Frequently Asked Questions
Some notes about the Award-winning CallPlease Interface
What’s new? In addition to enhanced performance and greater speed, CallPlease 2.0 offers new features and benefits that help you - and your business - more productively manage your calls and messages.
- New download and archiving features make staffing changes easier to manage
- iOS & Android platform updates improve performance and speed
- Enhanced (deep) search easily locates calls and messages
- Tags organize calls and messages by project, just like folders
- Shared call logs: now any size group or team can share all calls and info; 1) Interactive: all calls and info are shared with everyone in a team, client or project; great when people collaborate on the same calls; 2) Queue: call requests are logged and then assigned to, or chosen by, group or team members; great for help desks, sales inquiries, service businesses, etc.
- Recurring calls set up call reminders for recurring calls and events, same as calendaring
What’s new in the mobile app?
- Slide-out drawer provides easy access to multiple call logs and tags
- Drop-down menu filters calls by status
- Breadcrumbs tell you what calls you are viewing
- Bolded names indicate when a call is new or updated
- Gray background prompts a need for action
- Easier to add & make new calls
What’s new in the Web app?
- Calls are organized by category with easy-to-access tabs
- Slide-out drawer provides easy access to multiple call logs and tags
- Icons list the actions available for that call
- Pop-up menus offer access to organization and personalization pages
CallPlease, Call Logs, Phone Sheets and the why people love CallPlease
What’s a short description of what CallPlease does? CallPlease is a cloud-based call log. It can be used with any number and any combination of people to track, manage and sync calls, phone messages, and other communications. The mobile apps make it very easy for the team to stay in sync regardless of location.
Who can see call logs? Each personal call log is private and only available to the individual and their support staff. If you are assigned to work on a call log (as an executive’s assistant or receptionist, for example), then you can see the call log of that person. If you are assigned to a shared call log, anyone on that log can see all calls and messages.
I have an assistant who manages my calls. Why would I need to use CallPlease? CallPlease is a cloud-based call log that tracks, syncs and manages calls and messages for you and your assistant 24x7. With both Web and mobile apps, all information is tracked and synced whether you are in the office or across the pond. The real bonus is increased productivity and organization. Our customers tell us that they make better, more focused calls every day with CallPlease.
Does CallPlease sync in real time with my exec/assistant? With a shared team call log? With a receptionist and managers? Yes, CallPlease automatically syncs in real time, 24x7, with an executive and an assistant, with members of a shared call log, and among a receptionist and each manager.
Can I use the CallPlease mobile app offline? Yes. It automatically syncs when you are back online. The Web app only works when you are online.
How many people can CallPlease handle in one office? Unlimited. CallPlease can handle as many people as needed, both on individual call logs and shared call logs, in as many combinations as your business, firm, or department needs. Large offices may want to consider CallPlease Enterprise that adds department features as well as a long list of security enhancements.
Our office has a receptionist answering calls for several people. How can CallPlease help? As a cloud-based call log, CallPlease can manage, track and sync calls and phone messages for any number of people that a receptionist supports. Each employee’s call log is separate and private. The receptionist enters all calls, messages and information into individual logs via the CallPlease Web app, and that information automatically populates each person’s call log.
Can I export my calls to a PDF or Excel? Yes, you can download your calls as a PDF file or a CSV/Excel file using the PRINT icon on the Calls page.
To learn more about designing call logs to increase productivity and make better calls... Read this! There are lots of additional tips, tricks and tutorials at the CallPlease Learning center [learning.callplease.com]
CallPlease SHARED Call Logs
How many CallPlease call logs can one person use? Unlimited! One person might have several call logs, including 1) a personal call log, or a log shared with one or more assistants; 2) an interactive shared call log, where calls and message information for a project or client are shared with a team and 3) a queue shared call log, where incoming sales, service or other requests are assigned to individual employees and tracked. Learn more about potential uses at the CallPlease Learning Center
Interactive shared call logs: My team at work has trouble keeping up with a lot of fast-changing information around our project or client or team. How can CallPlease help? An interactive shared call log allows a group of people, or a team, to share a log of current calls, information and updates related to a specific project, client, team, etc. For example, a sales team can track evolving stages of each deal and/or client needs. Or in a law firm, a team of lawyers and researchers can be in-sync to prepare for an upcoming court date and see all info related to a trial. Learn more about potential uses at the CallPlease Learning Center The shared call log feature is included in every CallPlease subscription at no additional cost.
Queue shared call logs: My business, or department, gets requests for Sales, Service or Help, all day, every day. How can CallPlease help? A queue shared call log can assign and track sales, service or any requests. Everyone on the log sees all requests and who accepts which requests. Another way to think about this is as a “ticketing” system. The shared call log feature is included in every CallPlease subscription at no additional cost.
To learn more about designing call logs to increase productivity and make better calls... Read this!
What does "per seat" mean? Per seat is a subscription pricing plan. Each individual "seat", or person, pays an annual or monthly price, and receives all benefits and features of CallPlease. Each person with a seat can run CallPlease on as many devices as they wish - computers, iPhones, iPads, Android Smartphones and tablets.
Do multiple assistants mean multiple seats? Yes, each person who uses CallPlease pays for a “seat”.
What do I do if my credit card expires or is stolen? Log onto CallPlease, click on the GEAR icon and select PAYMENT to update your account with current credit card info.
What happens if I add/remove people during the billing period? When a user is added to the account, the credit card on file is charged a prorated amount for the remainder of the billing period. When a user is removed from the account, no refund is issued for the remainder of the billing period.
Do I get a notice before my credit card is charged? Yes. CallPlease will send you an email three days before your renewal is due.
Can I switch from monthly to annual billing? Yes. Log into CallPlease, click on the GEAR icon and select PAYMENT. At the bottom of the page is a button allowing you to switch billing cycles. The billing change will take effect on your next billing cycle. You can also change from Annual to Monthly billing this way.
Do you accept credit cards from other countries? We accept Visa, MasterCard, Discover and American Express, issued from any valid bank in any country. All charges are in US currency.
Do you give refunds? Not at this time except under certain circumstances. Contact our billing department for help or requests.
Managing My Account
How do I reset my password? On the Web, go to CallPlease, click on LOG IN, select FORGOT PASSWORD, and then enter your email address. You will receive an email that includes a link so you can reset your password. From the Mobile app, tap on FORGOT PASSWORD on the LOG IN page.
I try to sign in but I get an error that my account is not active. On the Web, go to CallPlease, click on LOG IN and then select CHECK MY ACCOUNT. Enter your email address and you will receive an email showing the status of your account.
Can people share the same email to log in? No. Your email, along with your password, guarantee the privacy of your individual CallPlease log. If you try to use the same account, the other person already logged in gets kicked out.
My company already uses CallPlease. How do I get an account? Contact your company’s CallPlease account administrator.
I set up an account but I can’t see anyone else in my company. It’s possible you set up your own account instead of working with your company’s CallPlease account administrator. Have your account administrator check on your status and they will work with CallPlease support to resolve the situation.
What does the CallPlease account administrator do? For your company, firm, business, or department, your CallPlease account administrator manages access for every CallPlease user, as well as payment, privacy, and permissions. S/he can also set up your team or business on a shared call log. This means you might have both an individual call log and a shared call log with your team.
What happens if my service is not working late at night? Who do I call? CallPlease supports standard business hours 9-5 Eastern time. We are working on expanding these hours. If you have questions, go to CallPlease Support and someone will get back to you as soon as possible.
Does this work globally? Can I use CallPlease traveling around the world? CallPlease does work globally. However it may not sync as quickly or reliably in certain parts of the globe where server connectivity and support are not as robust. CallPlease is rolling out increased global support over time. Please contact us at CallPlease Support if you have a specific question or issue about using CallPlease outside of the US.
How secure is CallPlease? Very secure. CallPlease is built on an enterprise security class foundation using world class encryption and monitoring techniques. CallPlease enterprise security has been approved by organizations with extraordinary security requirements.
Is my information safe? Very safe. See above answer to “How secure is CallPlease?” We take the security and privacy of your information and contacts very seriously.
Do you have access to my call information? No. It is encrypted and stored offsite.
Where is my credit card information stored? At the credit card service company, not at CallPlease.
What extra security measures are available to big companies? Enterprise security features include domain registration restriction, multi-factor authentication, isolated data and more.
What happens if I lose my phone or tablet? Immediately contact your company’s CallPlease administrator, who can remotely wipe all CallPlease data from your phone. If you are an individual CallPlease subscriber, go to CallPlease Support and request this to be done for you.