FAQs

Sailor Pro is profession-agnostic and highly customizable. Each profession has personalized record templates adapted to their specific needs. Whether you need patient files, case records, project documentation, or client profiles, our system adapts to your requirements.

You configure your available hours and appointment preferences, then clients can book appointments directly through your personalized scheduling link. The system automatically prevents double-bookings and sends confirmation notifications to both you and your clients.

Absolutely! If your profession isn’t currently supported, simply contact our team through support@sailorpro.com to request professional integration. We’ll work with you to create custom templates and terminology that match your industry’s specific requirements.

Absolutely! You can configure user permissions and roles within your account, ensuring team members have appropriate access levels for their responsibilities.

User management is handled through the Users tab in your professional dashboard’s side panel. You can easily add new team members or remove access as needed.

Yes, each user requires their own individual login credentials for security and accountability purposes.

The free plan includes limitations on:

• Number of client records
• User accounts per organization
• Storage capacity for files and documents
• Monthly message volume

You can view all current pricing plans and their features at: Pricing & Plans

Yes, we offer attractive discounts for annual subscriptions. You can find detailed pricing information and annual discount rates by visiting our pricing section at Princing & Plans.

Absolutely! You can upgrade or downgrade your plan at any time through your account dashboard. Changes are prorated and take effect immediately.

All payments are processed securely through Stripe, which accepts all major credit cards, debit cards, and bank transfers depending on your location.

Billing occurs on your registration anniversary date. For example, if you subscribe on the 15th of the month, you’ll be billed on the 15th of each subsequent month.

If a payment fails, your account enters a “pending” status and you’ll receive immediate notification via email. You’ll have a grace period to update your payment information before any service interruption occurs.

You can cancel your subscription at any time through your account panel. Your service will continue until the end of your current billing period, and no future charges will occur.

Yes, professionals can share records with clients upon request. For full data exports, please contact our support team – this service may involve costs depending on the volume of information.

Yes, Sailor Pro complies with relevant privacy regulations including HIPAA and GDPR requirements, ensuring your client data is protected according to industry standards.

Yes, storage limits depend on your selected plan. You can view your current usage and upgrade your plan if you need additional storage capacity.

We provide customer support in both English and Spanish to better serve our diverse professional community.

Yes! We can assist with data migration from other platforms. Please contact our support team to discuss your specific needs – this service may involve additional costs depending on the complexity of the migration.

Absolutely! Our support team can help you with initial configuration and setup. Simply reach out to support@sailorpro.com to schedule assistance with your account setup.

First, check if you’ve reached your plan’s storage limit. If you still have available storage and the problem persists, contact our support team at support@sailorpro.com for assistance.

If you’re experiencing loading issues, please contact our support team at support@sailorpro.com. Include details about your browser, device, and any error messages you’re seeing.

Deleted records cannot be recovered. The system requires confirmation before deletion to prevent accidental loss. We recommend being extra careful when using the delete function.

First, check your spam/junk folder. If emails aren’t there and the problem persists, contact our support team at support@sailorpro.com for assistance.

Contact our support team to evaluate your specific migration needs. Each case is unique, and we’ll work with you to determine the best approach for transferring your data.

When you cancel your paid subscription, your account reverts to the free plan with its associated limitations. Your data is not deleted, but you may have limited access based on free plan restrictions.

Yes, you can request a complete data export by contacting our support team. This service may involve costs depending on the amount of information being exported.

We welcome feature requests! Contact our support team at support@sailorpro.com with your suggestions. We carefully consider all user feedback when planning our development roadmap.

Currently, we don’t have a formal beta testing program, but we’re always looking for ways to involve our user community in product development.