Support & FAQs — Precision Social Client Portal

Signing In & Your Account

How do I create an account?

Most accounts are created by invitation. Your Precision Social account manager sends an email invite — click the link, set your password, and you're in.

If you register on your own at the sign-up page, your account may need approval before you can access your company's information.

Can I sign in with Google?

Yes. On the sign-in page, click "Continue with Google" and choose the Google account that matches your work email. No separate password is needed.

I forgot my password. What do I do?

On the sign-in page, click "Forgot password?" and enter your email. We'll send you a link to set a new password. The link expires after a short time, so use it promptly.

How do I update my profile or change my password?

After signing in, go to Settings from the sidebar. On the Profile tab you can update your name, title, and profile picture.

To change your password, open the Security tab in Settings, enter your current password, and choose a new one.

Invoices & Payments

Where can I see my invoices?

Go to Billing in the sidebar. The Invoices tab lists all your invoices with their status, due date, and amount. Click any invoice to view details or pay it.

How do I pay an invoice?

Open the invoice from the Billing page and use the payment form right inside the invoice window. You can pay with a credit card or a bank account (eCheck/ACH).

If you have saved payment methods, just pick one and confirm — no need to re-enter your details.

Why was my payment declined?

If a payment fails, we show a plain-English explanation of what went wrong and what to try next. In your Payment History, click the "Why?" link next to a declined payment to see the details.

Bank (eCheck) payments can also be returned by your bank a day or two after submission — if that happens, the reason will appear the same way.

How do I save or manage payment methods?

On the Billing page, open the Payment Methods tab to add, remove, or update saved cards and bank accounts. Saved methods are stored securely with our payment processor — we never keep your full card number.

Can I set up automatic recurring payments?

Yes. On the Billing page, the Recurring Billing section lets you enable automatic payments using a saved payment method, so invoices are paid on schedule without any action from you.

Uploading Files

How do I send files to Precision Social?

Go to File Upload in the sidebar, then drag and drop your files or click to browse. You can add an optional comment to give our team context about what you're sending.

Can I upload very large files?

Yes. Large files (even very large video files) upload directly to secure cloud storage, so there's no practical size limit. Keep the page open until the upload finishes.

Can I attach a voice note instead of typing a comment?

Yes. When uploading, you can record a voice note and it will be automatically transcribed, so our team gets both the audio and the text.

Analytics Reports

Where do I find my social media analytics reports?

Go to Analytics in the sidebar. Your performance reports are listed there — click any report to view or download it.

Can I get an email when a new report is ready?

Yes. In Settings under Notifications, you can turn on email notifications for new analytics reports. Every notification email also includes a one-click unsubscribe link.

Text Alerts (SMS)

How do I sign up for text alerts?

Go to Settings, open Notifications, and find the Text Notifications card. Enter your mobile number and agree to receive messages. Message frequency varies, and message & data rates may apply.

How do I stop receiving text alerts?

You can opt out anytime from the same Text Notifications card in Settings, or reply STOP to any message. Reply HELP for help.