Sideline Pro

Getting Started

• What is Sideline Pro?
• Sideline Standard vs. Sideline Pro
• How do I sign up for Sideline Pro?
• Sideline Pro Pricing
• How to use Auto-Reply for calls and texts in Sideline Pro

Pro Settings

• How to Set Business Hours in Your Business Profile
• Editing your Business Profile
• How to Enable 'Do Not Disturb' for Sideline Pro

Pro FAQs

• Can I downgrade from Pro anytime?
• What are the limitations with Sideline Pro?
• Will I lose my contacts if I downgrade or cancel Pro?
• Why am I receiving the "Reopen Sideline" notification?
• Is Sideline Pro compatible with Sideline Web?
• Do Sideline Pro contacts sync to Sideline Web?

Managing your Subscription

• How to switch from Sideline Pro to a Standard plan
• How do I change my Enterprise account to Sideline Pro?

Troubleshooting Sideline Pro

• (Pro) Why are my phone contacts not displayed in Sideline?
• Why is the Contact Panel not populating after a call?

Team Number and Sideline Pro

• Why can't I use Sideline Pro with my Team Number account?
• How do I change my Team Number account to Sideline Pro?

Broadcast

• Compliance for Broadcast messages
• How to set up, edit and send Broadcast messages
• Broadcast FAQs

Contacts

• How do Sideline Pro Contacts work?
• How to create, edit, delete and import contacts in Sideline Pro
• How to import contacts to Sideline Pro
• Exporting Contacts from Sideline Pro
• How to add numbers to an existing contact
• Do Sideline Pro contacts sync to my iOS address book and vice versa?

See all 9 articles

Contact Panel

• What is the Contact Panel?
• How to populate & dismiss the Contact Panel
• How to add/approve the contact name in the Contact Panel

Reminders

• What are Reminders?
• Setting up & using Reminders
• Can I add or remove a synced calendar?
• Can I use my Google calendar with Reminders?
• Unable to link calendar during Reminders set up
• How do I know if a customer confirmed my Reminder?

See all 7 articles

Shortcuts

• Using Shortcuts to Send Business Review Requests
• What are Shortcuts?
• How to use Shortcuts
• How to set up, create, edit and delete Shortcuts

Number ID

• (Pro) What is the Number ID feature?
• How does Sideline suggest a name based on an unknown phone number?

Notes

• How Notes work with Sideline Pro
• How do I add a Note to a Contact?