No. Credit or debit card details are not required to signup or during your trial period.
You will only need to add credit or debit card details when you decide that you would
like to continue past the trial period, once credit card details have a been added an
invoice will be generated the following day for the next period.
If you don’t wish to continue after your trial period, simply do not add any card details.
To stop any further emails relating to your trial period, you can cancel any active subscriptions
from within your administration area.
Throughout the solution, there is help documentation and video user guides which provide
guidance on how to use the solution. To access the help content the user simply clicks on
the question mark icon located in the top right-hand corner which will automatically display
any available help content relative to where they are in the solution.
Yes, from the manage subscription section within your administration area you can select
an existing subscription and choose to upgrade or downgrade the package for the product.
If upgrading any additional pro-rota costs will invoice the following day.
Our preferred payment method is by debit or credit card, however,
we if you have a different preferred method we will be happy to review and try and accommodate where possible,
contact us discuss further.
No, Cotillo has been created so that you can add users without needing an email address.
You will need to generate them a temporary password after creating each account
which they will then be promoted to change when they next log in.
Setup time can vary depending on how many users you have and which packages you have opted for.
We’ve tried to make the processing in getting set up as easy as possible and include a setup
checklist in the administrator’s areas that you will see when you first log in. Some section
may require configuration before they can be used for example to use the holiday sections you
will need to firstly add the different holiday type for requests to be processed.
Yes, from within your administration area you can add new subscriptions for additional products,
you can also create a new subscription for the same product on a different package.
For example, you could have 10 users on communications basic and 5 users on a communication premium package.
Yes, you can choose to either up the number of users accounts on your subscription as and when they are,
or you can enable the ‘auto increment user’ option on the subscription so that as new users are assigned
to packages if need the user count will increment.
Once you have signed up you can assign a role to another user account giving them access to the
administrator area (you may want to disable any sections that you don’t want them to have access to).
When they next login they will be able to navigate the administrator area to set up new user account
and make configuration changes.
Yes, it is possible to pay annually however we would need to make some manual adjustments
to our system to allow this for your account, contact us to discuss further.
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