Send Listy

sendlisty.com

Product: Send Listy

  • Use the Add Items Library

    Overview

    The Add Items Library is the official reusable-item collection in Send Listy.

    Use library items

    1. Open the List Editor.
    2. Choose Add Items or open the item-discovery surface.
    3. Browse or search the available item categories.
    4. Select one or more items.
    5. Add the selected items to the current list.

    Language

    The item library is multilingual, so categories and item names can have language-specific variants.

    Notes

    Library items are reusable starting content. Once added to your list, the resulting list items are managed through the normal Send Listy editor.

  • Paid Plan Checkout

    Who owns what

    Send Listy keeps billing and financial transaction handling separate from plan, subscription, seat, and entitlement management.

    Checkout flow

    1. Choose an available paid plan.
    2. Sign in or create an account when required.
    3. Send Listy validates the target plan and current account state.
    4. For a new paid subscription, Send Listy can open the configured payment-provider checkout.
    5. Complete the provider checkout.
    6. After the payment provider confirms a successful payment, Send Listy records the transaction and updates the subscription state.

    Price validation

    Checkout validates the payment-provider price against the current Send Listy plan definition. Documentation should therefore not be used as the source for a live checkout price.

  • Plan Change Confirmation

    Overview

    Changing an existing payment-managed paid plan requires an explicit confirmation step.

    What you review

    The confirmation shows the current plan, target plan, target price, and the applicable policy: immediate/prorated for an upgrade or scheduled for the next renewal period for a downgrade.

    Confirmation

    You must acknowledge the billing notice before confirming. Send Listy rechecks plan and seat eligibility at the moment of confirmation.

    Notes

    No plan change is made until the confirmation is submitted successfully.

  • Payment Records and Refunds

    Payment records

    Send Listy records the payment and checkout information needed for billing operations and can expose the signed-in user’s own transaction records.

    Refunds

    Refund processing is handled through Send Listy billing and the configured payment provider. The current My Plan experience does not provide a public self-service Refund button; refund handling is an administrative/payment-provider operation.

    Notes

    A refund event and a user’s subscription/entitlement state are separate responsibilities. Send Listy records the financial event separately from the resulting subscription state.

  • Send Listy FAQ

    Overview

    This FAQ gives short answers and points you to the full official Send Listy documentation. The detailed guide remains the canonical source when more explanation is needed.

    Common topics

    • Creating and editing lists
    • Quick Add, Paste a List, and Add list by AI
    • Templates and To do Steps
    • Sharing, WhatsApp, iMessage, Print / PDF, and QR
    • My Lists and cross-device synchronization
    • Account, plans, members, payments, and renewal
    • Settings, Home, Libraries, and Video Tutorials

  • How Ask Listy Uses Documentation

    Official source

    Send Listy Documentation is the official product-help source. Ask Listy uses searchable copies of that documentation to find the most relevant guidance.

    Answer behavior

    Ask Listy is designed to use the most relevant official documentation to provide a direct answer, clear steps, and the appropriate help or app destination.

    When documentation is missing

    If an official answer is not documented, Ask Listy should not invent product instructions. The missing topic should be treated as a documentation gap for review.

  • FAQ — Creating and Editing Lists

    How do I create a new list?

    Start from Home or a list-type entry, add a name and content in the List Editor, then use Create. See Create a List.

    Which list type should I choose?

    Choose the type that best matches the job: Note for memo-first content, To do Steps for phased work, Team List for members and assignments, or one of the purpose-specific built-in types. See Choose a List Type.

    Can I create my own list type?

    Yes. Custom list types can have their own name and icon. Built-in list types remain protected. See Create and Manage Custom List Types.

  • FAQ — Adding Items and Content

    What is the fastest way to add many items to the list I am editing?

    Use Quick Add. Enter or paste one item per line, then add all non-empty lines to the current list.

    I already have a complete list in plain text. Should I use Quick Add?

    If you want to create a new list directly from those lines, use Paste a List. Quick Add is for the list already open in the editor.

    Does Add list by AI generate the list inside Send Listy?

    In Send Listy, the flow imports structured JSON that you generate with an AI tool and then paste into Send Listy. See Add a List by AI.

    Can I choose ready-made items?

    Yes. Use the Add Items Library when available to browse reusable Send Listy library items and add selected items to your current list.

  • FAQ — Sharing Lists

    Can I share only selected items?

    Yes. When items are selected, the Share List flow can offer Selected items as the share scope instead of the Full List.

    Can I send a normal text message instead of an interactive list?

    Yes. Share List separates Interactive List and Text Only formats.

    Can I share through WhatsApp or iMessage?

    Yes, when those channels are enabled. See Share a List with WhatsApp and Share a List with iMessage.

    Can I create a QR code or print the list?

    Yes. QR Code and Print / PDF are available through the sharing options when enabled. See the dedicated QR and Print guides.

  • FAQ — Templates and To do Steps

    Does using a Template change the original Template?

    No. The original Template stays unchanged while Send Listy creates an independent working list for you. See Master Template vs. Your List.

    Are Step by Step guides normal Templates?

    No. Send Listy library keeps Step by Step / How To content separate from normal Templates and hands it to Send Listy through its own intent.

    How is To do Steps progress calculated?

    Progress comes from actionable steps. Completed steps count toward the overall percentage, and each phase can have its own completed/total progress.