Getting Started
Seamless Onboarding: Learn the Basics of Getting Started – From Notifications to CRM Integration
Setting Up Your Notification Email to Yourself/Your Team
Customise and streamline your notification preferences effortlessly with our user-friendly setup guide, ensuring you receive timely updates tailored to your preferences
Setting Up Your Notification Email to Prospects/Clients (Users of the Assessments)
Tailor your client engagement with precision. Learn how to set up notification emails for prospects and clients using our intuitive assessment tools, ensuring timely and personalized communication.
Adding Your Logo
Personalise your profile and enhance brand visibility by effortlessly adding your logo to create a professional and distinctive image.
How to Cancel Your Current Payment Method
Streamline your payment preferences with ease. Learn how to cancel your current payment method in just a few simple steps.
How to Cancel Subscription
Learn how to quickly and effortlessly cancel subscriptions with our easy-to-follow guide. From accessing account settings to confirming cancellation, take charge of your subscriptions hassle-free.
Setting Up Your Book a Call Link
Easily establish your ‘Book a Call’ link to efficiently schedule appointments and streamline communication, enhancing your accessibility and client engagement.
Connect To Your CRM/Mailing Tool
Seamlessly integrate your CRM or mailing tool to streamline your workflow and centralise communication.
How to Change Password
Secure your account effortlessly. Discover simple steps on how to change your password and enhance your account security.
How to Change Membership Type
Upgrade or adjust your membership effortlessly. Follow our easy guide on how to change your membership type and enjoy tailored benefits.