Confirm the symptom
Record what happened, what you expected, the device, and the last change before attempting a fix.
FIX
Fix the problem that is slowing your work down.
Plain-language troubleshooting for booking, reminders, payments, imports, exports, permissions, and mobile apps.
Protect the data
Export or back up customer and payment information before resetting, disconnecting, or reinstalling a tool.
Use the smallest fix
Change one thing at a time so you can confirm what solved the problem and avoid creating a second issue.
Check account-wide causes
Before changing every device, check the provider’s status page, billing status, permissions, plan limits, and recent account changes.
Capture useful evidence
Save the exact error, time, affected customer or job, browser or app version, and steps that reproduce the problem.
Escalate clearly
When contacting support, describe the business impact, what you already tried, and the result you need. Never send passwords or full payment credentials.