THE SAAS HELP CENTER STARTER KIT

Your first five articles. A much easier start.

Copy these Markdown templates, replace the prompts with your product’s real behavior, and publish answers your customers can use.

Download all five templates Free download · No email required · Markdown files
01Get your first project runningA guided path from a blank workspace to your first useful result.
# Get your first project running

## What you will accomplish
[Describe one useful result in plain language.]

## Before you start
- [Required account or role]
- [Information, data or access you need]

## Steps
1. Open [the exact screen name].
2. Select **[the exact button label]**.
3. Enter [required information], then select **[Save]**.

## You are done when
[Describe the visible result the reader should see.]

## Need help?
[Link to a verified troubleshooting article or support channel.]

02Set up your workspaceExplain the choices a new customer needs to make before using your app.
# Set up your workspace

## Who can do this
[State the required role and plan, if any.]

## Before you start
[Explain any required information or connected service.]

## Configure your workspace
1. Open **[Settings]**.
2. Set [required fields].
3. Review [settings that affect your team].
4. Select **[Save]**.

## Check your setup
[Give a short check that confirms everything works.]

## Change these settings later
[State where to return and any real limitations.]

03Invite a teammate and manage accessMake invitations, roles and sign-in requirements clear.
# Invite a teammate and manage access

## Who can invite people
[State the required role and any seat limit.]

## Send an invitation
1. Open **[Team settings]**.
2. Enter [the teammate’s email].
3. Select [an appropriate role].
4. Select **[Invite]**.

## What happens next
[Explain the actual invitation and acceptance flow.]

## If the invitation does not work
[Provide verified recovery steps. Never ask for passwords.]

## Change or remove access
[Explain supported controls and consequences.]

04Manage your plan and billingHelp customers understand upgrades, invoices and cancellation.
# Manage your plan and billing

## Who can make billing changes
[State the role required to manage the subscription.]

## View your plan
[Explain where plan, interval and renewal information appear.]

## Change plans
[Describe the supported upgrade or downgrade flow.]
[Explain what the customer reviews before confirming payment.]

## Find invoices
[Link to the real billing portal or describe the exact navigation.]

## Cancel a subscription
[Describe the actual cancellation flow and when access changes.]
[Link to your approved cancellation and refund terms.]

## Billing help
[Provide the supported billing contact.]

05Troubleshoot a common problemTurn a specific customer symptom into safe, useful next steps.
# [Specific symptom the customer sees]

## What this means
[Describe the symptom without assuming a cause.]

## Check these things first
1. [An easy, reversible check.]
2. [Another likely cause and how to verify it.]
3. [A safe next action.]

## How to confirm it is fixed
[Describe the expected result.]

## Still stuck?
Contact [your real support channel] with:
- [Non-sensitive diagnostic information]
- [Exact error message, if available]

Do not include passwords, tokens or secret keys.

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