Everything other clients have asked us.
Mined from six months of real onboarding email threads. The questions with a star ⭐ are the ones we hear most often. Use Ctrl/Cmd + F to search the page, it's faster than scrolling.
Step 1: Welcome + Contact
What do you actually need from me in this first email?
Two things, both in one reply. The mobile number you want the lead alerts sent to, and the email address that should receive the alert copy. That is the whole step. Once we have those, we wire the routing on our end and move on.
Do I have to use my personal mobile, or can I use a shared team line?
A shared team line works as long as someone actually checks it inside the first hour. The point of the alert is speed-to-lead, not which device it lands on. If you have a sales rep who answers faster than you do, route it to them.
Can we have more than one person on the alert chain?
Yes. Send me the primary mobile plus up to two backup mobiles and the two or three email addresses. We route to the primary first and CC the backups so nothing slips if the primary is in a meeting.
What if I want to chat through this on a call instead of replying by email?
Book a time on the onboarding call link and we will walk through it together. Email is faster for most clients because you can paste the details in two minutes. The call is there if you prefer it.
How quickly should I send the mobile and alert email back?
Same day if you can. The CRM build cannot start until we have those two fields. Every day we wait is a day we cannot send you a qualified lead.
Why do you need this stuff at all?
Because the moment a lead submits the form, the clock starts. We have a 60-minute window before reply rates collapse. The mobile and email are how we tell you a lead exists in time for you to actually call them.
Step 2: Meta Business Manager Access
How do I add you as a partner on my Business Manager?
Log into business.facebook.com, hit Business Settings, go to Accounts, then Ad Accounts. Select your ad account, click Assign Partner, choose Business ID, and paste in 570563043895208. Set the role to Admin. Click Next, then Save. Done.
Why do you need Admin and not just a limited role?
Because we manage ads, tracking, and reporting end-to-end. Anything less than Admin and we end up locked out of a setting at the worst possible moment, usually mid-launch. We have never had a client regret giving Admin.
I added you to my Facebook Page, isn't that enough?
No. Page access lets us post. Ad Account access lets us spend money on your behalf. We need both, but Page access alone will block the launch. Follow the steps above on the Ad Account specifically.
What's your Business Manager ID again?
570563043895208. Save it somewhere. You'll need it for the Pixel, WhatsApp Account, and any other asset you assign to us.
I don't have a Business Manager set up yet. What do I do?
Create one at business.facebook.com. It takes about five minutes. Use your company name, your work email, and your real business address. Once it exists, add your ad account into it, then run the partner-add steps above.
Can I revoke access later if we stop working together?
Yes, any time, in two clicks. Business Settings, Partners, find us, Remove. The access is yours to control, not ours.
Why is this step the one that unlocks everything else?
Because every other system, WhatsApp, the Pixel, the lead forms, the catalog, plugs into the Business Manager. Until we are a partner on it, we cannot ship any of them.
I've never run Facebook ads before. I don't have any Business Manager assets to add TGB as partner to.
Zero problem. Because there's no existing ad account to share with us, we create your ad account from scratch inside our Business Manager and run the campaigns from there. Your Facebook Page sits inside that setup. You don't add us as a partner to anything because there's nothing to partner with yet.
The only thing we need from you: admin access to your existing Facebook Page (even a dormant one) so we can connect it as the publishing identity. Reply on your onboarding email with the URL of your Page and we'll send you the two clicks to grant Page admin access.
Step 3: Calendar & Video Calls
Connecting your calendar and connecting your video tool are two separate approvals. Most calendar problems we see are the second one being skipped. Full walkthrough on Step 3.
I connected Outlook (or Google). Do I still need to connect Teams, Meet or Zoom separately?
Yes. They are two different approvals even when it is the same Microsoft or Google account. The calendar connection handles your availability and writes the meeting into your diary. The video connection is what generates the joining link.
Connect both. With only the calendar connected, bookings land in your diary and the lead has no way to actually join.
A booking came through but the lead never got a calendar invite or a joining link.
Three things have to be true, and it is almost always the second or third that is missing. One, your calendar provider is connected. Two, you are attached to the booking calendar as a team member, so there is a diary to write to. Three, the meeting location is set to Teams, Meet or Zoom, so a join link gets generated.
Tell us and we check all three from our side in a couple of minutes, then push a test booking end to end so you watch the invite and the link land before a real lead does.
I want bookings on a shared mailbox like sales@ or info@, but it will not connect.
Shared mailboxes on Microsoft 365 have no licence and no interactive sign-in, so the connection either fails outright or the mailbox never appears in the list. That is a Microsoft rule, not a setting we can toggle.
The way round it: connect a licensed named user who holds Full Access to the shared mailbox, then set the shared calendar as the one bookings are written to. Same end result, about a minute more work. Tell us which mailbox you want and we will tell you which user to connect.
Bookings are landing but they are not blocking out my calendar.
Open Calendars → Calendar Settings → Connections and check two things: the provider shows connected, and the right sub-calendar is selected as the busy-time source.
If it looks green and bookings still do not block, disconnect and reconnect. The sign-in tokens occasionally drift and reconnecting refreshes them.
Will connecting my calendar let you see my personal appointments?
No. The connection reads whether a slot is busy or free, not what the meeting is or who it is with. We use it purely so a lead is never offered a time you are already booked for.
Will I get a text message when a lead comes in?
No, and we would rather be straight about why. Maltese mobile numbers cannot be issued on the carrier network the CRM sends SMS through, so SMS to a +356 mobile is not something we can make reliable.
Your alerts come by email plus a push notification from the LeadConnector app on your phone. Install it, allow notifications, and you will know within seconds. If you add WhatsApp Business later, alerts can ride on that too.
The appointment time in the confirmation email has no timezone next to it.
Tell us and we add it. It is a one-line change on the email template. Worth doing the moment you take bookings from outside Malta, because a bare time with no timezone is a real cause of no-shows.
What hours will leads be able to book?
We set weekday working hours by default. Tell us the hours you actually want to take calls, including days you want blocked entirely, and we change it. One line on our side, so ask rather than working around it.
Step 4: Email Sending
There are now two routes: connect your Microsoft or Google mailbox in about a minute, or have us set up a dedicated sending domain with your web partner. See Step 4.
What do you actually need on the domain side?
Two records. A CNAME pointing your funnel subdomain (something like go.yourdomain.com) at the host we send you, and the SPF/DKIM/DMARC entries for the sending domain so the alert and nurture emails land in inboxes rather than spam. We send you the exact values, you paste them in, done.
Where do I add the CNAME?
Wherever your domain lives. GoDaddy, Namecheap, Cloudflare, Squarespace, or your IT team's panel. Add a CNAME record. Name/Host: go. Value: the target we provide. TTL: Automatic or 3600.
How long does DNS take to propagate?
Up to 24 to 48 hours, usually under two. Send us a quick note once you've added it and we will start checking. We won't push anything live on the domain until propagation is confirmed.
What is DKIM/SPF/DMARC and why do I care?
They are three DNS records that tell Gmail and Outlook our emails are legitimate. Without them your alert emails land in spam, you miss leads, and we lose money on ads. They are not optional. We give you the exact records to paste in.
Can you handle this entire step for us?
We do, as long as you give a technical person on your team access to the DNS panel and CC us on the request. If you'd rather hand off the login, that works too. Either way, we drive it. You approve it.
What's the forwarding email for and do I need it?
It's a single mailbox like [email protected] that forwards into the CRM. It keeps replies looking like they came from your domain, not ours. Easiest way is to set up forwarding to the GHL inbox address we send you. Alternatively, connect via SMTP/IMAP in GHL under Settings, Email Services.
Why use a subdomain instead of just the root domain?
We host your funnel and landing pages on go.yourdomain.com so we don't touch your main website. If anything ever breaks on the marketing side, your homepage and the rest of your site stay untouched.
I tried setting up Outlook SMTP and got "535 5.7.3 Authentication unsuccessful" / EAUTH. The password is correct.
That's not a password problem. Microsoft disabled basic-auth SMTP (username + password) on Outlook and Microsoft 365 accounts in 2024. Even with the right password, Outlook refuses the connection. You don't need to fight this.
You also don't need custom SMTP at all. Close that panel, leave the default LeadConnector Email System selected as your provider, and move on. We handle email authentication via DNS in your Step 4 (DKIM/SPF/DMARC on the sending sub-domain), that's the actual deliverability layer.
Custom SMTP creates more problems than it solves and isn't needed for your campaign to work.
Do I need to set up custom SMTP in HighLevel?
No. The default LeadConnector Email System handles sending automatically once we verify your DNS records. Only set up custom SMTP if you have a specific reason (e.g. compliance requires sending from your own server). For 99% of DMP clients, the default is the right answer.
I got a different SMTP error: 535 5.7.139 "user is locked by your organization's security defaults policy". Same fix?
Yes, same fix. Your Microsoft 365 tenant has Security Defaults enabled, which blocks third-party SMTP logins at the policy level. The behaviour is slightly different from the basic-auth deprecation, but the resolution is identical: you don't need custom SMTP at all. Close the panel without saving, leave LeadConnector Email System selected as the default provider. We handle email authentication via DNS on our side.
I tried to add my funnel subdomain (e.g. go.yourdomain.com) in Email Services and got "Domain Validation Failed". What now?
Two things to unstick this:
First, you're on the wrong screen. The CRM has two separate domain setups that look similar but serve different purposes:
- Settings → Email Services → Add new domain is for the email-sending subdomain (Mailgun-style, like
mg.yourdomain.com) - Settings → Domains (different menu) is for the funnel subdomain (where landing pages live, like
go.yourdomain.com)
The validation failed because you put a funnel subdomain into the email-sender screen.
Second, and more important: the Email Services custom domain is OPTIONAL. The default LeadConnector Email System sends emails fine without it. Skip the Email Services screen entirely, close it without saving, move on. We handle email authentication (SPF, DKIM, DMARC) via DNS on our side in Step 4 of your DMP onboarding, that's separate from anything you click through in Email Services.
What's the difference between the "go." funnel subdomain and the "mg." email subdomain?
Two different subdomains for two different purposes. Both optional.
go.yourdomain.com(ortry.,app., whatever you prefer) is where your funnels and landing pages get hosted. Set up under Settings → Domains. Uses a CNAME pointing to LeadConnector's funnel servers.mg.yourdomain.com(oremail.,mail.) is where branded outgoing email gets sent from via Mailgun. Set up under Settings → Email Services → Add new domain. Uses SPF, DKIM, DMARC records for authentication.
You can use one without the other. For DMP, the funnel subdomain is the more important one (campaigns point at it). The email-sender subdomain is polish, not required, the default LeadConnector sender works fine without it.
How do I find the exact DNS records I need to add for the funnel subdomain?
The record is generated by HighLevel the moment you start the Add Domain flow.
- In your CRM, go to Settings → Domains (not Email Services, that's a different screen)
- Click Add Domain
- Enter your funnel subdomain — anything you like, common choices are
go.yourdomain.comorpromotions.yourdomain.com - HighLevel displays the DNS record on the next screen: a single CNAME with the target
sites.ludicrous.cloud(TGB's white-label routing host) - Add that single CNAME in your DNS panel: Type CNAME, Host = the subdomain prefix you chose (e.g.
goorpromotions), Value =sites.ludicrous.cloud, TTL = Auto or 3600 - Save, wait 1 to 4 hours for propagation, then click Verify in the CRM. Landing page goes live automatically once it verifies.
Or, reply on your onboarding email with "send me the records" and we look them up on our side and pass them to your DNS team directly. No CRM-clicking required from your end.
What is sites.ludicrous.cloud and why is HighLevel telling me to point a CNAME at it?
It's TGB's white-label routing target for landing pages on HighLevel. When HighLevel hosts a funnel for one of our clients, the public URL (e.g. go.yourdomain.com) needs to CNAME to a TGB-branded host rather than the raw funnels.leadconnectorhq.com default.
sites.ludicrous.cloud is that branded host. Functionally identical to the default, but the CNAME chain doesn't expose HighLevel's brand. Safe to add, this is how every TGB DMP client routes their funnel traffic.
Should I connect my mailbox or set up a sending domain?
If your work email is Microsoft 365, Outlook, Google Workspace or Gmail, connect the mailbox. It takes a minute, it needs nobody but you, and deliverability is better on day one because you are sending through an address that already has a reputation.
The dedicated sending domain is for everyone else, or for anyone who wants automated sending kept completely separate from their normal mailbox. It is the slower route, because it depends on whoever manages your DNS replying.
The CRM emails are going to spam, or bouncing, even though the address is right.
Usually your own domain is telling the world to reject anything not sent from your own mail servers. If your root domain SPF record ends in -all and carries no entry allowing the CRM to send on your behalf, every automated email going out as [email protected] is treated as forged.
Send us your domain name. We read the record publicly, no access needed, and hand your DNS person the exact one-line change. This is the most common reason a technically finished setup still produces no replies.
Do I have to do the domain step at all?
No. Connecting your mailbox covers it. The sending domain is the alternative, not an extra. Do not let a slow web partner hold up your launch for something one approval replaces today.
Step 5: Facebook & Instagram
I already gave you Meta access in Step 2. Why do I need to connect Facebook and Instagram too?
Different connection, different job. Step 2 (partner access on your Business Manager) lets us spend and optimise your ad budget. The Integrations connect in Step 5 is what lets your CRM receive your Facebook and Instagram lead-form submissions in real time and route Messenger and Instagram DMs into one inbox. Ads can run without it, but the leads won't auto-land in your pipeline until it's connected.
My Instagram won't connect to the CRM.
Instagram only connects when it's a Professional account (Business or Creator) linked to the Facebook Page you connected. Fix it in the Instagram app: Settings → Account type and tools → Switch to professional account, then link it to your Facebook Page. Back in the CRM go to Settings → Integrations and click Connect on Instagram again. Still stuck, send us a screenshot and we'll trigger it from our side.
Which permissions should I allow when connecting Facebook?
All of them. Every toggle maps to something the system needs — reading lead forms, receiving messages, managing the Page connection. Unticking even one usually breaks lead capture silently. It's fully reversible: you can disconnect in two clicks anytime under Settings → Integrations, and we never see your Facebook password.
How do I actually connect Facebook and Instagram?
In your CRM go to Settings → Integrations, find the Facebook card and click Connect. Log in with the Facebook account that manages your business Page, leave every permission toggle ON, then select your Page. For Instagram, make sure it's a Professional account linked to that Page, then click Connect on the Instagram card. Reply "Done" on the onboarding email so we can confirm on our side.
Facebook shows Connected and my lead forms are listed, but nothing is reaching the CRM.
This one catches everybody, because every screen says it is working. Connecting the Page is only half of it. Each individual lead form has to have its fields mapped onto the matching CRM fields: full name, email, phone and any custom questions.
Until that mapping exists the CRM accepts the connection, lists your forms, reports healthy, and delivers nothing at all. There is no error anywhere.
The moment your ads are live and no leads have landed, tell us. We do the mapping from our side and it is a five-minute fix once someone actually looks.
Is there anything to grant in Meta besides clicking Connect?
One thing, and it is easy to miss. In Meta Business Settings go to Integrations → Leads Access and confirm LeadConnector has access to your Page.
The partner access you gave in Step 2 does not cover this. It is a separate grant, and without it your forms can look perfectly connected and still deliver nothing.
There are leads sitting in Meta that never arrived in the CRM. Can you pull them across?
Yes, we import them by hand and you lose nothing.
One thing to know: an imported lead does not trip the automation the way a live one does, so no alert, no follow-up email and no call task fires for it. We enrol those manually and tell you which ones were backfilled, so you know they want a call from you rather than from a sequence.
Messenger and Instagram DMs are not showing in my CRM inbox.
That is exactly what this step connects. Until the Integrations connect is done and your Page is selected, DMs sit in Facebook’s own inbox, where the CRM, your reporting and your automations cannot see them.
If the connection is done and DMs still are not landing, send us a screenshot of the Integrations screen and we trace it.
Step 6: Going Live
What does "go live" actually mean?
Calendar connected so leads can book themselves in, alert routing firing to your mobile and email, ads switched on, and a 30-minute walkthrough where we show you the pipeline and how to use it daily. That is the moment your DMP is live.
Do you walk us through the CRM or do we figure it out?
We walk you through it. One scheduled session, screen-share, every button explained, what to do when a lead lands, where to log the outcome of a call, how to move them through the pipeline. You leave the call able to run it.
How will I know a lead has come in?
A push notification from the LeadConnector app on your phone, an email copy to the alert address you gave us in Step 1, and the lead appearing in the CRM under "New Lead." Install the app and allow notifications, because that is the one that reaches you away from your desk.
We do not rely on SMS. Maltese mobile numbers cannot be issued on the carrier network the CRM sends through, so SMS to a +356 mobile is not something we can make reliable. If you add WhatsApp Business, alerts can ride on that too.
What happens in the first 24 hours after launch?
You will get leads. Some will be good, some will be tire-kickers, all of them need to be called inside 60 minutes. The first day always feels chaotic. Day three or four it settles into a rhythm.
Can I pause the campaign if we get overwhelmed?
Yes, any time, from your side or ours. Send a message and we pause the ads inside an hour. Don't pause without telling us though, because the nurture and follow-up sequences keep running on existing leads regardless.
What if the first leads are bad?
Tell us. Specifically. "This one wasn't qualified because X." The ads optimise on quality signal as much as quantity signal. Two or three pieces of feedback on the first batch and we can sharpen the targeting fast.
Facebook Ads Manager reports fewer leads than my CRM shows. Which number do I trust?
The CRM. It counts a lead when a real person actually submits, so it is the closest thing to truth you have.
Ads Manager routinely reports fewer, because of its attribution window, iOS privacy and EU consent. A real lead can be genuinely uncountable on Meta’s side. We have measured gaps of well over half on our own account.
Use the CRM for how many leads you got and what they cost. Use Ads Manager for which creative and audience are working.
WhatsApp Business & the +1 number optional add-on
WhatsApp is not a launch step and nothing here blocks you going live. The setup guide lives at WhatsApp Business. The +1 number questions sit here too, because that number exists to carry WhatsApp verification and nothing else.
Regular WhatsApp or WhatsApp Business?
WhatsApp Business, never the regular app. Download it from the App Store or Google Play. The two cannot run on the same number at the same time, which is why we recommend a dedicated business number for this.
Why a separate phone number? Can't I use my personal one?
Once a number is on WhatsApp Business, you lose it on regular WhatsApp. Most people don't want their personal chats living next to client leads. Buy or assign a dedicated business number before you start this step.
How do I link WhatsApp Business to the Meta Business Manager?
Go to business.facebook.com, Settings, Accounts, WhatsApp Accounts. Click Add, then Add a WhatsApp Account. Select the business number, enter it when prompted, and verify with the 6-digit code WhatsApp sends you. Once verified, it shows up under your Business Manager.
What does the WhatsApp purchase inside HighLevel cover?
WhatsApp Business API messaging is a paid utility billed directly through HighLevel. The in-CRM purchase sets up the metered billing so we can send template messages, auto-replies, and lead-nurture sequences from your number. Without it we can build the WhatsApp flows but not send anything. No separate Stripe checkout, no extra invoice from us, everything flows through your CRM's billing.
It says "Number already in use" when I try to connect it. Help.
That means the number is registered somewhere else already, usually on regular WhatsApp or on another Business Manager. Send us a screenshot of the error and we will help unhook it. Do not factory-reset anything until we look.
Do I need to be an Admin on both WhatsApp and the Business Manager?
Yes. You need to be Admin on the Meta Business Manager AND on the WhatsApp Business account. If you are not, the connection will fail silently. Check both before you try.
I already see a WhatsApp account listed. What now?
Make sure it's the right one. The dedicated business number, not a personal number. If it's correct, go to WhatsApp Accounts, select the account, Add People, paste in our team email, and assign Full Control.
I subscribed to WhatsApp Business but the assigned number is US (+1...) and I can't receive verification codes on it.
Good news, you don't need to receive them on a physical phone. The US +1 in your sub-account is a Twilio routing number that forwards inbound SMS directly into your CRM's Conversations tab.
When you trigger WhatsApp Business setup, Meta sends the 6-digit verification code via SMS to that US +1, and the code lands in your Conversations tab. Open Conversations, find the message from Meta, copy the code, paste it into the WhatsApp setup verification field. Done.
The US +1 then becomes your WhatsApp Business identity. No need to buy another number or use your personal mobile.
Phone System shows "A2P 10DLC registration incomplete, please go to the trust center tab". What is this?
A2P 10DLC is US carrier compliance for sending outbound SMS via US 10DLC numbers. Registration requires a US EIN and US business address, which non-US businesses generally can't complete anyway.
The good news: we don't send outbound SMS at all. Client communication runs on WhatsApp + email. The only thing the US +1 does is receive the inbound WhatsApp verification code (which lands in your Conversations tab and triggers WhatsApp setup).
So the A2P banner stays in your CRM permanently but is safe to ignore. No registration needed.
Why was I assigned a US +1 number when I'm not a US business?
Every HighLevel sub-account gets auto-provisioned with a US routing number from their pool. For your business, this number serves one purpose: it becomes your WhatsApp Business identity once you complete WhatsApp setup. Inbound SMS to it (including Meta's verification codes) routes into your CRM's Conversations tab. We don't use it for outbound SMS. Customer-facing communication runs on WhatsApp + email.
General / Cross-cutting
How do I log into the CRM and what will I see there?
We send you a HighLevel login link, a username, and a temporary password. You'll land on a dashboard with your pipeline stages on the left, contacts in the middle, and conversations on the right. The walkthrough in Step 6 covers exactly what to click and when.
What are the pipeline stages and what do they mean?
Five stages. New Lead (just came in, hasn't been contacted). Booked & Qualified (you've spoken to them and they fit). Decision Maker Call Held (the real sales call happened). Proposal Sent (they have an offer in front of them). Won or Lost (the deal closed either way). Move cards left-to-right as the lead progresses.
Why does speed-to-lead matter so much?
Industry data, our own data, every dataset shows the same thing. Contact a lead in under 5 minutes and your conversion is roughly 8x higher than at 60 minutes. After 60 minutes you are dealing with a different person entirely. That's why we route alerts to your phone, not just your inbox.
Who's actually doing the work on your side?
Our team handles the build, the ads, the creative, the automations, and the reporting. I review and send everything that hits a client inbox. You always know who you're talking to.
What does the offboarding look like if this doesn't work?
You keep your ad account, your Pixel, your WhatsApp number, your domain, and all your historic data. We remove ourselves as partner, hand over any GHL exports you want, and that is it. No hostage situations.
I have a different tech stack already. Does this replace it?
It can. Most clients have something half-built, a Mailchimp here, a Calendly there. We consolidate it into one system you can actually run from one screen. We won't rip out anything that's working until the replacement is live and tested.
How long until we see leads coming in?
Typically 7 to 14 days from the day Step 2 (Business Manager) is done. Ads need 3 to 5 days to exit the learning phase, and we usually spend the first week tightening creative based on the first cost-per-lead data.
An email told me to log into my CRM but I never received a login.
Then something has stalled on our side, not yours, and we want to hear about it the same day.
Your login invite comes from the CRM itself, so check spam and the Promotions tab first. If it is genuinely not there, hit reply on the onboarding thread with the word BLOCKED in the subject.
Do not sit on it politely for a week. A silent wait is the biggest single cause of a slow onboarding, and it is always ours to fix.
After Go-Live (first 7 days)
A lead came in but didn't pick up. What do I do?
Call back twice in the next 90 minutes. If still nothing, drop a WhatsApp ("Hi, returning your enquiry from earlier") and an email. The CRM has a "missed contact" sequence that fires automatically, but human follow-up always beats it.
How do I move a lead through the stages?
Drag the card from one column to the next, or open the contact and change the stage from the dropdown. Always add a quick note (one sentence) on why you moved it. Future-you will thank present-you.
What if a lead is clearly not qualified?
Mark them as Lost with the reason. We use those reasons to retarget the ads. "Too small" and "wrong location" and "no budget" each tell us different things about what to adjust.
When will I get my first report?
End of week one we send a short summary. Cost per lead, qualified rate, what we're testing next. Full monthly review at the 30-day mark. You don't have to ask for these. They come automatically.
I have an out-of-scope idea (new campaign, new offer, new channel).
Send it through. We will tell you whether it fits the current retainer, whether it's a paid add-on, or whether it's a "let's revisit in 30 days" item. We don't quietly absorb new scope into the existing build.
The dashboard says I have 8 new leads. Why don't I see them in my email?
Check the alert email filter rules first. New senders sometimes land in Promotions or Other. If filters are clean and you still don't see them, send us a screenshot of the lead list and we will trace the alert chain.
Can I add team members to the CRM?
Yes. Send us the name, email, and role (Admin, User, or View-Only) and we add them inside a day. Each gets their own login and their own task list inside the pipeline.
The CRM says I have new leads but nothing arrived on my phone.
Check the LeadConnector app is installed, that you are logged in, and that notifications are allowed for it in your phone settings. That is the fix nine times out of ten.
Then check spam and the Gmail Promotions and Other tabs for the email copy. If both look right and alerts still are not landing, send us “alerts not firing” and we trace and repair the routing within the hour.
Billing & Invoicing
How do I update my billing details or VAT number on an invoice?
Log in to the billing portal with the email address on your invoice. You can update your company name, billing address, VAT/tax ID, and payment method from there. Once you save, the invoice PDF regenerates with the new details — refresh the portal and re-download it.
Where do I download past invoices?
All invoices live in the billing portal under "Invoice history". Click any line to download the PDF. If an invoice is missing, email Stephen and we'll regenerate it.
How do I change the payment method on my subscription?
Same place — the billing portal. Add the new card, set it as default, and remove the old one. The next invoice charges automatically against the new method. No interruption to service.
I can't log in to the billing portal. What now?
Use the exact email address your invoice was issued to (check the "Bill to" field on any past invoice). If you've changed company emails since signup, reply on your onboarding thread and we'll update the email on file — usually within an hour.
Couldn't find your answer?
Two options. Hit reply on your onboarding email thread and we'll answer (and add it to this FAQ for the next client). Or email Stephen with the question: [email protected]