Communication & insights

Personal support right in the dashboard

Ask your question in the "Help" tab: pick an area, a prepared question or your own text – the answer arrives in the same conversation.

Video coming soonA short explainer video for this guide will appear here soon.

Goal

Plexbook received your question and you find the answer in the dashboard under "Help".

What you need

  • Active member of your organization (admin or trainer)

Step by step

  1. In the dashboard open Help (at the bottom of the sidebar, on the phone under More).

  2. Click New request and choose the Area, for example Payments & Stripe.

  3. Pick a Prepared question or write freely. You can always adjust subject and message.

  4. Click Send request. We answer in the same conversation; you also get an email with a link to the answer.

  5. The number next to Help shows new answers. Once everything is clear click Mark as done – a new message reopens the request.

Tips

  • Every active team member of your organization sees your requests – nothing gets lost when someone is away.
  • Please never send passwords or complete bank details.
  • Many answers are right here in the help center.

Menu names adapt to your industry – instead of "Courses" you may see "Classes" or "Services".

All help topics
Personal support right in the dashboard | Plexbook