Canopy Connect

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 &amp; 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. 

We don't want to leave you hanging, so Canopy Connect offers more options beyond onboarding to learn about how to use Canopy Connect. 

- Let our in-app Guided Tour show you around the various features and functionality of Canopy Connect. You can find the in-app tour on the Submissions page. 


<a href="https://help.usecanopy.com/">Help Center and Documentation</a>

- Browse our help center to view more detailed instructions and how-to's.

- Click the chat icon in Canopy Connect to get help from our support team, directly from the dashboard or by emailing <a href="mailto:support@usecanopy.com" rel="nofollow noopener noreferrer" target="_blank">support@usecanopy.com</a>. We're here for you!

<a href="https://www.usecanopy.com/resources/webinars" rel="nofollow noopener noreferrer" target="_blank">Webinars, Videos, and More</a>

- 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.

<a href="https://www.facebook.com/groups/canopyconnectors" rel="nofollow noopener noreferrer" target="_blank">Canopy Connectors Facebook Group</a>

- Share your success stories and tips with your fellow Canopy Connect users in this interactive group.

- In-App Guide
 - Let our in-app Guided Tour show you around the various features and functionality of Canopy Connect. You can find the in-app tour on the Submissions page. 

- <a href="https://help.usecanopy.com/">Help Center and Documentation</a>
 - 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 <a href="mailto:support@usecanopy.com" rel="nofollow noopener noreferrer" target="_blank">support@usecanopy.com</a>. We're here for you!
- <a href="https://www.usecanopy.com/resources/webinars" rel="nofollow noopener noreferrer" target="_blank">Webinars, Videos, and More</a>
 - 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.
- <a href="https://www.facebook.com/groups/canopyconnectors" rel="nofollow noopener noreferrer" target="_blank">Canopy Connectors Facebook Group</a>
 - 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. 

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 <a href="https://help.usecanopy.com/en/">here</a> in our Help Center.

<a href="https://help.usecanopy.com/en/articles/8383338-customizing-your-links">Customizing your Link</a>

<a href="https://help.usecanopy.com/en/articles/8383339-sending-links-to-prospects">Sending Links to Prospects</a>

<a href="https://help.usecanopy.com/en/articles/8383341-add-edit-delete-users-on-your-team">Manage your Team</a>

<a href="https://help.usecanopy.com/en/articles/8383342-adding-canopy-connect-to-your-website">Add a widget to your website</a>

<a href="https://help.usecanopy.com/en/articles/8440639-how-do-i-setup-link-notifications">Setting up Link notifications</a>

<a href="https://help.usecanopy.com/en/articles/8500106-setting-up-prospect-reminder-emails">Prospect Reminder Emails</a>

- <a href="https://help.usecanopy.com/en/articles/8383338-customizing-your-links">Customizing your Link</a>
- <a href="https://help.usecanopy.com/en/articles/8383339-sending-links-to-prospects">Sending Links to Prospects</a>
- <a href="https://help.usecanopy.com/en/articles/8383341-add-edit-delete-users-on-your-team">Manage your Team</a>
- <a href="https://help.usecanopy.com/en/articles/8383342-adding-canopy-connect-to-your-website">Add a widget to your website</a>
- <a href="https://help.usecanopy.com/en/articles/8440639-how-do-i-setup-link-notifications">Setting up Link notifications</a>
- <a href="https://help.usecanopy.com/en/articles/8500106-setting-up-prospect-reminder-emails">Prospect Reminder Emails</a>

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 <a href="mailto:support@usecanopy.com" rel="nofollow noopener noreferrer" target="_blank">support@usecanopy.com</a>. We do not currently have a phone support line.

Getting Started

Welcome to Canopy Connect; we're happy to have you!

Support and Resources

Instructional how to video for your Prospects

Useful Help Articles

Support Contact Information