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Applying, signing in, the portal, billing — how each one actually works.
Getting started
Applying to work with Atlas
What the application actually asks for, step by step.
What happens after you apply
Your application is stored immediately, then read by a person.
Booking a call
A real calendar, with real availability — not a placeholder.
Signing in & your account
Signing in
Two factors, every time — a password alone never signs you in.
Resetting your password
A link in your email, valid once, for thirty minutes.
Accepting an invitation
One link, one password, then a normal sign-in.
Using the client portal
What you can see in your portal
Six sections, all fed by one summary of your account.
Switching between organizations
If Atlas works with more than one of your companies, they stay separate.
Understanding your summary numbers
What "attributed" and "confirmed" revenue actually mean.
Billing & payments
How billing works
Invoices, not a subscription. You're never auto-charged.
Paying an invoice
Stripe handles the card. Atlas never sees it.
Why a payment might still show as "Due" right after paying
A short lag is normal — the invoice updates on confirmation, not on redirect.
Contact & support
Reaching a person directly
The contact form, for a quick message rather than a full application.
The contact form vs. applying
One is a quick note. The other is a real application.
See where your growth stands.
Book a call