Help Center
Task-by-task help for Clever customers. Each article shows the steps, the expected result and where to get help.
What happens after checkout
Clever Business Hub — founding release (July 2026)
Understand a lead record
Clever Business Hub — founding release (July 2026)
Stop follow-up
Clever Business Hub — founding release (July 2026)
Troubleshoot a failed booking
Clever Business Hub — founding release (July 2026)
Browse by category
Published articles appear above. More articles in each category are being written and will appear here once they match the live product.
Start here
What happens after checkout · What Clever needs from your firm · When billing begins · How approval and go-live work
Calls and routing
Forward a number · Set business hours · Set transfer order · Understand transfer fallback · Test English and Spanish
Intake
Approve questions · Understand priority reasons · Review missing information · Resume an incomplete intake · Request a workflow change
CRM
Invite a user · Read a lead record · Assign an owner · Manage tasks · Stop follow-up · Export a record
Calendar
Connect Google Calendar · Choose consultation types · Set buffers · Troubleshoot a failed booking
Billing
Included usage · Overage calculation · View invoices · Cancel a plan
Privacy and security
Manage user access · Request data export/deletion · Recording/transcription configuration · Report a security concern
Integrations
Read integration status · Connect/disconnect · Reauthorize · Understand a sync failure
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