Unbiased UK Help Centre
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Help for Unbiased Pro subscribers
Looking for financial advice & help?
About Unbiased
Getting Financial Advice
Preparing For Your Meeting
Website Support
Help for Unbiased Pro subscribers
Account Management
Enquiry Management & Lead Handling
Refunds & Credits Information
Subscription & Billing
Profile & Lead Customisation
Integrations & Features
Branding & Communication
General FAQs
Security & Authentication
Thinking of joining Unbiased Pro?
About Unbiased
Subscriptions, Plans & Features
Back to home
Unbiased UK Help Centre
Help for Unbiased Pro subscribers
Looking for financial advice & help?
About Unbiased
Getting Financial Advice
Preparing For Your Meeting
Website Support
Help for Unbiased Pro subscribers
Account Management
Enquiry Management & Lead Handling
Refunds & Credits Information
Subscription & Billing
Profile & Lead Customisation
Integrations & Features
Branding & Communication
General FAQs
Security & Authentication
Thinking of joining Unbiased Pro?
About Unbiased
Subscriptions, Plans & Features
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
See more
Enquiry Management & Lead Handling
📈 How do enquiries work? How do I get leads?
✅ How to accept a new enquiry
⏰ Best practice cadence for contacting your new lead
🔍 Enquiry Quality-Assurance
🤖 Automate your welcome message to new leads
🔔 Get enquiry alerts on your mobile and desktop with push notifications
⏸️ Pausing Enquiries (Leads)
🚫 No New Enquiries?
💰 Purchasing Enquiries & Subscription Credits
🤝 How to nail your first call to win more clients
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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
🌱 The six-month lead nurturing journey
❄️ Why do some leads go cold?
💹 Guide to the ROI Calculator for Financial Advisers
Integrations & Features
📲 Unbiased's ProApp features
🔑 Managing your API Key
🔗 How-To Guide for intelliflo integration
⚙️ Zapier Integration
🎥 Zapier Integration - Video Tutorials
See more
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
