Badger Help

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Getting started with Badger

Your first run-through: invoices in, reminders approved, done.

Step 1: Welcome to Badger. Badger chases your overdue invoices for you, and asks before anything goes out.

Badger's screen for this step

Step 2: First, open Settings and get your invoices in. Connect Xero, or upload the spreadsheet or export you already have.

Badger's screen for this step

Step 3: Then come back to Today and press Run Badger's morning now.

Badger's screen for this step

Step 4: Badger works out who to nudge and writes each reminder. Nothing has been sent — every reminder waits for your OK.

Badger's screen for this step

Step 5: Press Read it to see a reminder word for word, then press Send.

Badger's screen for this step

Step 6: That's the whole job: check Today each morning, approve your reminders, and Badger handles the rest.

Badger's screen for this step

Didn't answer it? Chat to us and a human will help by email.

More tutorials

The Today page
Your morning brief and the approval queue.
Approving from your inbox
The morning brief email has its own approval page.
Handling customer replies
What to do when a reply needs your judgment.
Call-backs and Badger's suggestions
Your reminders to ring, and Badger's bright ideas.

See all tutorials