How can we help?
We're here to help you get the most out of ConsultBase.
Email Support
Send us an email and we'll get back to you within 24 hours on business days.
support@myconsultbase.comResponse Times
We aim to respond to all inquiries promptly:
- • Starter plan: Within 48 hours
- • Pro plan: Within 24 hours (priority)
- • Firm plan: Within 12 hours (dedicated)
Frequently Asked Questions
How do I connect my Google Calendar?▾
Go to Calendar in the sidebar, then click the Settings or Integrations section. Click 'Connect Google Calendar' and authorize the connection. Your events will sync bidirectionally.
How do I connect Zoom for video meetings?▾
Navigate to Calendar → Bookings → Integrations. Click 'Connect Zoom' and authorize the app. Once connected, any session type set to 'Video Call' will automatically generate Zoom meeting links when clients book.
How do I set up my client portal?▾
Go to Settings → Portal Branding. Claim your portal URL, upload your logo, and customize your colors. Your portal will be live at myconsultbase.com/your-slug.
How do I create and send an invoice?▾
Go to Invoicing → Create Invoice. Select a client, add line items, and click Send. The client will receive an email with a link to view and pay the invoice through their portal.
How do I cancel my subscription?▾
Go to Settings → Billing → Manage Subscription. You can change your plan or cancel anytime. Your data is preserved if you decide to come back.
Is my data secure?▾
Yes. ConsultBase uses Supabase (PostgreSQL) with encryption at rest, Row-Level Security policies, and TLS 1.2+ for all data in transit. OAuth tokens for integrations like Zoom and Google are encrypted and deleted immediately upon disconnection.
How do I disconnect an integration?▾
Go to Calendar → Settings. Click 'Disconnect' next to the integration you want to remove. All stored tokens and connection data are immediately deleted.
Looking for guides and best practices?
Visit our Resources hub for in-depth articles on running your consulting practice.
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