Help Guides
Help Guides

Assembly Guide

Learn how to get started with Assembly.

Most popular

Learn about Assembly’s most essential features.

Key concepts

Get familiar with key terms and concepts

Customization and setup

Customize your setup to get the most out of Assembly

Intro to apps

Learn about the types of apps you can set up

Client import

Import many clients in one step

Custom domains

White-label your portal with a custom domain and send out branded client email notifications with a custom email domain

Recommended workflows

Most popular automations

App guides

Learn how to configure the most popular apps.

Messages App

The Messages App lets you and your clients securely and seamlessly communicate.

Billing App

Assembly Billing App

Contracts App

Prepare, sign, send, and manage all your eSignature contracts in one place.

Airtable Embed

Connect the Airtable Embed

Calendly Embed

Connect the Calendly Embed

Google Sheets Embed

Connect the Google Sheets Embed