Knowledgebase

Payments & Billing 4

• Changing your Concierge Plan
• Cancellations & Refunds
• Updating Your Payment Details
• Changing Who Receipts Are Emailed To

Getting Help 2

• How To Contact Customer Service
• How to access your Online Knowledgebase from the Portal

User Profile 2

• Setting up your Web Portal Login
• Changing Your User Email Address

Managing Additional Users 2

• How To Invite Additional Requestors To Send And Manage Tasks
• How To Disable A Requestor On Your Account

Managing Sites We Protect 2

• Adding a site to your Concierge Plan
• Adding additional sites to your plan

Integrations 2

• Setting up the Slack Integration
• Setting up the Zapier Integration