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