Before you get in touch with our support team it can help to try these common questions.
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How do I stop my clients receiving emails? In the EU, this may be for GDPR purposes.
Our Google Calendar/Gmail integration has stopped! We can no longer see events in our Google Calendar.
Web Form Auto-Response Email Signed Off From Company - Not The User Name?
One Office365 email address for all users?
One Gmail email address for all users?
Should I send an auto response email from my web inquiry forms?
Is Microsoft Exchange Supported?
How Do I Add Images/Pictures to Emails and Templates?
Why do I see two email addresses after integrating my Office365 or Gmail account?
Do I need to integrate my email account to be able to use the system?
Sending Mass Emails
Inquiry and Booking Notification Emails
How do I set up my teams email?
Can I integrate multiple Brite users into the same Gmail or Office365 account?
Allow users to send emails from your integrated email account
View your emails on the BriteBiz dashboard
ADVANCED FEATURE - Automations - Auto Change Stage
Can I see how many bookings I confirmed for this year, at this time last year?
Refer A Friend Gift Card
How to break First Name/Last Name from one column to two separate columns in Excel.
What happens if I delete a Sales Stage?
Capterra Review
Two-factor authentication (2FA)
Auto Expire in SmartDocs
Are eSignatures Legally Binding?
How do I activate SmartDocs on my account?
How Can I Add Multiple Images In One Line In A SmartDoc Proposal or Contract?
How Do I Change from PandaDoc to SmartDocs?
If two people are signing a SmartDoc contract, do they need different email addresses?
A client tried to sign a SmartDoc and got a "Forbidden Error" notice?
How do I edit a SmartDoc that has been sent?
Why can I not see the product/service detail in my quote/contract?
Who manages PCI compliance for my Stripe accounts?
How to manage discounts?
Can I delete a booking that has an invoice or payment attached to it?
Exporting Payments Received
What is the "Reference" on a Booking, Receipt, Invoice, Quote & Bill?
What is Your Client Portal Login URL?
Form W-9
Updating product and service names.
Fraud Prevention Plan
My Quickbooks or Xero Accounting Integration Has Disconnected?
How do I delete an invoice?
I accidentally deleted a payment in Xero/Quickbooks that was raised in Brite. What do I do?
Should I Choose Xero or Quickbooks?
How Do I Import Invoices & Payments From Xero?
Why can I not see a payment on an invoice in my account but I can see it in Xero?
How Do I Sync Invoices & Payments to Xero?
Xero users - Why do invoices sometimes have no trash can/delete icon?
Non Accounting Entry (NAE)
Who receives the system subscription notifications and invoice/receipt emails?
How Do I Download a Copy of My Subscription Invoice?
How To Activate My Account (Video)
What to do if I set up a new user and they did not receive a login email?
How Do I Reset My Password? (Video)
Browsers and Internet Speed
How Do I Clear My Cache?
How Do I Delete a User?
Using Support and Training?
What to do if I receive two inquiries from the same person about the same date/event?
What is the best way to export a list of contact email addresses?
How to Copy and Paste from Microsoft Word into Emails, Worksheets and SmartDocs
How to align text in tables.
How do I add a table to a SmartDoc/Worksheet or Email Template?
I have created a duplicate Company or Contact in error.
What does it mean if I see a "Transaction Failed" notification when processing a payment?
How to Mass Delete Records
Formatting/Centering text in an Email, Worksheet or SmartDoc?
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Data Security
How to copy text from Microsoft Word to BriteBiz?
Calendar Improvements
Google & Microsoft SSO