Frequently Asked Questions
Answers to what people ask us most, plus a plain-language summary of our privacy policy.
Every course is self-paced and yours forever, there is no deadline and no clock running out. Any timing you see listed inside a course is a suggestion, not a requirement. Flight Path in particular varies quite a bit depending on the path you take, since some steps come with a suggested waiting period built in on purpose, for example two weeks of quiet before the next step, or a month to ramp up. Move at whatever pace actually fits your business.
Start with the Student Q&A area inside the course itself, post your question on the lesson it relates to and we will answer it there. For anything outside course content, account issues, purchases, or anything else, reach out through the contact page and we will get back to you.
A course teaches you something, with lessons, activity tracking, and often a Q&A area. A digital asset, like our Charge It Right, Book It Right, and Make It Right spreadsheets, is a ready-to-use tool delivered as a single download. Both live in your Student Portal, but they carry different refund policies, see Payments & Refunds below.
Click Login in the top menu to sign in with the email and password you used at checkout. To log out, open your account menu in the same spot and choose Logout. Checking “Remember Me” when you log in keeps you signed in for two weeks, otherwise your session lasts two days.
Use the “Forgot password” link on the login screen and a reset link will be sent to the email you signed up with. If it does not arrive in a few minutes, check your spam folder, then reach out through the contact page and we will help you get back in.
Once you open a course from My Courses, you will see its lessons listed in order. Click a lesson to open it, and use the buttons in the course player to move to the next or previous lesson. Your progress is saved automatically as you go, so you can always pick up where you left off.
Every spreadsheet and template is delivered instantly through your Student Portal. Once you check out, log into your account, open the product under My Courses, and download the file attached to the lesson. No shipping, no waiting.
Yes. Because delivery happens through the Student Portal, you will set up a free account at checkout if you do not already have one. This is also where you will find any future updates to a tool you own.
No. Updates to a tool you already own are posted in your Student Portal at no extra cost, and you will get a notification when a new version is ready. Your current copy keeps working exactly as it does, nothing changes until you choose to download the update.
Almost everything we sell works in Excel, Google Sheets, or Apple Numbers, just open the file and it recalculates automatically. The one exception is Charge It Right Tier 4, the Automated Edition. It ships as a .xlsm file with working macros, and macros only run in Excel on Windows or Mac, not in Sheets or Numbers.
Don’t try to untangle it by hand. Go back to your Student Portal and download a fresh copy of the file, then copy your existing entries into the new one. It only takes a couple of minutes.
Right-click that tab, choose Duplicate, and rename the copy with the date range it covers, for example “Log – July 2026.” Move the duplicate to the end of your tab order, then clear the entries on your original tab and keep working in it. Your older data stays safe in the archived copy.
Our digital assets, the pricing spreadsheets and templates, are instant downloads, so once purchased they are final sale. If a file is not working as expected, contact us through the Student Portal and we will help you get it sorted, but we are not able to issue a refund once a digital asset has been delivered.
Our educational courses come with a 14-day refund guarantee. If a course is not the right fit, reach out within 14 days of purchase and we will process a full refund.
Yes. All payments are processed through Stripe, and your card details never touch or reside on our own servers.
In short: we collect what’s needed to run your account and deliver what you bought, and nothing beyond that gets sold.
Your account: name, email, username, and your course activity, stored to run your Student Portal and track your progress.
Payments: handled entirely by Stripe. We never see or store your full card number.
Email: we use MailerLite to send course updates and newsletters, using your name, email, and signup source.
Analytics: Google Analytics shows us anonymous, aggregate traffic patterns, not individual identities.
Cookies: used for login sessions, dashboard preferences, and MailerLite purchase attribution, described in full on our privacy policy.
