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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

  1. See every lead and appointment, and work Needs a human.
  2. Add and edit sales agents: services, area, hours, visit length and travel time.
  3. Add call-center logins, send them a new sign-in link, or remove them.
  4. Edit services, questions and the words that match each service on Services & AI.

Only the owner can

  1. Manage other managers’ and owners’ logins.
  2. Remove a sales agent’s login when someone leaves.
  3. 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

Getting startedWorking Needs a human

Stuck? Use the chat bubble at the bottom right, email team@hellosetter.com, or open a ticket from Support in your dashboard.