Frequently Asked Questions
How do I reset my password?
To reset your password, click on the "Forgot Password" link on the login page. Enter the email address associated with your account, and we'll send you a password reset link.
How do I add a new user to my account?
To add a new user, go to Settings > Users > Add New User. Fill in their information and set permissions. Note that the number of users you can add depends on your subscription plan.
How do I export my customer data?
To export customer data, go to Customers > Export. You can select the data fields you want to include and export in CSV or Excel format.
How do I set up automated follow-ups?
To set up automated follow-ups, go to Marketing > Automation > New Sequence. You can create a series of emails or text messages that will be sent at specific intervals after a trigger event.