Help Center & FAQ

Account approvals are typically processed within 24-48 hours. Admin will review your license information and approve qualified agents.

You get full access to all features during the trial period (14-30 days depending on your plan). You won't be charged until the trial ends. Cancel anytime before the trial expires to avoid charges.

We accept all major credit cards (Visa, MasterCard, American Express, Discover) through our secure payment processor, Stripe.

To cancel your subscription:

1. Go to Billing in your dashboard
2. Click "Cancel Subscription"
3. Choose to cancel immediately or at period end
4. Confirm cancellation

You'll continue to have access until the end of your billing period.

Yes! You can upgrade or downgrade your plan anytime from the Billing page. Changes are prorated, and you'll only pay the difference.

We do not offer refunds for partial months or unused portions of subscriptions. However, you can cancel anytime to prevent future charges.

From your dashboard:

1. Click "Clients" in the sidebar
2. Click "Add Client" button
3. Fill in client information
4. Save to earn +10 progress points!

Progress points track your activity:

• Add Client: +10 points
• Complete Appointment: +15 points
• Contact Renewal: +5 points
• Close Renewal: +20 points
• Add Seminar Lead: +10 points

View your progress in the Progress Dashboard.

Go to Appointments → Add Appointment, select a client, set date/time, and save. You'll receive a reminder email 1 day before the appointment.

Click "Forgot Password" on the login page, enter your email, and follow the instructions in the reset email we send you.

Common reasons for payment failure:

• Insufficient funds
• Expired card
• Incorrect billing information

Update your payment method in Billing → Update Payment Method. Contact your bank if issues persist.

Email us at: support@fieldagentcrm.com

We typically respond within 24 hours during business days.