Support Center
Search our help center or browse topics below.
Getting Started
Set up your account, add clients, and start tracking health scores in minutes.
- Create your free account
- Add your first clients
- Understand the health score
- Send your first retention message
SMS, Chat & AI Messaging
Configure retention SMS, the chat widget, AI replies, and message templates.
- How automated SMS retention works
- Customizing your message templates
- SMS compliance (TCPA)
- Chat widget, AI replies & AI content
Billing & Plans
Manage your subscription, payment methods, upgrades, and what's included.
View full guideAnalytics & Reports
Understand revenue-at-risk numbers, churn forecasts, and exportable reports.
- Key metrics explained
- Exporting your data
- AI Business Analyst: chat with your data
- Custom reports & marketing attribution
Team & Multi-Location
Add team members, manage roles and permissions, and connect multiple locations.
View full guideIntegrations & Developer Tools
Connect Square, Vagaro, Mindbody, Google Calendar, Zapier, QuickBooks Online, and the API.
View full guideReviews & Reputation
Set up lead funneling, collect Google reviews automatically, and manage feedback.
- How lead funneling works
- Setting your Google review URL
- Managing private client feedback
- Monitoring your reputation across platforms
Booking & Payments
Online booking pages, waitlists, deposits, invoicing, and in-person payments.
- Your public booking page
- Deposits, premium slots & waitlists
- Appointment reminders & calendar sync
- Invoicing, estimates & in-person payments
CRM, Automations & Marketing
Pipelines, lead scoring, automation workflows, and win-back campaigns.
- Building automations
- Sales pipeline & lead management
- Organizing your client list
- Win-back & seasonal marketing
- Action Center & Next Best Action
Agency, Voice & Growth Tools
White-labeling, sub-accounts, voice AI, loyalty, and referral programs.
- White-labeling & sub-accounts
- Voice AI & calling tools
- Missed calls & ringless voicemail
- Loyalty, referrals & account security
Accountant & Tax Tools
Tax set-aside estimates, 1099/W-2 e-filing, expenses, mileage, budgets, and reports.
- Tax set-aside & estimates
- 1099-NEC / 1099-MISC / W-2 e-filing
- Expenses, mileage & receipts
- Budgets & financial reports
Social, Ads & Growth Automation
Social Planner scheduling, AI-built ad campaigns, and automated win-back messaging.
View full guideWebsite, Portal & Digital Card
Page Builder landing pages, the Client Portal, your digital business card, and memberships.
View full guideField Service & Video Calls
Dispatch multi-technician jobs, en-route notifications, video consultations, and call routing.
- Dispatch Board & multi-tech job assignment
- En-route status & client notifications
- Video Calls
- Call Workflow (visual IVR builder)
- Job costing, purchase orders & change orders
- Progress billing & the technician app
FAQ
Frequently asked questions
A few quick answers — browse the topics above for in-depth guides on every feature.
Still having trouble?
Reach out with an in-depth description of your issue and our team will get back to you within a few hours on business days.