ScaleSafe by WholePay
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Evidence connections

Bring proof of delivery into the client record.

ScaleSafe connects the systems you use to communicate and fulfill, then keeps useful activity with the client program it belongs to.

ScaleSafe evidence connections showing GoHighLevel fulfillment and Zoom connected
GoHighLevel fulfillment and a merchant-owned Zoom account connected in ScaleSafe.

Working foundation

Start with the tools already closest to the client.

GoHighLevel is the native operating environment. Zoom and custom software can add delivery activity that would otherwise live outside the client record.

GoHighLevel fulfillment

Native

Appointments, communications, invoices, course activity, and other client-fulfillment records from the merchant's own sub-account.

Zoom

Connected

Meeting and webinar attendance, join and leave times, and duration from the merchant's own Zoom account.

Custom software

Available

An authenticated Evidence API for software that can send client activity using a ScaleSafe enrollment reference.

Automatic matching

Connect once and keep the record moving.

ScaleSafe uses the merchant account, client identity, program timing, and known resource or enrollment references to connect activity to the right program. Once connected, normal fulfillment activity continues to arrive automatically.

  • Evidence stays with one merchant sub-account
  • Repeated purchases remain separate programs
  • Matched activity joins the correct enrollment timeline

Integration catalog

Expanding around how coaches and agencies fulfill.

The next integrations focus on the places where merchants teach, meet, manage projects, share deliverables, and support clients.

Courses and communities

Kajabi, Teachable, Thinkific, Circle, Mighty Networks, LearnWorlds, LearnDash, MemberPress, and other course platforms.

Meetings and scheduling

Google Meet, Calendly, and other sources that can help confirm scheduled and attended client sessions.

Agency delivery

ClickUp, Asana, monday.com, Teamwork, client portals, approvals, tasks, deliverables, and project activity.

Support and files

Merchant-selected support conversations, client-facing files, acknowledgements, and delivery records.

Merchant setup

Connect once, then let the records flow.

  1. 1

    Choose the platform

    Open Evidence Connections inside the merchant's ScaleSafe account.

  2. 2

    Authorize the merchant account

    Sign in through the provider or follow a short API-key or webhook setup.

  3. 3

    Confirm the offers

    Review suggested matches between the provider's courses, projects, or services and ScaleSafe offers.

  4. 4

    Activate and monitor

    Run a test, then use connection health to confirm evidence continues to arrive.

ScaleSafe private beta

Connect fulfillment to the client story.

Tell us which systems you use. Private-beta setup focuses on the smallest useful connection for your business.

Request beta access