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[Accounts & Billing]

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GDPR

The General Data Protection Regulation (GDPR) is a data protection and privacy law for individuals in the European Union. The GDPR was adopted in April 2016, and became enforceable on May 25, 2018. The GDPR gives individuals greater control over how their personal data is collected and processed. We are committed to protecting our customer’s […]

Who are the system generated emails sent from?

A customer in support recently asked the following question. We use the project budget alert functionality quite a bit. When a budget alert is triggered what email address sends the email? Can we change the master account email or is it one of our users? Most of the alerts that are sent are based on […]

What does Onboarding & Training mean on the pricing grid?

All plans include onboarding assistance via email and online tickets. We are here to help you get the most out of your Intervals experience regardless of which plan tier you are on. The Onboarding & Training on our pricing grid is a level of service for customers that want one-on-one online meetings and consultations when […]

What is Priority Support?

Priority Support is a level of support offered on certain plans. Typically support requests are handled in the order that they were received. With Priority Support your support requests are given the highest priority and are processed first. Priority Support is ideal for customers who desire the highest level of responsiveness with their Intervals questions […]

How do I get a demo? Some one-on-one help would be great.

If you have questions about the best way to use Intervals for your business and need some hands on help no problem. We use GoToMeeting so that we can share screens and walk through any questions. To get a demo scheduled, please complete this demo request form. Since Intervals is used by a lot of […]

Using Google sign in to create an Intervals trial account

After selecting an Intervals plan, you will be prompted to create an Intervals Administrator account. Click on the “Sign in with Google” button to create this account using your Google account. If you are already signed into your Google account, you will be taken to the final step of the sign up. Note: If you […]

How do I use Google sign in to log into my Intervals account?

If you already have a login with your Intervals account, to start logging in with your Google account, follow the steps below: Navigating to the “My Account” page via the menu bar In the Login Information section, click on “Sign in with Google” When signing in with Google, the Google email account you are currently […]

Parking an Intervals Account

If you need to pause your Intervals account, but do not want to cancel the account there is an option. When an account is cancelled there is a seven day grace period in case the cancellation was accidental, but afer that there is not a way to restore the account. Per our terms of service […]

Can I pay annually? and by check?

The Top Shelf and Unlimited plans both have an annual payment option. We only accept credit card payments at this time, which includes American Express, Visa, MasterCard, and Discover. We are not able to accept checks or other forms of payment. Here’s how the annual payment option works. If you would like to pay annually […]

How do I locate the link to my account in order to login?

Each Intervals account comes with a unique subdomain that identifies the account. This is done by design so that you can personalize Intervals to match your brand as much as possible without the name “Intervals” being front and center. Sometimes people forget the unique URL for their account so they don’t know where to login. […]

Can I edit my Customer ID? Can I include my VAT number or custom information in my monthly invoice/receipt?

This Customer ID field can be used for a number of different purposes, for example, to include an exact company or department name. Because the Customer ID shows up on each monthly receipt/invoice, it is ideal for including details that may be needed for at your company for processing accounts payable. To get started, navigate […]

My credit card shows a charge from pelagoservices.com why?

Why am I being charged? Intervals, web-based time, task & project management software Pelago is a software development company based in Santa Barbara, CA and has been in business since 2000. Pelago is the creator of Intervals, a web-based task, time and project management service that is used by small businesses in over 100 countries […]

Can I change my account name?

The account name can be changed by going to Options >> Settings & Defaults. The name is located under Company/Account Name. When this field is updated all future outgoing emails are also be updated.

How do I view my receipts? I need to see my billing history.

All past receipts/invoices for the monthly subscription charge are available directly within the account. They are available by logging in and and navigating to Options >> Plan Info >> Billing history. All receipts can be printed or exported to PDF. Here is what the billing history page looks like. If you need to have the monthly […]

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