Can I Use Umbrella Services for My Own Business (Personal Use)?
Yes, our services are available for both your clients and your own agency's use (personal and business). To onboard your own business to a service:
Go to the 'Contacts' section in your Umbrella Dashboard.
Create a contact entry for yourself/your own business.
During the onboarding process for the desired service, ensure you set the markup to 0%. This means you will only be charged the wholesale price (you will need to enter your own payment details for this wholesale charge).
Follow the remaining on-screen instructions.
ROI Calculator
The ROI calculator tool can be accessed here: https://roi-calculators.multiscreensite.com/
Selling Non-Umbrella Services
After connecting your Stripe account you can send a one-time invoice:
Navigate to Payments:
Click on Payments in the left-hand menu.
Ensure you are on the My Invoices tab.
Click the + Create Invoice button in the top-right corner.
You are now on the "Create Invoice" form. Fill in the details.
Click the + Add Item button in the "Product Items" section and enter the Item Name (mandatory, e.g., "SEO Services", "Webhosting charges").
Click Save to add this line item to the invoice.
Choose how the payment should be handled:
Request payment: (Default) Creates an invoice requesting payment by a specific date. An email with a payment link will be sent to the contact.
Select the Due Date using the calendar picker (mandatory for this option).
AutoCharge Contact: Attempts to automatically charge a payment method already stored on file for the contact. Note: This option is only viable if the contact has a saved payment method. A warning will appear if no payment methods are available.
Lastly, you have two options at the bottom of the page:
Save as Draft: Click this if you are not ready to send the invoice yet. It will save the invoice with a "Draft" status in the "My Invoices" list, allowing you to edit it later.
Send Invoice: Click this to finalize the invoice and send it immediately (or process the AutoCharge if selected).
Subscription Renewal & Lifetime Access
Renewal Policy: Umbrella programs and subscriptions operate on a periodic renewal basis (typically monthly, quarterly, or yearly, depending on your plan). Even if a plan is paid upfront for an extended period like a year, it is not a lifetime subscription and will require renewal at the end of its term. You will receive an email notification before your subscription is due to expire.
No Lifetime Subscriptions: Please note that Umbrella does not offer lifetime subscriptions or one-time payment plans for lifelong access. All programs require periodic renewal to maintain access and services.
Making Changes to Your Subscription For any of the following adjustments to your subscription, please contact our support team by submitting a ticket through the Help widget located in the bottom right of the Umbrella dashboard.
Changing Your Payment Date.
Updating Your Payment Method.
Canceling Your Subscription.
Requesting Quotes
For services requiring custom quotes, you can request a quote from the vendor via the Dashboard: Contacts -> Select Contact -> Vendor Quotes -> Request Quote. Allow 24-48 hours. You can also message vendors directly via the Inbox
Once you receive a quote you wish to accept, find it under "Vendor Quote" in the contact's profile. Click the "Purchase" button next to it.
Question: How can I schedule a call with your support team?
Answer: We'd be happy to schedule a Zoom meeting to help you out! You can easily book a time that works for you directly through our Calendly link: https://calendly.com/umbrella-local/support
Question: Can I talk to someone from support over the phone or video?
Answer: You can schedule a Zoom meeting with our support team using this link: https://calendly.com/umbrella-local/support
Question: What are your support call hours?
Answer: Our support team's available hours for Zoom meetings are reflected on our Calendly page. Please visit https://calendly.com/umbrella-local/support to see the real-time availability and book a slot that suits your schedule.
Question: I need immediate assistance. Can I schedule a call right away?
Answer: You can schedule a Zoom meeting with our support team using this link: https://calendly.com/umbrella-local/support
Question: What information should I have ready for a support call?
Answer: To make the most of our Zoom meeting, please be prepared to provide details about your issue, including any steps to reproduce it, screenshots, error messages, and your account information. This will help us assist you more efficiently. When you book your meeting via https://calendly.com/umbrella-local/support ,you'll usually have an option to add notes about your query.
Question: Is there a cost to schedule a support Zoom meeting?
Answer: No, scheduling a support Zoom meeting with our team is part of our commitment to providing excellent customer service and is completely free of charge. You can book your meeting here: https://calendly.com/umbrella-local/support
Question: I can't find a suitable time on Calendly. What should I do?
Answer: If you're having trouble finding a convenient time on our Calendly : https://calendly.com/umbrella-local/support for a Zoom meeting, please contact our support team by submitting a ticket through the Help widget located in the bottom right of the Umbrella dashboard with your availability, and we'll do our best to accommodate you.
