Portal, billing and account

Navigating the portal, logins, invoices, payment, billing cycle, HIPAA, extra numbers, and leaving.

8 articles

Navigating the portal
The pages on the sidebar, where the common tasks live, and the Save button on every page.
Portal logins and what each can see
The login types, feature groups, limiting a login to certain calls, and recordings access.
Understanding your invoice
The two seat lines that add up to $29.95, add-ons, usage, and taxes.
Paying, updating your card, and statements
The Billing page, pay links, the card-update link, ACH, and statements.
Billing cycle, reminders, and terms
The 1st of the month, automated or check terms, and what happens when a payment is late.
HIPAA and the BAA
Accepting the agreement, what it covers, and the channels it never covers.
Extra numbers, caller ID, and international calls
What a number costs, the caller ID name, calling out on a second number, and calling abroad.
Leaving, downsizing, or closing a location
Dropping seats, taking your numbers with you, and closing an account.

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