Unbiased UK Help Centre

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Unbiased UK Help Centre

Help for Unbiased Pro subscribers

Help for Unbiased Pro subscribers

About the best practices for using Unbiased Pro, subscriptions, enquiries, account support, and new features

Account Management

🔐 How to Log into Your Unbiased Pro Account & Resetting Your Password

💌 Updating Your Email

💻 Updating Your Public Profile

📍 Locations: how to add, change & remove them

🛠️ Adding/Amending Permissions on the ProApp

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Enquiry Management & Lead Handling

📈 How Do Enquiries ('Leads') Work?

✅ How to accept a new enquiry

⏰ Best Practice Cadence for Lead Contact

🔍 Enquiry Quality-Assurance

🤖 Automate your welcome message to new leads

🔔 Get enquiry alerts on your mobile and desktop

⏸️ Pausing Enquiries (Leads)

🚫 No New Enquiries?

💰 Purchasing Enquiries & Subscription Credits

🤝 How to nail your sales pitch

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Refunds & Credits Information

💸 Refund Policy

📜 Requesting & Tracking an Enquiry Refund

🧾 What supporting evidence do I need to request a refund?

💰 Credits Information

💵 Marketplace Refund Policy

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Subscription & Billing

📅 Cancel, Downgrade or Upgrade Your Subscription Plan

💳 Payment Methods & Details

📊 Subscription Plans

Profile & Lead Customisation

🔧 Selecting Your Preferred Client Criteria

✉️ How to write a winning welcome message

🌱 The Six-Month Lead Nurturing Journey

❄️ Why do some leads go cold?

💹 Guide to the ROI Calculator for Financial Advisers

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Integrations & Features

📲 Unbiased's ProApp features

🔑 Managing your API Key

🔗 How-To Guide for intelliflo integration

⚙️ Zapier Integration

🎥 Zapier Integration - Video Tutorials

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Branding & Communication

🖊️ Using the Unbiased Pro Listed Adviser Logo in Your Email Signature

📅 Add Your Appointment Scheduling Link

General FAQs

💬 Comments & Feedback

💰 Enquiry (Lead) Prices

📜 Unbiased's Professional Terms of Use

🛒 Marketplace

Security & Authentication

🛡️ Multifactor Authentication