> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# General FAQs

# General FAQs

Answers to the most common questions about SWELLEnterprise.

## Account & Access

### How do I create an account?

1. Go to the registration page
2. Enter your email and password
3. Complete email verification
4. Complete onboarding
5. Start using SWELLEnterprise

### Can I have multiple accounts?

Yes, you can create multiple accounts with different email addresses. Each account is separate.

### How do I reset my password?

1. Go to login page
2. Click "Forgot Password"
3. Enter your email
4. Check email for reset link
5. Click link and set new password

### What is a tenant?

A tenant is your organization/company account. Each tenant has its own data, users, and settings. You can belong to multiple tenants.

## Trial & Subscription

### How long is the trial?

The trial period is typically **14 days** with full access to all features.

### What happens after trial?

After trial, you're moved to the **Free plan** (1 module, 1 user) unless you upgrade to a paid plan.

### Can I extend my trial?

Trial extensions may be available. Contact support to inquire.

### How do I upgrade?

1. Go to **Settings** → **Billing**
2. Click **"Upgrade"** or **"Change Plan"**
3. Select plan
4. Enter payment information
5. Confirm upgrade

### What payment methods are accepted?

We accept credit cards via Stripe. Major cards accepted (Visa, Mastercard, American Express, etc.).

## Modules & Features

### What modules are available?

Available modules include:
- CRM (Contacts, Companies, Leads)
- Scheduling (Appointments, Booking)
- Finance (Invoices, Payments, Products)
- Projects (Project & Task Management)
- Email (Email Client, Marketing)
- Proposals & Contracts
- Calendar
- Chat/Communication
- Files
- HR
- Marketing
- Workflows
- Templates
- AI Insights
- Marketplace

### How do I activate a module?

1. Go to **Settings** → **Modules** (or Admin → Modules)
2. Find module
3. Toggle switch to activate
4. Module appears in sidebar

### Can I deactivate a module?

Yes, you can deactivate modules anytime. Deactivating hides the module but doesn't delete data. You can reactivate later.

### Are all modules included in my plan?

Module availability depends on your subscription plan. During trial, all modules are typically active. Check your plan details for included modules.

## Data & Import

### Can I import my existing data?

Yes, you can import:
- Contacts (CSV, Excel)
- Companies (CSV, Excel)
- Products (CSV, Excel)
- Limited invoice data

Go to the module → **"Import"** button.

### Can I export my data?

Yes, you can export data from most modules:
1. Go to module
2. Apply filters if needed
3. Click **"Export"**
4. Choose format (CSV, Excel)
5. Download

### What happens to my data if I cancel?

Your data is retained for a period (typically 30-90 days) after cancellation. You can export your data before cancelling.

### Can I delete all my data?

Yes, you can delete records individually or in bulk. For complete data deletion, contact support.

## Technical

### What browsers are supported?

- **Chrome**: Latest version (recommended)
- **Firefox**: Latest version
- **Safari**: Latest version
- **Edge**: Latest version

### Do you have a mobile app?

Currently, SWELLEnterprise is web-based and works on mobile browsers. A native mobile app may be available in the future.

### Can I use SWELL offline?

No, SWELLEnterprise requires an internet connection to function.

### How do I report a bug?

1. Use the in-app support chat (Crisp)
2. Email support
3. Include:
   - What you were doing
   - What happened
   - Error messages
   - Screenshots if possible

## Integrations

### What integrations are available?

- **Stripe**: Payment processing
- **Google Calendar**: Calendar sync
- **Microsoft Outlook**: Calendar sync
- **Mailgun**: Email delivery
- **Crisp**: Support chat
- **Plaid**: Bank connections (if available)
- **OpenAI**: AI features

### How do I connect my calendar?

1. Go to **Scheduling** → **Settings** → **Calendar Connections**
2. Click **"Connect"** for your calendar provider
3. Authorize the connection
4. Configure sync settings
5. Save

See [Calendar Connections](./modules/scheduling/calendar-connections.md) for details.

### How do I set up Stripe?

1. Create Stripe account
2. Get API keys from Stripe dashboard
3. Go to **Settings** → **Integrations** → **Stripe**
4. Enter API keys
5. Test connection
6. Save

## Support

### How do I get help?

- **Documentation**: Browse this knowledge base
- **In-App Chat**: Use Crisp chat (bottom right)
- **Email Support**: Contact support email
- **FAQs**: Check these FAQs first

### What are your support hours?

Support hours vary by plan. Check your plan details or contact support for current hours.

### Do you offer training?

Training resources include:
- This documentation
- Sample data for learning
- Support chat for questions
- Video tutorials (if available)

## Security

### Is my data secure?

Yes, SWELLEnterprise uses:
- **Encryption**: Data encrypted in transit and at rest
- **Secure Infrastructure**: Hosted on secure servers
- **Regular Backups**: Data backed up regularly
- **Access Controls**: Role-based permissions

### Who can see my data?

Only users you invite to your tenant can see your data. Data is isolated per tenant for security.

### Can I enable two-factor authentication?

2FA may be available depending on your plan. Check **Settings** → **Security** for 2FA options.

## Still Have Questions?

- **Browse Documentation**: Check other articles
- **Contact Support**: Use in-app chat or email
- **Check Error Messages**: See [Error Messages](./troubleshooting/error-messages.md)
