HelpFor managers
For managers
A manager runs the day-to-day with the owner: leads, appointments, sales agents and the call center.
What you can do
- See every lead and appointment, and work Needs a human.
- Add and edit sales agents: services, area, hours, visit length and travel time.
- Add call-center logins, send them a new sign-in link, or remove them.
- Edit services, questions and the words that match each service on Services & AI.
Only the owner can
- Manage other managers’ and owners’ logins.
- Remove a sales agent’s login when someone leaves.
- Billing and the plan.
Emails you get
New bookings, leads waiting in Needs a human, a lead source that went quiet, and billing notices.
Related guides
Stuck? Use the chat bubble at the bottom right, email team@hellosetter.com, or open a ticket from Support in your dashboard.