CoverageBook.com

David Whitner

Gary Preston

Will Oates

Help with any account admin, billing and pricing

Managing your account

sign up, subscribe, pay, bill, register, card, subscription

I’d like to sign up to a paid plan. How do I do it?

Teams, Enterprise, subscription, global account

Do you offer Enterprise plans?

billing, currency, USD, dollars, GBP, pounds sterling

What currency do you bill in?

charity, not for profit, discount, charities

Do you offer discounts to charities?

How to sign up and information on our plans and pricing options

Information about CoverageBook's pricing

email, address, change, update, billing, card, credit, debit, contact

How do I update my billing contact email or address?

Subscription, plan, switch, upgrade, downgrade, subscribe, invoice, annual, monthly, renewal

Can I switch to a different plan?

cancel subscription, cancel plan, close account, cancel account

How do I cancel my account?

Invoice, payment, billing, BACS, ACH, PO, Direct Debit, Enterprise, pay, sign up, subscribe

Can you invoice us?

yearly, annual, billing, renewal, over limit, warning

Are there any benefits in switching to annual billing?

suspend, cancel, pause, archive, subscription, cancel, quarter, year

Can I pause my subscription when I'm not using it?

Is there a minimum contract?

receipt, billing, invoice, paid, download, view

View and download past paid invoices and receipts

billing,card,payment,method,update,change,switch,portal

How do I update my billing card/payment method?

Everything you need to manage your subscription with CoverageBook

Billing and subscriptions

usage, clip limits, upgrade, downgrade, renew

What if my coverage usage needs change from month to month?

Does my monthly clip limit increase if I delete some coverage or a report?

limit, plan, over limit, upgrade, warning, locked out, clip, count, monthly, annual

How do plan limits work?

Do CoverageBook subscriptions include any copyright protections for images and user content?

upgrade, limit, coverage, blocked, locked, single, one, off, single, month

Can I upgrade for a single month?

Guidance on CoverageBook's different usage options on our plans

Account usage questions

logged out, login, blocked, sign in, shared login, team, access

I've been logged out of my account

Invite, new user, login, add, unable to begin trial, roles, permissions, admin, editor

How do I invite team members?

remove, revoke, delete, emails, teammates, revoke, access, editor, admin, billing user, roles

How do I remove team members?

How do I change my email address?

forgot password, reset password, lost password, login

How to request a password reset

sso, google, microsoft, email, sign, in, single, sign, on

Can I sign in with SSO?

Roles, permissions, team, admin, billing, editor, teammate, invite, remove

What roles can I assign for my team?

access, switch, login, multiple, more than one, workspace, account

Can I access more than one CoverageBook account?

2FA, two-factor, authenticate, SSO, MFA, enable, workspace, login, password, security, token, single sign on

Enable two-factor authentication (2FA) for your CoverageBook workspace

Stefan Testka

Edit your password and manage your team in our settings menu

User and team settings

Guides & Tutorials

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.