FAQs from our community
Answers to frequently asked questions when using Aligned.
Why isn’t my Google Slides upload working?
Do my prospects/customers need to login?
How many emails will customers or prospects receive, and can I control them?
What email will my customer get when I share my room?
What is the purpose of a separate 'plan' tab
How long does the onboarding process of Aligned take?
Does Aligned provide a free trial?
What’s the difference between the Plan section and the Process overview?
What’s the difference between Plans and Timelines
What are the different user types and their permission levels? Do you charge them the same way?
How can I assign tasks to customers or prospects, and does the Room need to be shared first?
What level of security do you offer?
Who can I add as a team member in my account?
How do I see what my customer will see?