Help Center
Short, practical answers — one question at a time.
People
- Adding your first contactsHow to add people to your People list by hand — names, emails, phones, addresses — and what each contact can hold, including opportunities and notes.
- Understanding contact labelsWhat the Customer, Prospect, and Subscriber badges mean, how each is set automatically, and the Wholesale/Supplier labels you add by hand.
Media
Products
- Creating your first productHow to start a product from just a name, what the step-by-step wizard covers, and how a draft becomes an active, ready-to-sell product.
- Publishing a product to SquareWhat gets sent to Square when you publish a product, why the optional warnings don't block you, and why edits need a re-publish.
- What the image warnings meanThe difference between blocking issues and optional warnings on the listing checklist, what each check is looking for, and how to clear one.
Channels
Your account & team
- Connect Claude or ChatGPT to your businessHow to connect an AI assistant to Business Ops so you can look up people and opportunities — and add contacts and notes — just by asking. Step-by-step for Claude and ChatGPT.
- Deleting your accountWhat deleting your account removes, how to export your data first, the 7-day recovery window, and how pausing differs from deleting.
- Inviting a team memberHow to invite a teammate to your workspace, the difference between Admin and Member, and how seats work with your plan.