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Getting Help & Support

Multiple ways to get assistance when you need it

Hardy Michel avatar
Written by Hardy Michel
Updated over 2 months ago

Immediate support through Intercom

Blue help button:

  • Location: Bottom right corner of every Marloo screen

  • Direct messaging: Chat directly with the Marloo team

  • Response time: Average response time is less than 10 minutes

  • Team access: Message anyone on our team for immediate assistance

What we help with:

  • Technical issues: Setup problems, troubleshooting, and bug reports

  • Feature guidance: How to use specific features effectively

  • Account questions: Billing, team management, and settings

  • Best practices: Advice on optimizing Marloo for your practice

Self-service resources

This help center:

  • Comprehensive guides: Step-by-step instructions for all features

  • Searchable content: Find answers quickly using the search function

  • Regular updates: Articles updated as features are enhanced

  • Mobile access: Available on all devices

Personalised support options

Guided demos:

  • 30-minute sessions: Personalised demo with the Marloo team

  • Firm-specific: See how Marloo fits your specific practice

  • Q&A included: Ask questions and get immediate answers

  • Team training: Group sessions for team adoption

Implementation support:

  • Onboarding assistance: Help getting your team set up successfully

  • Template customisation: Guidance on creating firm-specific templates

  • Workflow optimisation: Advice on integrating Marloo into your practice

  • Change management: Support for team adoption and training

When to contact support

Technical issues:

  • Calendar sync problems: Integration not working properly

  • Recording failures: Meetings not capturing or processing correctly

  • App performance: Slow loading or functionality issues

  • Login problems: Access or authentication difficulties

Feature questions:

  • Advanced features: Understanding complex functionality

  • Customisation: Creating custom templates or workflows

  • Team setup: Managing permissions and collaboration

  • Integration: Connecting with other systems

Account management:

  • Billing questions: Payment, invoicing, or subscription issues

  • Team changes: Adding, removing, or modifying team members

  • Settings configuration: Optimising account settings

  • Data questions: Export, deletion, or retention concerns

Best practices for getting help

Provide context:

  • Describe the issue: What you were trying to do and what happened

  • Error messages: Include any specific error messages you received

  • Steps taken: What you've already tried to resolve the issue

  • Account details: Your firm name and any relevant account information

Include screenshots:

  • Visual problems: Screenshots help us understand interface issues

  • Error screens: Capture error messages or unexpected behavior

  • Settings questions: Show us your current configuration

  • Feature questions: Help us see exactly what you're experiencing

Response expectations:

  • Initial response: Typically within 10 minutes during business hours

  • Issue resolution: Most issues resolved quickly, complex problems may take longer

  • Follow-up: We follow up to ensure issues are fully resolved

  • Feedback: We welcome feedback on our support experience

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