Training first
Most setup questions are answered step by step in UBS Quick-Start Training.
Live calls
1st and 3rd Wednesday of every month, 4:00 PM Pacific / 7:00 PM Eastern, 60 minutes.
Get a faster answer
Include these when you email or register for a call.
Tell us
- Your name and business name
- Your UBS plan
- What you need help with, in a sentence or two
- The training lesson you’re on, if any
Show us
- A screenshot of the screen or error
- What you already tried
- The contact, workflow, or page involved
What support covers
Support is for the standard UBS system.
Included
- Account setup and custom values
- Phone, SMS, and email setup
- Calendars, pipelines, and workflows
- Funnels, forms, and client onboarding
- Troubleshooting standard UBS features
Separate paid services
- Custom funnels, websites, and automations
- Full AI Suite and advanced AI work
- Marketing and advertising services
- Custom integrations
Not a customer yet?
Book a 30-minute consultation to see UBS and get your questions answered.