Client support

Support Guides

Guides for account setup, project prep, provider access, support requests, launch, and handoff.

Project and account guides

Use these when you are setting up accounts, preparing website details, sharing access, sending support requests, or reviewing launch steps.

Website Options

Compare brochure sites, managed websites, blogs, CRMs, and custom workflows.

Choosing The Right Website Setup

Compare brochure sites, managed hosted sites, blogs, CRMs, and custom tools.

Updated June 2026

What Managed Hosting Includes

What managed hosting and care can include, plus what stays outside routine support.

Updated June 2026

When Custom Tools Make Sense

When a custom tool or service-business CRM is worth building instead of forcing generic software to fit.

Updated June 2026

Project Prep

Gather business details, photos, service notes, and launch decisions before kickoff.

Website Project Prep Checklist

Business details, service notes, photos, examples, and launch basics to gather before kickoff.

Updated June 2026

Content Checklist For A Brochure Website

Homepage sections, service details, proof, photos, and calls to action for a brochure site.

Updated June 2026

Static Website Forms And Lead Delivery

How static website forms send leads by email through Web3Forms, Formspree, or a similar service.

Updated June 2026

Keep passwords private

When access is needed, use provider invitations or collaborator access instead of sending passwords, API keys, private tokens, recovery codes, or other sensitive credentials.

View all support guides Back to Banyan Tree Design