CoverageBook.com

Gary Preston

David Whitner

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?

Stefan Testka

Edit your password and manage your team in our settings menu

User and team settings

Guides & Tutorials

Find answers and get help from Intercom Support and Community Experts

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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.