PatternFolio · Monitor · Onboarding

Install to first audit in four steps

You've subscribed to PatternFolio Monitor — here's the shortest path from here to your first paid competitor audit and a shareable signed receipt.

Open the dashboard → See pricing →
Setup

The four-step path

Each step below has a screenshot placeholder and a single deep link into the dashboard at exactly the surface you need to touch next.

Step 01

Connect Stripe

PatternFolio runs on the platform's built-in Stripe Connect — no separate merchant account or API key to negotiate. Open /patternfolio/monitor/billing and pick Starter ($99/mo, weekly cadence, 5 competitors), Pro ($299/mo, bi-weekly, 25 competitors), or Enterprise (custom, daily, unlimited). The Stripe Customer Portal handles upgrades, downgrades, and cancellations from the same page.

Screenshot placeholder — Connect → Billing
Step 02

Pick your vertical and cadence

Vertical is captured at the lead stage — pattern, apparel, brand, or other — so the canvas knows which cluster to score against. Cadence is per competitor: daily, weekly, or bi-weekly. You can mix cadences across competitors — set the cadence for each URL when you add it.

Screenshot placeholder — Add Competitor form (vertical + cadence selectors)
Step 03

Trigger your first scan

Adding the first competitor URL runs the scan immediately — you don't have to hit a separate "run" button. PatternFolio fetches the product page, picks the best image candidate, vectors it, and rescores against the indexed pattern catalog. The result lands in your dashboard within seconds, and the next run fires on the cadence you selected.

Screenshot placeholder — Monitor dashboard with first competitor row
Step 04

Open and share the first audit

Click into the first ranked audit to see the per-competitor breakdown. Every audit links to a shareable public snapshot at /zi/audit/<id>/public — the same URL the dashboard's Share button copies. Share that link with legal; the receipt is signed and includes the audit chain proof.

Screenshot placeholder — Audit detail with Share button