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Category : Account Settings

Free For Non-profit

Web Suite Pro offers a FREE plan to non-profit, charitable organizations. This offer applies to a single plan per non-profit organizations. Addon and/or upgrades are not eligible for any discounts. New Users You will first need to fill out and submit the form athttps://websuitepro.com/signup/ to sign up for service with us. Please send proof of your tax-exempt status

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How do I manage group and group chat?

In the clients section, click [Manage Groups]. Once you have found the group that you are looking for, Click on it and it will take you to to the groups dashboard Once there you can manage the group, as well as have a group chat by posting notes.  

How do I export list of contacts?

On the top of the main screen click the [account?] button On the drop down menu click the [Export data] On the screen that appears you can choose what type of contact will be exported and you may choose the exact information about the contact that is going to exported Once you have clicked the

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How do I import list of contacts?

On the top of the main screen click the [account?] button On the drop down menu click the [import data] It will then prompt you to choose either a product or contact The next window allows you to find the file that you would like to import, with options of altering import data, consolidate data,

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How do I import list of products?

On the top of the main screen click the [account?] button On the drop down menu click the [import data] It will then prompt you to choose either a product or contact The next window allows you to find the file that you would like to import, with options of altering import data, consolidate data,

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How do I connect my Authorize.net payment gateway to Web Suite Pro?

On the top of the main screen click the [account?] button From the drop down menu you are going to select [payment getaways] In the middle of this page Authorize.net should be listed, you may enter the information that the application requires Once information is entered make sure to save so that it may update

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