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Find answers to common questions about Modality, or ask our AI assistant for help.
Getting Started
How do I create a workspace?
Can I have multiple workspaces?
How does the AI-assisted setup work?
What roles and permissions are available?
Is there a mobile app?
Events & Ticketing
How do I create an event?
How does Stripe checkout work?
What ticket types can I create?
Can I customize the public event page?
How do refunds work?
Contacts & CRM
How do I import contacts?
What are tags and how should I use them?
How do lists differ from tags?
Can I create custom fields?
How does contact activity tracking work?
Forms
How does the form builder work?
Can forms collect payments?
How are form submissions linked to contacts?
Can I embed forms on my own website?
Campaigns & Automations
Which email service providers are supported?
How do automations work?
Can I create multi-step workflows?
How does contact syncing with ESPs work?
Billing & Account
What plans are available?
How do I upgrade or change my plan?
Can I export my data?
Is my data secure?
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