Knowledge Base
How to Get Started with the Developer's Marketplace
The OAuth API for the CRM Marketplace offers developers two types of access: Location Level Access (also known as Sub-Account) and Agency Level Access (also know n as Company). These access levels pro...
Updated 8/13/2026
How to Use Webhook.site to Troubleshoot your API Requests
Webhook.site is a free third-party tool that lets you inspect and capture the raw HTTP requests sent from integrations, workflows, or custom API calls. Using Webhook.site makes it easy to debug webhoo...
Updated 8/13/2026
RYB Platform API Documentation
RYB Platform provides a comprehensive API platform that enables developers to build integrations, automations, and custom applications with the RYB Platform CRM and Marketplace. Our API includes REST ...
Updated 8/13/2026
How to set up Custom Notifications as a User in a Sub-Account
This article will guide you through RYB Platform’s Notification Settings, which allows users to control how and where they receive notifications. Whether you want to be alerted via email, desktop, or ...
Updated 8/13/2026
Sales & Use Tax FAQ
This article pertains to United States customers only. Back on August 1, 2022 RYB Platform Inc. started collecting sales tax on applicable subscription based product sales. Starting on January 1, 2023...
Updated 8/13/2026
Activate Notifications
FAQs: 1. Why am I getting duplicate notifications? Ensure the same Twilio Account SID is not connected to multiple RYB Platform sub-accounts. document.querySelectorAll('.portal-attachment-thumbnail-im...
Updated 8/13/2026
Dentist Snapshot - Free Whitening Offer
For Dentist offering a Free Teeth Whitening With Next Appointment + 6 Months Check-in Campaign Snapshot Name: TEMPLATE - Dentist Snapshot - Download the snapshot Funnel - Funnel 1 Overview Video Examp...
Updated 8/13/2026
Chiropractor Snapshot
Setup Guide The Chiropractor Snapshot provides a foundational template for establishing sub-accounts tailored to chiropractic practices. It equips you with a comprehensive toolkit to capture, nurture,...
Updated 8/13/2026
Marketing Agency Snapshot
Setup Guide The Marketing Agency Snapshot provides a foundational template for establishing sub-accounts tailored to marketing agencies. It equips you with a comprehensive toolkit to capture, nurture,...
Updated 8/13/2026
How to Create & Add Dashboard Widgets
Adding widgets to your dashboard allows you to easily access important data and metrics in one place. Whether you’re tracking leads, appointments, or sales performance, customizing your dashboard ensu...
Updated 8/13/2026
How to Share Snapshots
Snapshots can be shared to new and existing sub-accounts. We'll cover how to share a snapshot with another sub-account and how to use them with SaaS mode so new sub-accounts will be created with the s...
Updated 8/13/2026
Creating New Snapshots in RYB Platform
This article shows you how to create a new snapshot in RYB Platform. Snapshots allow you to clone a sub-account's configuration so you can reuse them across other sub-accounts efficiently. TABLE OF CO...
Updated 8/13/2026
Snapshots - Overview
Add your Custom Reports to Snapshots to package and transfer reporting templates across sub-accounts—eliminating rebuilds and ensuring consistent analytics across all client accounts. This feature sim...
Updated 8/13/2026
How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)
In this article, we will cover how to set up webhooks for your affiliate links so that you can run automation off sales when someone signs up using your affiliate link. NOTE: This Article is for the R...
Updated 8/13/2026
Promoting RYB Platform As An Affiliate
Learn how to promote RYB Platform as a new Affiliate So, you've recently become an affiliate, and you’re ready to get started sharing RYB Platform with your colleagues... LET'S DO THIS! 3 Easy Ways To...
Updated 8/13/2026
Become A RYB Platform Affiliate
Earn Recurring Income By Becoming A RYB Platform Affiliate! Let's Grow Together! Here's the scoop... The RYB Platform affiliate program pays out a 40% monthly recurring commission for every paying age...
Updated 8/13/2026
Subaccount Dashboard Page - View or Edit
Subaccount Dashboard viewing and editing. TABLE OF CONTENTS What is the Subaccount Dashboard? What Are Dashboard Modes and States? Dashboard Components Overview Dashboard Add/Create Create A New Dashb...
Updated 8/13/2026
How to Create Dashboard Templates
Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a step-by-step walkthrough for creating a dashboard temp...
Updated 8/13/2026
How to Customize Dashboard Themes
Customizing your dashboard with themes allows you to personalize its appearance and enhance its visual appeal. Follow these simple steps to apply a theme or create your own. TABLE OF CONTENTS Step 1: ...
Updated 8/13/2026
What Are Dashboard Widgets?
TABLE OF CONTENTS What are Dashboard Widgets Widget Categories: Chart types supported: Using Elements in your Widgets Using Different Themes for your Dashboard Widgets Use Cases for Different Widgets ...
Updated 8/13/2026