Account Setup

Creating Your Account

Absolutely! You can get started for free—no credit card required.

You’re welcome to create an account, add users and locations, set up your notifications, and preview them before making any commitment. A subscription is only required once you’re ready to begin sending notifications to your customers.
We only ask for the essential details about your company to ensure your notifications are clear and trustworthy for your customers.
This includes your company name, hours of operation, and a phone number and email address so customers know how to reach back out. If different locations have separate contact emails or phone numbers, you can add those too.
Signing in with multiple users is simple and secure.
All users access your NanoNotify account using the same email and password. Once signed in, each team member enters their unique username and PIN as a second step to verify their identity.
When you add a new user, you’ll create their username and PIN, giving them secure access without needing a separate login. Add users in a few clicks and make onboarding new employees quick and easy.
NanoNotify is designed to streamline your workflow by letting you send text messages directly from the computer you use for work—no need to juggle multiple devices. At this time, NanoNotify does not support smartphones or have a dedicated mobile app. However, it works well on tablets like iPads, which can be a great option if your business operates from a tablet. We may consider adding mobile support in the future based on user demand, but for now, mobile phones are not supported.
Answer your customers questions before they are even asked. We automatically includes your location’s business hours for the day the notification is sent, along with contact info.
This not only keeps your customers well-informed but also cuts down on follow-up messages asking about your hours. By providing this upfront, your team can avoid the stress of answering the same questions repeatedly or missing important customer messages—making for a smoother, more confident customer experience.
Nope! No need to pay for a separate phone number
NanoNotify uses its own independent phone numbers which are ready to use right away, so you can start sending notifications without dealing with managing another phone number or additional line fees.

Customizing Your Dashboard

Yes! You can assign a unique color to each notification type to help them stand out in your dashboard.
You can set the color when creating a new type, or update it anytime later in your notification settings.
Uploading your company’s logo is optional, but it’s a great way to personalize your NanoNotify account for your business.
Your logo will appear in the dashboard, replacing the default NanoNotify branding to give your account a more polished and customized look for your team. You can upload or remove your logo anytime from your account settings.
Your account dashboard provides a quick at-a-glace look at your recent notifications, any scheduled messages you may have set, and any two-way notifications still waiting on a customer response.
You can quickly make changes—like editing scheduled notifications or manually updating the status of a notification if a customer provided a response another way like by phone call or in person.
If you’re on a multi-location plan, your dashboard will automatically reflect the active location you’re signed into, so you’re always seeing the most relevant info you need.
Review the contents of any notification right from the dashboard or from your notification history.
Just click on the notification you need to review and view everything that was sent to your customer complete with the date it was sent along with a timestamp and confirmation that it was delivered to your customer.
For multi user and multi location accounts, you can also view which location it was sent from along with the user that it was sent by

Creating Your Notification Types

Notification types are like categories of updates your business regularly sends to customers.
They’re reusable and make it easy to send messages instantly. These can be anything you need—like “Ready for Pickup,” a price quote, or a heads-up that an item is back in stock. Just enter the customer’s phone number and a few key details, like the quote amount or balance due—we’ll automatically include everything else the message needs, like a clear description and any important info specific to that type.
Notification types are more powerful and efficient than traditional templates.
Instead of copying and editing a prewritten message each time, you just select a notification type, enter the phone number, and fill in the key details—like a balance or turnaround time. The message is generated and sent instantly.
It’s everything your templates do, but faster and easier to manage. We even automatically include your businesses hours for the day and your locations contact info in case they need to reach back out
Creating a new notification type is quick and easy.
Just give it a name, decide what information should be included automatically, and you’re all set. You can create a new type from scratch or speed things up by using one of our built-in templates as a starting point.
Each notification type can include up to two pieces of unique information—one required, one optional—plus a short message for added context if needed.
For example, a quote might include the total cost (required) and estimated completion time (optional). A refund update could include the refund amount and the date it was processed. You can also include a default message that’s automatically added to every notification, and optionally add a custom note when sending for extra clarity.
Yes! You can easily preview a notification before sending it.
Just click the “Preview” button to see exactly how the message will appear to your customers. You can also preview the layout and content while creating a new notification type, so you know exactly what they’ll see before anything is sent.

Account Management

Manage Your In-App Notifications

In-app notifications help you stay informed about important activity on your account.
You’ll get alerts when a customer replies to a two-way message, when a scheduled notification is delivered, or if a message fails to send. You can also receive updates about payment activity, such as successful transactions or issues that need attention. You’re in control—enable or disable any notification type in your account settings.
Each of your users has their own set of in-app notifications, so alerts are personalized to how they need them.
If one team member reads a notification, it will still appear as unread for others who haven’t seen it yet. Users can also mark notifications as unread to revisit them later or toggle visibility to focus on what matters most to them.
You can customize each user’s in-app notification preferences based on their role.
Standard users can manage alerts for things like two-way notification responses, scheduled notification deliveries, or if there was an issue sending a notification. More sensitive notifications—such as billing, payment updates, or usage reports—are only visible to account administrators.

Account Security

If you’ve forgotten your password, you can easily reset it right from the login screen.
Just click “Forgot my password”, and we’ll instantly send a verification email with a secure link to create a new one. You’ll be back up and running in no time!
You can change your password anytime from your Account Settings.
For security, we’ll send you a verification email with a secure link to update your password. Once it’s changed, anyone currently logged into your account will be automatically signed out to keep your account protected.
If you’ve signed into your account on a device you no longer have access to, the easiest way to revoke access is by changing your password.
Users are asked to re-enter their password every 24 hours, but updating your password will immediately log out anyone currently signed in—keeping your account safe and secure.

Monthly Billing

Billing & Payments

You can update your payment method anytime from the Billing section in your account settings.
If you’re on a multi-user or multi-location account, only administrators have access to billing settings and can make changes to payment information.
An active payment method is required to maintain your subscription and continue sending notifications.
If you cancel your subscription, your payment information is saved if your billing preferences in case you choose to reactivate later—but no charges will occur unless the subscription is restarted.
At the moment, you can only have one active payment method on file for your account.
We don’t currently support adding multiple payment methods, so the card you enter will be the one used for all billing activity.
We know having multiple payment options can be helpful, and it’s something we’re exploring for the future! If this is important for your setup, feel free to let us know—we’d love your feedback.

Managing Your Subscription

Yes! You can cancel your subscription anytime and restart it later when you’re ready.
Just head to your Billing settings and cancel with a single click. No confusing menus, no hidden fees, and no stress. When you’re ready to come back, you can pick up right where you left off. Your account details and settings will be saved to make reactivating quick and easy.
Your subscription automatically adjusts based on your team size, so downgrading is simple.
If you’re on a multi-user plan and want to switch to a single-user plan, just remove any extra users from your account. The same goes for locations—remove any additional locations to return to a single-location plan. Once that’s done, we’ll take care of the rest and update your billing automatically.
Pausing your subscription is a flexible way to manage your account when you don’t need to use it for extended periods of time.
You can schedule a pause in advance by setting a date for your subscription to automatically stop—and choose a date for it to resume when you’re ready. While your subscription is on hold, you’ll still have full access to your account, including your notification history, locations, and users. Just keep in mind that an active subscription is required to send notifications to your customers.

Managing Locations

Creating A New Location

You can add a new location anytime from your Account Settings under “Users and Locations.”
Just enter the location name, contact details (like a phone number and email), and you’re all set. We automatically set default business hours (9 AM to 5 PM), but you can adjust them to fit your schedule. You can also assign existing team members to the new location or create a new user right from the same screen.
Every location includes one free user, which you can add whenever you’re ready!
If you’re on a single-user or single-location plan, we’ll walk you through the upgrade process when you add another location.
Yes! You can use the same contact information across multiple locations if that works best for your business.
Whether it’s a shared phone number or a single email address, you’re in control of how customers reach you. If you don’t have separate contact details for each location, it’s perfectly fine to reuse the same ones.
You can edit a location’s hours of operation anytime from your Account Settings or the “Users and Locations” section.
You can adjust a locations hours or mark specific days as open or closed based on your companies needs. If you’re on a multi-location account, you can also update the hours for the location you are signed into directly from your profile in Account Settings.

Managing Your Locations

You can update a location’s contact information anytime from your Account Settings.
If you’re on a single-user or single-location plan, you’ll find your contact details in your profile section. For multi-location accounts, just head to the “Users and Locations” section to edit the contact info for any of your locations whenever you need.
You can switch your active location anytime right from your dashboard.
Just click your profile icon and select “Switch Active Location.” Once you switch, your dashboard will instantly update to show that location’s recent activity, and all widgets will reflect details specific to that location.
Any notifications you send will automatically include that location’s contact information and current hours of operation
Absolutely! You have full control over which users are assigned to each location.
Just head to the “Users and Locations” section in your Account Settings, select the location you want to manage, and click the “Employees” tab. From there, you can transfer team members to that location as needed.
If you have employees who work at multiple locations, no problem—they can easily switch their active location right from the dashboard. Their current location is always clearly displayed, so they’ll know exactly where they’re working at any time.

Managing Users

Adding A New User

You can add users at anytime right on the “Users and Locations” section in your account settings.
If your account is a single user account, head to the billing section first and click “Upgrade Plan” and we’ll guide you through the upgrade process, review your updated plan and add your new user
No need to overcomplicate it—just their name and role.
To add a user, you’ll enter their first and last name, along with their role or title to help keep your team organized. Then, you’ll create a username and PIN they’ll use to sign in after accessing the main account.
Each user gets a simple 4-digit PIN.
When you add a new user, you’ll create a unique username and a 4-digit numeric PIN for them. This PIN is used as a quick and secure way to validate their identity after signing into your NanoNotify account. It keeps the sign-in process easy while helping ensure that only the right team members have access.

Managing Your Users

Account administrators can easily reset a user’s PIN by going to the “Users and Locations” section
Select the user, and click the “Edit” button. From there, just choose “Change PIN” to update it—then the user is all set.
For extra piece of mind, users can also update their own PIN anytime from their profile within their Account Settings.
Modify individual user roles and permissions in the “Users and Locations” section
Select the user, and click the “Edit” button. From there, toggle “Make this user an administrator” based on your needs.
Currently, you can’t disable a user’s access without deleting them, but there’s a simple workaround.
While there isn’t a direct option to disable a user from signing in, you can reset their PIN to prevent access. When they need to sign back in, just provide them with the new PIN you’ve set. This way, you maintain control without deleting the user entirely.

Customer Service

If you can’t remember your password, no worries—no need to contact support!
Simply click the “Forgot my password” link on the login page, and we’ll send you a verification email right away. Just follow the secure link to set a new password, and you’ll be back in your account quickly and easily.
Just hit the “Support” button in your account to get started.
The fastest way to resolve any billing issue is through the Support button inside your NanoNotify account. This connects your request to your account details so our team can help right away. We’ll walk you through anything we need, and once we have the info, we’ll get to work and follow up as soon as it’s resolved—or if we need anything else from you.
If you don’t have access to your account at the moment, you can still send a request from our Support Page, though it may take a little longer since we’ll need to verify your info manually.
If something isn’t working right in your account or you want to report a bug, the quickest way to get help is by clicking the Support button inside your NanoNotify account.
This automatically links your request to your account, so our team can start assisting you immediately. We’ll guide you through any details we need, and once we have everything, we’ll work on fixing the issue and update you as soon as it’s resolved—or if we need more info from you.
If you can’t access your account right now, you can still submit a request through our Support Page. It might take a little longer to resolve since we might need to reach back out to get some more information about your account.
We would love to hear from you!
You can easily share your feedback or ideas to improve NanoNotify by clicking the Support button within your account. This sends your suggestions directly to our team for review as we work to make the app even better. You can also reach us anytime through our Support Page. Your input truly helps us create a better experience for everyone!

FAQs

Questions? We’ve Got Answers

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