FAQ

Answers for teams that wantclarity before they commit.

Find quick answers about setup, scheduling, accounts, workflow, and support.

Frequently asked questions

What is Holistically Simple?

A single platform that combines local business growth tools (QR campaigns, landing pages, booking pages, reviews, loyalty), a CRM, an AI content engine, social publishing across 16 channels, online courses, and automation, replacing a stack of separate tools with one login.

What's included in the AI Content Engine?

One brief turns into a video, social captions, a podcast episode, and a blog article in a single run. Every plan includes it, with monthly run limits that scale by tier.

How does the local business toolkit work?

QR campaigns and landing pages capture leads and reviews, booking pages take appointments, and coupon campaigns drive redemptions. A review-gate flow routes happy customers to your public Google or Facebook review link while capturing quieter feedback privately. Google Business reviews sync in automatically, with AI-drafted replies you approve before they post.

Is there a CRM?

Yes. Every lead, booking, coupon redemption, feedback form, and review lands on one customer timeline, with notes, tasks, and tags your team can act on.

What social channels can I publish to?

16 channel types, including Facebook, Instagram, LinkedIn, X, TikTok, YouTube, Pinterest, Google Business, Threads, Telegram, Mastodon, Reddit, Discord, and Odnoklassniki. Per-post metrics sync back from supported networks.

What's the Blueprint Vault?

A courses platform for team-authored or platform-provided training: video lessons, drip scheduling, and completion certificates.

Can Holistically Simple connect to my other tools?

Yes. Outbound webhooks and API keys are built for Zapier and n8n, and WhatsApp Business automation can fire messages on events like a new review.

What are the pricing tiers?

Starter is $97/month, Growth is $197/month, and Agency is $249/month, billed monthly or yearly (yearly is 10x the monthly rate). All three include local business tools, the AI content engine, and courses; Growth and Agency add more channels, more automation, and more team seats.

Is there a free trial?

Yes. Starter includes a 7-day trial, Growth a 10-day trial, and Agency a 14-day trial.

What's your refund policy?

New subscribers can request a full refund within the first 7 days of their initial subscription: just contact support. This applies to your first payment only; monthly renewals aren't refundable once processed, and cancelling stops future billing while you keep access through the end of the current period.

How many team members can I add?

Starter includes 1 seat, Growth includes 5, and Agency includes 25, each with roles, invites, and approval controls.

Still have questions?

If your flow is more complex than a quick FAQ can solve, contact us and we will help you map the right setup.

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