Our FAQs are based on the most commonly asked questions by our coreplus community. This section focuses on questions asked by users who are new to coreplus. Each collection has its own FAQ article, simply navigate to the collection to find each article for our most frequently asked questions!
Is it possible to permanently delete a client file?
A client file can never be deleted from coreplus. When you delete a client file, it can be found under the Deleted tab via Clients > Deleted.
Is it possible to permanently delete a user?
You can't delete a user in coreplus. However, they can be made inactive so that you can make them active again in the future via My Account > Users > click on the account > change the status of the client > Save.
Can I recover an invoice after deleting it?
Unfortunately, once deleted, invoices can't be recovered.
How can I add a new client?
A new client can be added via Dashboard > Clients > New client.
Please, see here for more details.
I made a mistake while creating an appointment, how can I edit it?
You can edit an appointment via Calendar > double-click on the appointment > make the changes > Save.
Please, see here for more details.
How can I upgrade my plan?
You can upgrade your plan via My Account > Subscription > Change > click on the plan > tick the boxes > Update Subscription.
Please, see here for more details.
What type of access should I give to a user so that they have access to everything in the account?
If you want to give a user access to everything on the account, then you'd want to give them Supervisor access.
You can learn more about users and their permissions here.