Help Center
Answers to common questions and resources to help you succeed.
Frequently Asked Questions
How do I get started?
Click Start Free Trial on the homepage or go to /start-trial, then follow the onboarding prompts to create your team and invite members.
How do I switch teams?
Open the team switcher in the top navigation. Your active team is remembered across sessions for convenience.
Can I import clients and projects?
Yes. Go to Dashboard → Clients or Projects and use the Import option. CSV templates are supported.
Where can I manage billing and invoices?
Go to Dashboard → Billing to view your plan, usage, and invoices, or to update your payment method.
Is my data secure?
We follow industry best practices with role-based access, audit logs, and least-privilege principles. See the Security section in our documentation for details.
How do I contact support?
Use the Contact page to send us a message, or email us any time.