
- Permits & Approvals — what you need to go live
- Serving alcohol at an event (ABC / state license)
- Special-event permits for public property
Personal
- Accident Assistant — the calm guide for the minutes after a crash
- Cellar — every drink you log, no app per beverage
- Gig — your real take-home from gig work
- Linking a bank or brokerage to Wealth
- Moving module data between Personal and an Org
- My Stays — open your room key from your phone
- Personal Home (/me) — your single pane of glass
- Personal modules — turning life features on
- Snapping a wine label — what Wally reads for you
- Snapping photos in Cellar — labels, sommelier notes, and the hero shot
- Switching between Personal, Work, Org, and Student contexts
- Wealth — your family-office dashboard, not another budgeting app
- When owners and admins get both Org and Work lenses
- Wine Tasting — your personal cellar, no app required
- Your Personal context — the lens onto your own life
- Your Personal home (/me) — a place that feels like yours
Planning
- Backward-pull cascade
- Baselines — snapshot the plan, track drift
- Bidirectional Kanban link — moving cards moves tasks
- Budgets, sub-budgets, and tracking actual spend
- Creating a project
- Critical path & dependent cascade
- Download deliverables (PDF + CSV)
- Earned Value Management (EVM)
- Export status report → Builder page
- Linking accounting entries to a project
- Live share links — auto-updating public view
- Monte Carlo finish-date forecast
- PERT — three-point estimates
- Phases, tasks, and the timeline (Gantt) view
- Portfolio dashboard
- Portfolio dashboard — cross-project EVM + utilization heatmap
- Project templates — publish + install
- Resource conflict detection
- Resource leveling
- Resources, allocations, and cost rollup
- Risk-weighted Monte Carlo
- Send planning items to Kanban (Boards module)
- Share view links (read-only public URL)
- Sync planning items to Google Calendar
- Tagging a project from the Accounting form
- Time tracking link — Workforce hours roll into projects
- Tracking risks
- Wally Insights — proactive project analysis
- Working calendar — weekends + holidays
- Working calendars (skipping weekends + holidays)
Platform
- Connecting a repo to the Turtini IDE
- Cookie consent and privacy
- Document Library
- First-party visitor tracking — how Turtini replaced Google Analytics
- How Turtini pricing works
- Marketing leads from the public /contact form
- No-code, AI-coded, pro-code — three ways to build on Turtini
- Opportunity viewers (external collaborators)
- Platform search (⌘K)
- Reading the Turtini /status page during an outage
- The Turtini IDE — code your Turtini-connected app in the browser
- User inactivity and reactivation
Platform & Safety
- Air-gap mode and the Firestore portability shim
- Bulk PDF verifier — checking many documents at once
- Confirming a Turtini-issued PDF is authentic
- File and document security
- File upload security scanning
- How cross-context safety signals work
- How Turtini protects your data
- Image safety and content moderation
- Merchant compliance monitoring
- Name and trademark screening
- Platform Acceptable Use Policy and attestation
- Reporting a security concern
- Reporting content — notice and takedown
- Reviewing content reports (admin)
- Security & compliance overview page
- Turtini's path to SOC 2, CMMC, and FedRAMP
- Verified by Turtini — the QR stamp on every PDF
- Where the privacy policy lives — and why it's code-owned
- Your photos' location data is removed automatically
Points & Rewards
Pool
Practice
Preferences
Presentations
Print Shop
Production
Products
- Adding and editing products
- Adding the Gift Card storefront block to your site
- Apple Wallet passes for gift cards
- Cancelling or refunding a gift card
- Importing and exporting products
- Issuing a gift card manually
- Linking products to opportunities
- OEM vendor icons
- Organize products into families (and pick images)
- Outstanding gift card liability and breakage
- Redeeming a gift card at the register
- Sell your products on your public site (Products + Catalog blocks)
- Selling gift cards
- Transferring or sharing a gift card
- What is the Products catalog?
Profile & Settings
- Activity and points history
- Approved expense-forwarding emails
- Color cursor — caret, click ripple, hover halo
- Creating user groups for @mentions
- Exporting your data (CSV & PDF)
- Managing notifications
- Notification preferences for @mentions
- Viewing and downloading invoices
- Where settings live — tabs in /settings, no more /account split
Programs
Property
Property Operations
- Acknowledging, clearing, and escalating alarms
- Auto-fill unit square footage from public records
- Board meetings and resolutions
- Building-entry callbox and QR guest passes
- Buildings, units, and common areas
- Chasing vendor insurance and license expirations (COI)
- Communities — managing multiple properties
- Connect a building system to Property Operations
- Connecting building sensors and IoT devices
- Creating and managing dues charges
- Delinquency ledger and aging report
- Demo mode vs real building systems
- Dues — overview
- Dues autopay — setup and management
- Dues by bank — extra verification, review, and "use another method"
- Dues payment page — collecting payments online
- Dues-deposit reconciliation
- Embed the resident portal on your website
- Generate a board packet (PDF)
- Generate an estoppel certificate for a closing
- HOA governance — Announcements, Architectural, Budget, Committees
- Logging and escalating violations
- Managing residents
- Navigating Property Operations
- Notes and files per unit
- Onboarding a new owner (welcome packet)
- Pay dues by bank transfer (ACH) — at cost
- Property map, value, and service history
- Recording board meetings, motions, and votes
- Resident community surveys
- Resident records portal — self-serve inspection of minutes, finances, and contracts
- Resident reimbursement programs
- Scheduling recurring services
- Service cases — submitting and managing
- Setting up your community profile
- Share property records with your realtor
- Sharing a property's service history with a realtor
- The delinquency collections ladder
- The vendor portal and vendor nudges
- What is Property Operations?
- Work orders
Propulsion
Quantum Sensing
Real Estate
Rental Management
- Automatic lease termination agreements
- Collecting rent (Stripe Connect, ACH, late fees)
- Collecting rent online (Stripe Connect)
- Drafting and e-signing a lease
- Eviction case tracking and notices
- Move-in, move-out, and annual inspections
- Property record on every lease
- Tenant background checks (Checkr + FCRA)
- Tenant maintenance requests
- Tenant self-serve in the Customer Portal
- Tracking rental permits and licenses
- What is Rental Management?
Reports
Restaurant
Retail
- Categories
- Getting started with Retail
- Importing products from CSV
- Layaways and special orders
- Loyalty program
- Managing your product catalog
- Multi-store management
- Order history
- Payment methods: cash, card, and QR code
- Physical and cycle counts
- POS hardware — choosing and ordering a card reader
- Printing QR labels for products (shelf cards, packaging, stickers)
- Promotions, markdowns, and scheduled price changes
- Reorder points and replenishment
- Retail analytics: sell-through, margin, and GMROI
- Run your register as a kiosk (with screensaver + ads)
- Sales associates and commissions
- Setting up a self-service kiosk — the kiosk access token
- Subscriber discounts at the register
- The size × colour matrix view
- Transferring stock between stores
- Using the Register
- Vendors, purchase orders, and receiving stock
Roam
- Roam — AR Live View: point your phone and walk there
- Roam — drop a place onto a trip
- Roam — menus, reservations, and claiming a place
- Roam — save a place with your own rating and notes
- Roam — see what’s open around you and walk there
- Roam — turn-by-turn navigation (drive or walk) and going to any address
Robotics
Runbooks
Sales Funnel
Scheduling
Season Packages
Security
Security (SIEM)
- AI alert narration — what an alert actually means
- API connectors
- Custom scripts and the Marketplace
- Dashboard and event log
- Detection rules and alerts
- Inbound webhooks
- Native sources
- People tab — on-property roster
- Threat hunting — searching across your security events
- User Logs tab — per-user security event history
- What is the SIEM module?
- WMI Agent (Windows)
Service Billing
Settings
Setup Cockpit
- /setup/appearance — Make it yours
- Add your org logo without leaving /welcome
- Branding the login screen your customers see
- Cancellation reminders for the SaaS you're replacing
- Download your org's user manual (auto-generated PDF)
- Dropping an export file — how the per-vendor upload works
- Editing your business description (or letting Wally write it)
- Foundation setup — logo, address, Stripe, EIN
- Imports inbox (/setup/migrate/imports) — track every migration in one place
- Integrations on the Setup Cockpit
- Migrating from Klaviyo to Turtini Email Campaigns
- Migrating from QuickBooks Online to Turtini Accounting
- Migrating from Squarespace to Turtini Builder
- Migrating from Toast POS to the Turtini Restaurant module
- Serving Turtini on your own domain — the sign-in bar and org workspace
- Setting your business address (onboarding)
- Setup reminder emails (and how to opt out)
- Speaking your industry’s language (terminology)
- Starting an organization from your Personal account
- The migration step (/setup/migrate) — moving from your old SaaS
- The Neighborhood section on /welcome
- The Setup Cockpit (/welcome)
- The Stats tab — record counts and website traffic for your org
- The Wally guided tour
- Wally module recommendations
- Watch your modules provision while you sign up
Shared Spaces
Shipments
Sign in with Turtini
Site Assistant
Socials
- Attaching designs from Design Studio
- Auto-sourcing posts from won deals and published events
- Build a media kit for sponsors
- Composing and posting
- Connecting a social account
- Event dates in auto-published social posts
- Getting started with Socials
- Posting a Cinema video to social platforms
- Reading post results in History
- Repurpose one video into many posts
- Scheduling posts and managing the queue
- Track brand deals (sponsorship pipeline)
- Wally Pills — AI suggestions for social posts
- Write captions with AI
Sports
- Build a roster — athletes as canonical records
- Collect league dues and let teams self-register
- Generate playoff brackets
- Log games and box scores — sport-agnostic stat schema
- Publish your league page to your website
- Run a league and track standings
- Safety mesh — youth tier defaults
- Talent Network — cross-org athlete discovery
- What Sports is — six tiers, one module
Stage
- “About this meeting” — the trust explainer guests see before joining
- Add Turtini Stage to Google Calendar
- Applause & voting (the live reaction meter)
- Board & member meeting minutes
- Call a coworker directly on Stage
- Edit a meeting, add notes and files, and resend the invite
- Go live — broadcast your call to your website
- Host controls & the waiting room
- Large meetings — who shows on camera
- Let people join without a Turtini account
- Let Wally watch the call and file a recap
- Live captions & transcripts
- Meeting chat
- Play Read the Room in a Stage call
- Reactions and raise hand
- Recording a meeting
- Recurring meetings and reminder emails
- Run a poll
- Schedule a meeting and invite people
- Set up your walk-on music
- Share your screen
- Show-Runner — run a timed rundown
- Stage — native video meetings
- Start a meeting about a contact, account, or deal
- Switch camera, microphone, and layout
- Take a payment during a call
- Talk to us live — let visitors call you from your site
- Walkie-Talkie — push-to-talk channels for your team
- Webinar mode & promoting guests to speak
- Write an article from a call
Status Pages
STR Surveillance
Studio
Subscriptions
- Adding plan blocks to your public site
- Connecting Stripe to accept subscription payments
- Editing a plan after it goes live
- Giving subscribers an automatic discount on every purchase
- Issuing year-end giving statements
- Launching a membership program
- Member self-service via the Customer Portal
- Pausing or cancelling a subscriber
- Printing and sharing a plan QR code
- Setting up church tithing
- Setting up subscriptions, memberships, or recurring donations
Succession
Tax
Training
Travel & Trips
- Adding and booking flights
- Booking flights from the Travel page
- Building a trip itinerary
- Calendar export and per-item calendar links
- Federal per diem rates
- Important links on a trip
- Inbound trips — tracking visitors
- Linking trips to accounts and the My Trips tab
- Live flight status tracking
- Negotiated corporate rates on flight searches
- Safety contacts for travel
- Searching and booking hotels (via Duffel)
- Searching for points of interest
- Travel Profile settings
- Trip privacy, sharing, and collaboration
- Trips on your profile page
Travel Designer
Trust & Verification
- Assigning a Customer Success Manager (CSM) to an org
- How automated playbooks work
- How EIN verification works
- Our Data Processing Addendum (DPA)
- Tax ID verification provider FAQ
- The green Verified chip next to org names
- Verifying customer or vendor EINs (Account KYB)
- What "Verified by Turtini network" means
- Who our sub-processors are
- Why an "Improve your trust score" banner appeared
- Why some products go to "pending review"
- Your Trust Score
Turtini Gives
Turtini Mail
TurtiniOS
- Connecting a node to the fabric
- Enrolling a TurtiniOS device
- Getting started with TurtiniOS
- How updates work — atomic OTA and automatic rollback
- Installing and booting a TurtiniOS appliance
- Licensing and support
- Monitoring your TurtiniOS fleet
- Node roles — server, workstation, and edge
- Provisioning the VM console secret
- Running offline or air-gapped
- The sovereign data layer
- Troubleshooting a TurtiniOS appliance
- Turning a server into a Cloud hypervisor
- TurtiniOS licensing and entitlement
- What is TurtiniOS?
Underwriting
Vendor Compliance
Venue
Voyages
Wallet
Wally
- "Hey Wally" — hands-free wake word and how it works
- AI Builder Review — let Wally itemize what to tighten
- Asking Wally to build a site for you
- Asking Wally to do things — preview, confirm, undo
- Asking Wally to fix a flagged insight
- Asking Wally to manage boards and groups
- Attaching images to Wally messages
- Disabling Wally writes for your organization (admin)
- Expanding Wally to a full-screen view
- Meet Wally — your Turtini assistant
- Searching across modules with Wally
- Sharing a Wally conversation
- Suggested follow-ups and the Ask Wally button
- Talking to Wally — voice input and read-aloud responses
- Tasks and Schedule on the Accounts page
- Tell Wally to turn modules on or off
- Translating a public page with Wally
- Wally insights — briefing, pipeline, and full account context
- Wally on the home screen — voice + chat in one place
- Wally Pills — quick AI suggestions in composers
- Wally tools for vendor compliance
- Wally: "design my week of meals"
Wally Sovereignty
Wellness
Workforce
- 1-on-1 notes — shared agenda, notes, and action items
- 1099-NEC generation at year-end
- Adding and managing workers
- Adding hours manually
- Administer benefits and open enrollment
- Assignments
- Auto-reconciling an expense report from your inbox
- Automatic time tracking
- Collecting W-9s from contractors
- Compliance dashboard — credentials, Self-ID, and audits
- E-Verify integration for I-9 work authorization
- Editing time entries
- Employment verification letters
- Entering your tax info (SSN and home address)
- Expense reports
- Full-time vs. part-time schedule type
- HR Cases — confidential case management for Workforce
- Importing time from Google Calendar
- IP and trade-secret declarations
- My HR Records — viewing resolved cases about you
- Org chart and reporting structure
- Org Design — positions, job profiles, skills, and headcount
- Pay stubs — viewing and downloading your pay
- People analytics
- Performance reviews — quarterly, annual, probation, and 360
- Performance reviews and 1-on-1 logs
- Personal email — keeping your tax docs after leaving an org
- PTO policies and balances
- QR shift check-in and the Live Staff map
- Receipt upload — auto-extracting expense items from photos
- Request and manage leave of absence (FMLA)
- Run a compensation cycle
- Run engagement surveys (pulse + eNPS)
- Self-ID / EEO data — voluntary demographic info
- Shift scheduling
- Smart Goals — set, track, and collaborate
- Submitting and approving PTO requests
- Talent reviews, calibration, and succession
- Time tracking — clock in and out
- Volunteer recruitment via your website
- Work credentials — certifications and licenses
- Workforce settings and pay periods