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

• How do I save a contact to my iPhone?
• Can I downgrade from Pro anytime?
• What are the limitations with Sideline Pro?
• Will I lose my contacts if I downgrade or cancel Pro?
• Is Sideline Pro compatible with Sideline Web?
• Do Sideline Pro contacts sync to Sideline Web?

Managing your Subscription

• What is Index?
• How do I cancel my Sideline Pro account?
• How to downgrade Pro to a Standard plan
• How do I upgrade my Enterprise account to Sideline Pro?

Troubleshooting Sideline Pro

• Why are my phone contacts missing in Sideline Pro?
• 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 upgrade my Team Number account to Sideline Pro?

Broadcast

• What is Broadcast?
• Compliance for Broadcast messages
• How to create, send, & manage your Broadcasts
• Broadcast FAQs

Contacts

• How do Sideline Pro Contacts work?
• How to import & manage Pro contacts
• How to use tags to organize Pro contacts
• How to import contacts to Sideline Pro
• Exporting Contacts from Sideline Pro
• How to add numbers to an existing contact

See all 10 articles

Contact Panel

• What is the Contact Panel?
• How to open & 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

Templates

• Using Templates to Request a Business Review
• What are Templates?
• How to send Templates
• How to set up & manage Templates

Number ID

• 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?