Messages Not Sending

If an email or SMS message fails, check the customer has a valid email address or phone number, and that Twilio is connected for SMS. The communication log shows whether a message was sent.

Payment Issues

If a customer cannot pay online, confirm Stripe is connected and online invoice payments are enabled in your financial settings.

Accounting or Calendar Sync

If accounting or calendar data is not syncing, open the integration to check its connection status and any error, then reconnect if the connection has expired. See "Managing Connected Integrations".

Permissions

If someone cannot access a page or button, check their role includes the required permission. An administrator can adjust roles. See "Permissions and Access Control".

File Uploads

If a file will not upload, check its type and size, and that you have storage remaining on your plan.