Initial Setup

First, Set Up Your Payment Method

Second, Add Hours to Ivy and Create “Set it and Forget it” Subscriptions

Third, Verify Users and the Billing Email Address

Finally, Set Up Your Notifications

For more help, see our other Ivy How-To Videos

How To: Reset Your Password

How To: Run Reports to See Hours Worked and Transactions

Click here to learn how to add hours from your mobile device

Subscriptions (Auto Reload): More Information

• Setting up Ivy to automatically load hours is easy! Subscriptions are either:
  • Threshold (Auto-Reload) (add xx hours when the balance threshold hits y), or
  • Monthly (each month, add xx hours).
• We can set it up for you (click the button above) or you can do it easily in Ivy—see how here.
• Benefits include:
  • Set-it-and-forget-it to your exact preferences. Set it according to your budget.
  • You can pause, update, or remove it anytime—you control it! Or, ask us to help.
  • No more receiving low-hours notifications from Ivy.
  • No negative balances in Ivy—your Freedom Maker won’t have to pause work while waiting for you to add more hours.
    • However, it is possible for the balance to go negative briefly, if your Freedom Maker submits a timesheet that is greater than the remaining balance. The reload will be triggered the next time your Freedom Maker creates a timesheet.