Endear

Learn how to move an existing contact method & all of its existing conversations to a different team

How do I move an email address or phone number to a different team?

How to install the Endear app

Angela Lynch

Jinesh Shah

Learn how to set up and manage your account

Settings & Admin

How to add your company's branding to your Stories

How do I add my company's branding?

Where is my customer data?

View your current subscription on your Billing page

How do I see my current subscription?

As an Admin, you can update your billing info at any time

How do I update my billing info?

How do I cancel my subscription?

View past invoices from your Billing Settings page

How do I view past invoices?

Change notifications for Messaging, Tasks, and Customers in the Notifications Settings page

How do I change which notifications I receive?

Endear offers a variety of notifications for each of its modules

What notifications does Endear offer?

Learn how to set up Stories for your team

What are Story default settings and how do I use them?

How to adjust your subscription when using Shopify

I've reached my Shopify spending limit, what do I do?

Where can I find Endear's Terms of Service?

Upgrade or downgrade your subscription plan at any time.

How do I change my subscription plan?

Change the details related to any single team from the Teams settings [Admin only]

How do I adjust my team settings?

If you work for two different brands using Endear, you can easily switch between the two at any time.

How do I switch between brands?

When a newer version of the app is available, a prompt on your screen will offer to update. However, you can also manually update your app.

How do I update my app?

Steps to take if you or one of your users forget their password or if you want to change your password

How do I change or reset my password?

Setting up your account & billing

Add an e-mail contact method from within Endear

Setting up an e-mail using Endear's domain

How do I set up an SMS number?

Enable or disable your teams' contact methods

How do I enable and disable emails and phone numbers in Endear?

Learn how to add a custom domain for a more branded email experience

Setting up your own custom domain

Learn what is required for users to start sending messages

How can users start sending messages?

Learn how the difference between Endear's domain or your own for sending email.

How to set up email in Endear

Setting up Messaging

How to set users without using personal or individual email addresses

How do I invite users without a corporate email?

Need to add an associate to more than one team?

How to add a user to multiple teams

How do I re-invite a user?

How do usernames work?

Make sure the right locations are connected to your teams so they can properly filter their data.

How do I assign the right locations to my teams?

Learn how to add additional teams to your Endear account

How do I add a new team?

How do I invite additional users?

Learn the different permissions of each user based on their user role

What is the difference between Admin, Manager, and User?

Learn how to change a user's role to an admin, manager, or user

How do I change a user's role?

How do I disable a user?

Learn who the admins are on your Endear account

Is there a way to know who is an Admin?

Users, Roles & Permissions

All your customer's contact info, order history, and tags will be imported

What customer data is synced over from Shopify?

Customers added in Shopify will appear in Endear almost instantly

How long does it take for a new customer in Shopify to appear in Endear?