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Account Management

Managing your account settings, billing, and how to enable agency features.


Tags

Tags are useful to categorize your calls and messages to support your business workflow and reporting needs. Each company in your account has its own set of tags that can be used for tagging ...

Updating Your Credit Card

If you need to update your credit card on file with us, follow the instructions below. Access Billing For your Account Go to the Billing settings for your account where you'll find a link ...

Cancel Account Trial

If you're in your first 30 days of your account and you would like to cancel your account, you must send us and email to help@calltracker.io. Please provide you the email address of the ...

Enabling the Agency Edition

If you're an Agency or just simply want to use your Call Tracker account for multiple companies, you can enable the agency edition. With the Agency Edition enabled, you'll be able to customize your ...

Customize Your Call Tracker Account

Call Tracker is a white label application that can be rebranded to look like your own product. You can integrate it with other systems and customize the application itself with your own domain and ...

Custom Domain DNS Instructions

In order to use a custom domain with your Call Tracker account, you'll need to create a new DNS record to point to our platform. Add your Domain to your Account's Branding Settings Add ...

Adding Another Company to Your Account

As account admin, If you have the agency edition enabled, you'll be able to add unlimited number of companies to your account. Adding a New Company To add a new company, follow the "Add ...

An Overview of Call Tracker Billing

Our billing is a straight forward pay as you go model wherein you pay for what you use. Terminology Tracker - the object that has tracking settings associated with it as well as dynamic ...

Custom From Email

By default, all notifications are sent from noreply@calltracker.io which may be undesirable when white labeling our service. In the Account Branding settings, it is possible to set a "Custom From Email" address for notifications ...

Account Usage Tracking Overview

We track detailed usage for each company in your account which can be referenced after an invoice has been created for a billing period. Accessing your Account Usage For each invoice period, we track ...