FAQs
Frequently Asked Questions
- Billing Information
- Forgot Password
- How to Clone a Plan
- How to Create a Blank Plan
- How to Delete a Plan
- How to Invite a Team Member to join the Organization
- How to Rename a Plan
- How to access older plans (active vs. inactive plans)
- Login Errors
- Requesting Features or Reporting Problems
- What is a tax ID and why does Causey need it?
- What to do if two members have the same initials?
- Why is my metric not displaying on my plan?
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