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Support & Answers

Frequently Asked Questions

Clear answers about setup, scheduling, Google Calendar sync, dashboard tools, Stripe payments, QR sharing, and what MyNotaryDashboard is actually built to do for working notaries.

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Built for working notaries

Mobile notaries, loan signing agents, traveling notaries, and independent notaries who manage their own bookings.

Designed to save time

The platform removes scheduling back-and-forth, keeps records organized, and gives clients a cleaner booking experience.

Works with your existing tools

MyNotaryDashboard works alongside Google Calendar rather than trying to replace every tool you already use.

General

What the platform is, who it’s for, and what it should help you improve.

What is MyNotaryDashboard?

MyNotaryDashboard is a platform designed for professional notaries that combines a client-facing booking page, real-time scheduling, and a business dashboard for tracking appointments, mileage, income, and records all in one place.

Who is this built for?

It’s built specifically for:

  • Mobile notaries
  • Loan signing agents
  • Traveling notaries
  • Independent notaries

If you book appointments and manage your own schedule, this is for you.

Will this get me more clients?

No. This is not a lead marketplace.

It helps you convert more of your existing traffic by giving clients a professional booking experience and eliminating back-and-forth scheduling.

Setup & Getting Started

What you need to launch and how quickly you can get your page live.

How do I get started?

You create your account, set up your services and availability, connect your Google Calendar, and your booking page is ready to share.

What do I need to set up my page?

You’ll typically provide:

  • Your name or business name
  • Service area
  • Services offered
  • Availability
  • Optional pricing
  • Optional photo

You can update everything later.

How long does setup take?

Most users can get their page live in under 10 to 15 minutes.

How long does it take forwarded appointment emails to appear?

Forwarded appointment emails are usually imported within a few minutes. Please allow up to 5 minutes after forwarding.

For the most reliable import, forward appointment emails from the same email address connected to your MyNotaryDashboard account.

Landing Page & Booking

How your public booking page works and how clients use it.

What is my notary landing page?

It’s your personal booking page where clients can:

  • View your services
  • See availability
  • Book appointments
  • Contact you

Think of it like your digital storefront.

Can clients book directly from my page?

Yes. Clients can select a time and submit a booking without needing to message you back and forth.

Can I share my page anywhere?

Yes. You can share it on:

  • Facebook
  • Google Business Profile
  • Text messages
  • Email
  • Business cards
  • Flyers

Google Calendar & Scheduling

How calendar sync protects your availability and keeps bookings organized.

How does Google Calendar sync work?

When connected, your calendar is used to:

  • Show your real-time availability
  • Prevent double-booking
  • Add new appointments automatically
Will clients only see times I’m available?

Yes. Busy times are blocked automatically based on your calendar.

What happens when someone books?

The appointment is:

  • Added to your dashboard
  • Synced to your calendar
  • Organized for easy tracking
What about reschedules or cancellations?

The platform keeps everything aligned so you don’t have to manually fix your calendar or records.

Do I still use my Google Calendar normally?

Yes. Nothing changes. Your normal calendar usage keeps your availability accurate.

Dashboard & Business Tools

What the dashboard tracks and why it matters once bookings start coming in.

What does the dashboard track?

Your dashboard helps manage:

  • Appointments
  • Client activity
  • Mileage
  • Income
  • Expenses
  • Business records
Does it track mileage automatically?

Mileage tracking is built in to help you keep better records for your notary work and tax reporting.

Can I track income and expenses?

Yes. You’ll have visibility into your business activity so everything isn’t scattered across notes, texts, and apps.

Can I export my data?

Yes. Records can be exported for reporting or tax prep.

Payments (Stripe)

How billing and payment processing fit into the platform.

Does the platform support payments?

Yes. Stripe is used for secure payment processing.

Are payments secure?

Yes. Stripe is one of the most widely used and trusted payment processors for online transactions.

Do I need a Stripe account?

If you want to accept payments through the platform, you’ll need to complete Stripe setup.

Security & Google Access

What Google access is used for and what is not stored by the platform.

Why do I need to connect Google?

Google access allows the platform to:

  • Show availability
  • Sync appointments
  • Keep your schedule accurate
Is my Google account safe?

Yes. The platform uses Google OAuth, which is the standard secure method for connecting apps without sharing your password.

Do you store my Google password?

No. You log in directly through Google. Your password is never stored by the platform.

Can I disconnect Google later?

Yes. You can revoke access at any time through your Google account settings.

QR Code & Sharing

How the QR code supports real-world marketing and makes booking easier.

Do I get a QR code?

Yes. Each notary page includes a QR code.

What can I use it for?

You can place your QR code on:

  • Business cards
  • Flyers
  • Invoices
  • Social posts
  • Marketing materials

Clients scan and go straight to booking.

Positioning & Expectations

What the platform should replace, and what it should work alongside.

Does this replace all my tools?

No. It replaces the messy parts:

  • Scheduling chaos
  • Manual tracking
  • Scattered records

But it still works alongside tools like Google Calendar.

What’s the biggest benefit?

It saves time and makes your business look more professional.

Less:

  • Texting back and forth
  • Missed bookings
  • Manual tracking

More:

  • Clean scheduling
  • Organized records
  • Smoother client experience

Support

How to get help if you run into setup questions or need a hand.

What if I need help?

Support is available to help you get set up and answer questions about your dashboard and booking page.

Still have questions?

If you’re setting up your page, connecting Google Calendar, or getting your notary dashboard live, support can help you get through the last few steps quickly.