General FAQs
- Adding Your Phone Number to Receive the Verification Code
- How do I access The Hub?
- How do I build Smart Lists in the Hub?
- How do I create a newsletter
- How do I download the App version of the Hub?
- How do I get a verification code to access The Hub?
Automations
- How do I build new automations?
- How do I edit my automations?
- How do I find which automations are turned on?
- How do I get help with automations?
- How do I know if a contact is in an automation?
- How do I know whether my automations are working?
Calendar
- Hub Calendar Event Settings
- How do I build Calendar appointments?
- How do I change which calendar is connected to the Hub?
- How do I edit my calendar?
- How do I set up my Calendar?
- How do I use my Calendar in the Hub to replace Calendly?
Client Forms
- How do I deliver Client Check Ins?
- How do I find client check in form responses?
- How do I see my client onboarding form responses?
- How do I see where my clients are up to?
- How do I update my check in form?
- Where can I update my onboarding form?
Conversations Inbox
Integrations
- How do I integrate my calendar?
- How do I integrate Zoom to the Hub?
- How do I link Facebook to the Hub?
- How do I link Google to the Hub?
- How do I link Instagram to the Hub?
- How do I link Outlook to the Hub?
Opportunities Board
Social Media Planner
- Can I schedule Reels in the Social Media Planner?
- Can’t schedule Stories in the Social Media Planner?
- How do I connect my social media accounts to the social media planner?
- How do I schedule posts in the Social Media Planner?
- How does the Social Media Planner work?
- Why can’t I link Instagram to the Social Media Planner?