Help Center

Help Contents

Business Admin Help Center

Dashboard Overview

The dashboard provides a quick overview of your business statistics and access to all management features.

Stats Cards

View your total employees, plan blocks, and monthly costs at a glance.

Navigation Tabs

Use the tabs to navigate between Employees, Plans, Settings, and Payment Methods sections.

Employee Management

Manage your employees, their access, and status.

Adding Employees

You can add employees individually or upload a CSV file with multiple employees.

  1. Go to the Employees tab
  2. Click "Add Employee" or "Upload CSV"
  3. Fill in the required information
  4. Submit the form

Managing Employee Status

You can activate, deactivate, or terminate employees as needed.

  1. Find the employee in the list
  2. Click on their name to view details
  3. Use the status dropdown to change their status
  4. Confirm the change

Sending Login Links

You can send login links to employees to give them access to the platform.

  1. Find the employee in the list
  2. Click the "Send Login Link" button
  3. The employee will receive an email with login instructions

Plan Management

Manage your subscription plans, add new plans, and activate existing ones.

Adding Plan Blocks

You can add plan blocks to increase the number of available seats for your employees.

  1. Go to the Plans tab
  2. Click "Add Plan Blocks"
  3. Select the number of blocks and duration
  4. Click "Add Plan Blocks" to confirm

Plan Duration Options

You can choose different plan durations with corresponding discounts:

  • Current month only (no discount)
  • 3 months including current (5% discount)
  • 6 months including current (10% discount)
  • 12 months including current (20% discount)

All plans start from the beginning of the current month and end at the end of the final month in the plan period.

Activating Plans

After adding a plan, you need to activate it by making a payment.

  1. Find the inactive plan in the list
  2. Click the "Activate" button
  3. Select a payment method
  4. Confirm the payment

Payment Methods

Manage your payment methods for plan activation and billing.

Adding a Payment Method

You can add credit cards to your account for billing purposes.

  1. Go to the Payment Methods tab
  2. Click "Add Payment Method"
  3. Enter your card details
  4. Submit the form

Note: A $0.01 verification charge will be processed to verify your card. This amount will be refunded.

Setting a Default Payment Method

You can set a default payment method for automatic billing.

  1. Find the card in your payment methods list
  2. Click "Set Default"

Removing a Payment Method

You can remove payment methods you no longer want to use.

  1. Find the card in your payment methods list
  2. Click the delete button
  3. Confirm the deletion

Business Settings

Manage your business information and settings.

Updating Business Information

You can update your business name, contact information, and address.

  1. Go to the Settings tab
  2. Update the information as needed
  3. Click "Save Changes"

Frequently Asked Questions

How are plans billed?

Plans are billed upfront for the entire duration. The current month is counted as the first month of the plan period.

What happens when a plan expires?

When a plan expires, you'll need to add and activate a new plan to continue service. You'll receive notifications before your plan expires.

How do I add more employee seats?

You can add more seats by adding plan blocks. Each block provides 5 seats at $20 per seat ($100 per block).

Can I get a refund for unused seats?

We don't provide refunds for unused seats. We recommend purchasing only the number of seats you need.

Need More Help?

If you have questions that aren't answered here, please contact our support team:

  • Email: support@example.com
  • Phone: (555) 123-4567
  • Hours: Monday-Friday, 9am-5pm EST
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