Getting Started
Welcome to Canopy Connect; we're happy to have you!
We want to set you up for success so we offer drop in Onboarding sessions every Monday - Thursday at 1 PM PST/4 PM EST and Tuesdays & Thursdays at 7 AM PST/10 AM EST.
If you're unable to make those, here's a video from Casey that walks you through what's covered in those drop in Onboarding sessions.
Support and Resources
We don't want to leave you hanging, so Canopy Connect offers more options beyond onboarding to learn about how to use Canopy Connect.
In-App Guide
Let our in-app guide show you around the various features and functionality of Canopy Connect.
Browse our help center to view more detailed instructions and how-to's.
Live Support
Click the chat icon in Canopy Connect to get help from our support team, directly from the dashboard or by emailing [email protected]. We're here for you!
Learn practical tips and techniques that Canopy Connect power users are sharing. Find it in the Resources section on our website and in the app.
Share your success stories and tips with your fellow Canopy Connect users in this interactive group.
Instructional how to video for your Prospects
We want to make it simple for you to sell how easy using your Canopy Connect link can be to your prospects! Here's a quick explainer video going over how to use the link from the consumer standpoint. Feel free to share it with prospects, embed it on your website, or even send it to clients along with your link.
Useful Help Articles
Below are links to some of the most common situations you may have a question about as you get familiar with Canopy Connect. You can find the below articles and much more here in our Help Center.
Support Contact Information
When you need a little extra help, you can reach out to our Support team via live chat by clicking the Help Icon on your dashboard.
Support can also be reached by email at [email protected]. We do not currently have a phone support line.