Support
Contact Clientele support
Contact Clientele support by email at [email protected]. We read every message and answer on business days. Signed in customers also find help inside the app, next to their client books, and handle billing in the billing portal.
Email support
Answered on business days, usually within one working day. Flagship and Enterprise requests are handled with priority.
What to include in your email
A complete first message saves a round of questions. Please add:
- The email address of your Clientele account and the name of your organization in the app.
- What you were trying to do and what happened instead, for example an import that skipped rows or a message that did not send.
- The page or screen where it happened, and the time, so we can find it in the logs.
- A screenshot if something looks wrong. Please blur client names and phone numbers.
- For import questions, the column headers of your file, without the client rows.
Never send passwords, card numbers or full client lists by email. We will never ask for them.
Signed in customers
- Help is available inside the app, next to your client books, imports and settings.
- Plan changes, cards, invoices and cancellation are on the Billing page of your account, through the billing portal.
- Client exports and erasures are done by a manager from the client profile.
- Team invitations and roles are managed by the owner in Team.
Not a customer yet
See your own Money Feed in a minute with the homepage demo, compare plans on the pricing page, or read how clienteling software works for your team.
FAQ
Before you write to support
How quickly does support answer?
We answer email on business days, usually within one working day. Flagship and Enterprise plans have priority support, so their requests are handled first.
Can I talk to someone before I buy?
Write to [email protected] with your question and we answer by email. You can also try the homepage demo on a sample list or your own client export, with no account, and every plan and limit is listed on the pricing page.
How do I change my plan or cancel?
Signed in owners open the Billing page of their account and use the billing portal to change plan, update a card, download invoices or cancel. A cancellation takes effect at the end of the paid period.
How do I send a data request for one of my clients?
Managers can export or erase a client directly from the client profile, without contacting us. If a client of a store writes to us, we pass the request to that store, because the store is the controller of its clients' data.