What will users see in our banking app?
If you have Contact Methods set up, users will see up to three options for getting in touch, based on what you've configured in your admin account.
Don't want users to get in touch? You can hide these contact options by disabling each option in the settings outlined below
How to update your settings
Log in to your staging or production Admin Dashboard
Navigate to Settings > Contact Methods.
Add the correct contact information for the methods you want to set up
Enter the required details (email, meeting link, phone number)
Toggle the status to enable or disable each option.
Save Changes: Ensure you save after making updates.
Three contact methods to choose from
1. Email
Let users send inquiries directly to a team or individual email address.
Email Address: Enter the email address where inquiries should go. Example:
[email protected]Status: Toggle between Enabled or Disabled to display for users.
2. Meeting Link
Allow homeowners to schedule virtual or in-branch meetings.
Meeting Link: Add your scheduling URL (e.g.,
https://schedule.example.com/).Status: Toggle between Enabled or Disabled to display for users.
3. Phone Number
Provide a direct phone number for users to call.
Phone Number: Input your team's contact number (e.g.,
1-800-123-4567).Status: Toggle between Enabled or Disabled to display for users.
This configuration makes it easy for homeowners to connect with your team using their preferred method, improving engagement and conversion rates.