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RESOURCES

Help Center

Step-by-step guides for every module, from first setup to team configuration.

Open Help Center →Talk to Us
WHAT IT ISThe Upward Help Center and in-app guides walk through each module with what to prepare, numbered steps, what you should see, troubleshooting and FAQs. Guides exist for Calendar and Meetings, Email, SMS, Integrations, the CRM sections, Team Calendar, Videos, Files, Reviews, Recent Work, MySites, Tracked Links, Brand Kit, Connect a Domain and company settings.

Personal setup

Guides for the modules every member sets up first.

  • Calendar and Meetings: availability, meeting types, form fields, sharing and testing
  • Email: connect a mailbox, signature, test send
  • SMS: activate a number, add credit or use your own Twilio, test text
  • Integrations: Google, Outlook and Apple calendars, sync checks

CRM

Guides for each section of the CRM.

  • Calendar, Pipeline, Leads, Contacts and Companies
  • Import files with the example sheet
  • Notes and Reminders, Settings and the SMS Center

Content and sharing

Guides for the modules that put your work in front of people.

  • Videos and Vutesa Record
  • Files, Reviews and Recent Work
  • MySites, Socializer and Tracked Links

Company administration

Guides for owners and admins.

  • Company Settings, Bio / Profile Settings, Member Pricing, Join Page
  • White Label, Brand Kit and Connect a Domain
  • APIs and Merchant Account

Every guide has the same shape

Before you start, steps with what to click, the result you should see, troubleshooting and FAQs.

  • Opening a guide changes nothing
  • Private data cautions are noted
  • Mark complete records progress only

Frequently asked questions

Where are the guides?

In the Help Center and from the help button inside each module.

Do guides change my settings?

No. Opening a guide changes nothing.

What if a step does not match what I see?

Check the troubleshooting list in the guide, or ask Vutesa or support.

Can I get a person to walk me through it?

Yes. White-glove onboarding and training are included at no charge.

Is there a guide for my team?

Yes. The company administration guides cover setup for owners and admins.

Related

Resources

Straight answers, step-by-step guides and real people, for every part of Upward.

Answers

Short, clear explanations of the ideas behind connected business growth.

Video Tutorials

Watch how to set up and use Upward.

Contact

Questions about plans, enterprise rollout, integrations or partnerships? Talk to a person.

Have a question about Help Center?

Ask Vutesa, Upward's AI assistant — answers draw on this page's content.

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