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Account Management

Manage your billing and plan and other account information.

  • View Your Billing History
  • Switch from Monthly to Annual Billing (And Get 2 Months Free)
  • Update Payment Method
  • Change Plan
  • Cancel account
  • Refer a Friend
  • Customize Your Account with Your Picture
  • Sign In When You Forgot Your Password
  • Change Sign In Information
  • Staying Compliant with CAN-SPAM, CASL, & GDPR
  • Troubleshooting: Solving Common Sign In Issues

Categories

  • Boards
  • Getting Started
  • Landing Pages
  • Settings
  • Customizing the System
  • Dashboard
  • Automation
  • Group Actions (ClientTouch)
  • Email
  • Voice and SMS
  • Reports
  • Teams
  • Deals
  • Contacts
  • To-Do
  • Appointments
  • Integrations
  • Mobile App
  • Call for Info
  • Account Management
  • API
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