Account Settings

Account settings cover the things that are about you rather than about your receptionist: your login, your plan, and what happens to your data.

Your login#

Forgotten your password? Reset it from the sign-in page. We can’t see or send your existing password, so a reset is the way back in.

1. 1

   Click Forgot password?

   It’s next to the Password label on the sign-in page. Enter the email you sign in with and click Send reset link.

2. 2

   Check your email

   If there’s an account for that address, we email it a reset link. The page says the same thing either way, so it never reveals whether an email has an account. Nothing arrived? Check spam, then try again. You can ask for a new link once a minute.

3. 3

   Choose a new password

   The link opens a page where you choose a new password of at least 8 characters. Click Save new password and you’re signed in. If the page says the link is invalid or has expired, request a new one from the sign-in page.

Changing a password you know

There's no change-password screen yet. Sign out, then use Forgot password? on the sign-in page.

If you sign in with Google

Your password lives with Google rather than with us. Change it there.

Changing your email

There's no screen for this yet. Email us and we'll change it. If your lead alerts go to that address, update Owner alerts in Business Config too, since it's a separate setting.

Billing and your plan#

Billing shows your current plan and your usage so far this month. You pay a monthly base plus usage. Monthly is month to month; a 3- or 12-month plan lowers the base.

Your plan

What you're on now, and what it includes.

Usage

What you've used this period, so a bill is never a surprise.

Statements

After each calendar month ends, we email you an itemised statement, then charge that month's base and usage in one payment, plus any sales tax.

Payment method

Update the card here. We email you, and our team, about every payment that goes through or fails. If a payment fails, your line keeps answering for 7 days while we retry. Once Dodo Payments confirms your new card, we try your unpaid month(s) on it at our next daily billing run, at least two hours later (usually within a day; if more than one month is unpaid, one each run, oldest first). If Dodo Payments collects the amount itself when you save the card, we match that payment to your bill and email you.

Monthly limit

Set your own in Billing, from $100 to $10,000 (it starts at $1,000; ask us if you need it higher). A bill above it isn't charged until we've emailed you the amount and the date, at least 10 days ahead. We email you when a month reaches 75% of it and again at 100%. Going over it never pauses your line.

Your data#

Your calls, transcripts and leads belong to your business. They’re visible only to logins on your account, and never to another business on the platform.

Exporting

Leads can be exported at any time, with contact details, outcome and consent status.

Transcripts and summaries

Available while your account is open, and reachable from each conversation. Calls aren't recorded, so there's no audio.

Deletion requests

If a customer asks for their record to be removed, contact support and we'll handle it.

Closing your account#

1. 1

   Export anything you want to keep

   Leads first. Do this before you cancel, not after.

2. 2

   Turn off call forwarding

   On your own phone, at your carrier. Your number then rings exactly as it did before — this is the step that actually restores your old setup.

3. 3

   Cancel from Billing

   No notice period and no exit call required. On Monthly, your plan runs to the end of the calendar month; that month’s base and usage are charged once after it ends.

Your number is yours throughout. Nothing about closing your account affects it.