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Infinity3 Help Centre

Practical guides and answers for your Infinity3 tools and services.

Getting Started

  • Getting started with Infinity3
  • Prepare for your onboarding meeting with Infinity3
  • Provide access to your existing accounts
  • Send your content and brand assets to Infinity3
  • Find help and contact Infinity3 support
  • Find the right guides for your Infinity3 services
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Infinity3 Platform

  • Affiliate Management
    • Create an affiliate campaign in Infinity3
    • Add and onboard affiliates in Infinity3
    • Find and use affiliate referral links in Infinity3
    • Review commissions and pay affiliates in Infinity3
    • Troubleshoot affiliate tracking and access in Infinity3
    • Set up pay-per-lead affiliate rewards in Infinity3
    • Configure your Affiliate Portal in Infinity3
    • Review affiliate performance in Infinity3
    • Pause or end an affiliate’s participation in Infinity3
  • AI Assistants
    • Understand the AI tools available in Infinity3
    • Add knowledge sources to your AI assistant in Infinity3
    • Set your AI assistant’s instructions and tone in Infinity3
    • Test your AI assistant before going live in Infinity3
    • Hand AI conversations over to your team in Infinity3
    • Pause Conversation AI for one contact in Infinity3
    • Set up a Voice AI assistant in Infinity3
    • Test your Voice AI assistant in Infinity3
    • Review Voice AI call logs in Infinity3
  • Automations & Workflows
    • Create your first workflow in Infinity3
    • Choose workflow triggers and actions in Infinity3
    • Test a workflow before using it in Infinity3
    • Publish and manage a workflow in Infinity3
    • Troubleshoot a workflow that isn’t running in Infinity3
    • Control whether contacts can re-enter a workflow in Infinity3
    • Stop automated follow-up when a customer replies in Infinity3
    • Investigate duplicate workflow messages and tasks in Infinity3
    • Investigate a failed workflow action in Infinity3
  • Calendars & Appointments
    • Connect your Google or Microsoft 365 calendar to Infinity3
    • Set your availability and booking hours in Infinity3
    • Create and share an appointment booking link in Infinity3
    • Book, reschedule and cancel appointments in Infinity3
    • Set up appointment confirmations and reminders in Infinity3
    • Connect your Google Calendar to Infinity3
    • Connect your Microsoft 365 calendar to Infinity3
    • Configure linked and conflict calendars in Infinity3
    • Troubleshoot appointment availability and time zones in Infinity3
  • Client Portal
    • Set up your Client Portal in Infinity3
    • Brand your Client Portal in Infinity3
    • Invite customers to your Client Portal in Infinity3
    • Access and use your Client Portal
    • Troubleshoot Client Portal access in Infinity3
    • Connect a custom domain to your Client Portal in Infinity3
    • Share a file with a customer through the Client Portal in Infinity3
    • Receive customer files through the Client Portal in Infinity3
    • Configure Client Portal document email alerts in Infinity3
  • Communities
    • Create a community group in Infinity3
    • Invite and manage community members in Infinity3
    • Create channels and publish posts in Infinity3
    • Moderate community content in Infinity3
    • Troubleshoot community access and notifications in Infinity3
    • Add membership questions to an Infinity3 community
    • Create an event in your Infinity3 community
    • Add a free course to your Infinity3 community
    • Use points and leaderboards in your Infinity3 community
  • Courses & Memberships
    • Create your first course in Infinity3
    • Add and organise course lessons in Infinity3
    • Grant access to a course in Infinity3
    • Test the learner experience in Infinity3
    • Troubleshoot course access in Infinity3
    • Set course access dates and duration in Infinity3
    • Review learner progress in Infinity3
    • Add a quiz to a course in Infinity3
    • Configure a course completion certificate in Infinity3
  • Documents & Contracts
    • Create a proposal or contract in Infinity3
    • Send a document for signature in Infinity3
    • Create a reusable document template in Infinity3
    • Track and download documents in Infinity3
    • Troubleshoot document delivery and signing in Infinity3
    • Set an expiry date for a document in Infinity3
    • Configure document email notifications in Infinity3
    • Start follow-up when a document is completed in Infinity3
    • Review a declined proposal or contract in Infinity3
  • Email Marketing
    • Create an email marketing campaign in Infinity3
    • Choose recipients for an email campaign in Infinity3
    • Personalise campaign emails in Infinity3
    • Test and schedule an email campaign in Infinity3
    • Review email campaign results in Infinity3
    • Set up an email sending domain in Infinity3
    • Check sending-domain verification in Infinity3
    • Troubleshoot marketing email delivery in Infinity3
    • Manage email unsubscribes and suppression in Infinity3
  • Events & Ticketing
    • Create and publish an event in Infinity3
    • Set up tickets and RSVP registration in Infinity3
    • Customise your event page in Infinity3
    • Manage attendees and check-in in Infinity3
    • Troubleshoot event registration and ticket access in Infinity3
    • Refund or cancel an event registration in Infinity3
    • Automate event reminders and follow-ups in Infinity3
    • Collect details for group event bookings in Infinity3
    • Help attendees save event tickets to their phone wallet
  • Getting Started & Account Settings
    • Log into your Infinity3 account
    • Reset your Infinity3 password
    • Update your profile and notifications in Infinity3
    • Add team members to Infinity3
    • Manage team permissions in Infinity3
    • Remove a team member’s access to Infinity3
  • Integrations & Connections
    • Connect an external service to Infinity3
    • Check a connected service in Infinity3
    • Manage connection permissions in Infinity3
    • Reconnect an existing service in Infinity3
    • Troubleshoot an integration in Infinity3
    • Connect Facebook Lead Ads to Infinity3
    • Map Facebook Lead Form fields in Infinity3
    • Find a missing Facebook Page when connecting Infinity3
    • Connect Infinity3 to Zapier
  • Media & File Management
    • Upload files to Media Storage in Infinity3
    • Organise files and folders in Infinity3
    • Find and preview media files in Infinity3
    • Reuse media files in Infinity3 content
    • Replace, delete and restore media files in Infinity3
    • Crop and edit images in Infinity3
    • Import a file from a link into Infinity3
    • Upload and manage media from your phone in Infinity3
    • Troubleshoot file uploads and previews in Infinity3
  • Online Store & Products
    • Create a product in Infinity3
    • Set up your online store in Infinity3
    • Configure and test store checkout in Infinity3
    • Manage store orders and delivery in Infinity3
    • Troubleshoot products and store purchases in Infinity3
    • Track product and variant stock in Infinity3
    • Create a store discount code in Infinity3
    • Set shipping zones and delivery rates in Infinity3
    • Deliver digital store products in Infinity3
  • Opportunities & Pipelines
    • Create a sales pipeline in Infinity3
    • Add an opportunity to your pipeline in Infinity3
    • Move opportunities through pipeline stages in Infinity3
    • Record won and lost deals in Infinity3
    • Review and organise your sales pipeline in Infinity3
    • Track multiple deals for one contact in Infinity3
    • Update opportunities in bulk in Infinity3
    • Import opportunities into Infinity3
    • Restore a deleted opportunity in Infinity3
  • Phone & SMS
    • Set up a phone number in Infinity3
    • Send and reply to text messages in Infinity3
    • Make and receive phone calls in Infinity3
    • Set up voicemail and missed-call text replies in Infinity3
    • Troubleshoot calls and text messages in Infinity3
    • Understand UK phone regulatory bundles in Infinity3
    • Submit a UK phone regulatory bundle and address in Infinity3
    • Check UK regulatory bundle approval in Infinity3
    • Use an approved bundle for a UK phone number in Infinity3
  • Reporting & Dashboards
    • Find your way around dashboards in Infinity3
    • Choose reporting date ranges and filters in Infinity3
    • Review sales performance in Infinity3
    • Review appointment activity in Infinity3
    • Export reports and records from Infinity3
    • Create a custom dashboard in Infinity3
    • Manage dashboard access in Infinity3
    • Schedule email reports in Infinity3
    • Investigate missing or unexpected dashboard figures in Infinity3
  • Tasks & Team Collaboration
    • Create a task in Infinity3
    • Assign tasks and hand over work in Infinity3
    • Manage task due dates and reminders in Infinity3
    • Create recurring tasks in Infinity3
    • Review and complete team tasks in Infinity3
    • Start a private team chat in Infinity3
    • Create follow-up tasks automatically in Infinity3
    • Give colleagues access using followers in Infinity3
    • Find missing tasks in Infinity3
  • Websites & Funnels
    • Edit a website or funnel page in Infinity3
    • Publish website and funnel changes in Infinity3
    • Connect a domain to your Infinity3 website or funnel
    • Add forms and booking calendars to an Infinity3 page
    • Check enquiries from your website or funnel in Infinity3
    • Troubleshoot a website or funnel domain in Infinity3
    • Check and improve a page’s mobile layout in Infinity3
    • Publish an earlier page version in Infinity3
    • Redirect an old page URL in Infinity3
  • Contacts & CRM
    • Add and update contacts in Infinity3
    • Import contacts into Infinity3
    • Organise contacts with tags in Infinity3
    • Add notes and follow-up tasks to contacts in Infinity3
    • Find and group contacts with Smart Lists in Infinity3
    • Troubleshoot a contact import in Infinity3
    • Merge duplicate contacts in Infinity3
    • Export contacts from Infinity3
    • Restore accidentally deleted contacts in Infinity3
  • Email & Conversations
    • Connect your Microsoft 365 email to Infinity3
    • Connect your Gmail email to Infinity3
    • Send and reply to emails in Infinity3
    • Find your way around the Conversations inbox
    • Keep your Conversations inbox organised
    • Troubleshoot missing emails in Infinity3
    • Create and use saved email replies in Infinity3
    • Add internal comments to customer conversations in Infinity3
    • Create saved conversation views in Infinity3
  • Social Media
    • Connect your social media accounts to Infinity3
    • Create a social media post in Infinity3
    • Schedule social media posts in Infinity3
    • Review and update your social media calendar in Infinity3
    • Troubleshoot social media posts that won’t publish
    • Request approval for a social media post in Infinity3
    • Set up Social Planner email alerts in Infinity3
    • Import social media posts in bulk in Infinity3
    • Schedule recurring social media posts in Infinity3
  • Forms & Surveys
    • Create an enquiry form in Infinity3
    • Create a customer survey in Infinity3
    • Add an Infinity3 form to your website
    • Review form and survey submissions in Infinity3
    • Connect form and survey submissions to workflows in Infinity3
    • Show relevant questions with conditional logic in Infinity3
    • Manage Sticky Contact in Infinity3 forms and surveys
    • Troubleshoot missing form and survey email alerts in Infinity3
    • Set a form or survey confirmation message in Infinity3
  • Reputation & Reviews
    • Set up customer review requests in Infinity3
    • Send a customer a review request in Infinity3
    • Read and reply to customer reviews in Infinity3
    • Display customer reviews on your website with Infinity3
    • Troubleshoot review requests and missing reviews in Infinity3
    • Manage review request timing and retries in Infinity3
    • Choose how review requests are distributed in Infinity3
    • Manage AI-assisted review replies in Infinity3
    • Collect customer video testimonials in Infinity3
  • Payments & Invoicing
    • Connect Stripe to accept payments in Infinity3
    • Create products and prices in Infinity3
    • Create and send an invoice in Infinity3
    • Create and share a payment link in Infinity3
    • Track invoices and record received payments in Infinity3
    • Test a payment checkout before sharing it in Infinity3
    • Refund a customer payment in Infinity3
    • Manage a failed customer subscription payment in Infinity3
    • Create and manage recurring invoices in Infinity3

Websites, Hosting & Care Plans

  • Request a website change from Infinity3
  • Supply content for website updates
  • Understand your Website Care Plan
  • Get help with hosting and domains
  • Report a website problem to Infinity3
  • What is the difference between hosting and Website Care?
  • Understand your Care Plan support allowance
  • Ask Infinity3 to restore a website backup
  • Review website changes before they go live
  • What to do when website form enquiries are missing
  • Help Infinity3 investigate a slow website
  • Prepare to move your website to Infinity3 hosting

SEO & Content

  • Get started with your Infinity3 SEO service
  • Provide access for SEO work
  • Understand your Infinity3 SEO report
  • Supply and approve content for SEO work
  • Request an SEO or content change
  • What is included in Infinity3’s SEO Essentials plans?
  • How long does SEO take to work?
  • Choose useful target keywords for your SEO campaign
  • Help customers find your business in local search
  • What does AI search visibility mean for my business?
  • Protect your SEO progress when changing your website

Billing & Your Account

  • Understand your Infinity3 invoice
  • Update your billing details with Infinity3
  • Get help with a payment to Infinity3
  • Request a service or subscription change
  • Contact Infinity3 about a billing query
  • Understand cancellation notice and final billing
  • Understand website project deposits and final payments
  • When does my Website Care Plan start?
  • Understand Platform subscription fees and usage charges
  • Prepare your Platform data before your subscription ends
  • What to do if an Infinity3 invoice is overdue
  • Understand charges for additional work and external services

Troubleshooting

  • Check an issue before contacting support
  • Send useful screenshots and error details
  • Get help with login and access
  • Report an urgent service issue
  • Follow up on a support request
  • Troubleshoot a page that does not load or display correctly
  • Check a missing notification email
  • Investigate a problem that comes and goes
  • What to do when changes will not save
  • Check unexpected duplicate records or activity
  • Report suspected unauthorised account activity
View Categories
  • Infinity3 Help Centre
  • Infinity3 Platform
  • Courses & Memberships
  • Test the learner experience in Infinity3

Test the learner experience in Infinity3

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Check the complete journey before inviting customers to your course.

Before you start

Prepare a test contact with an email address you can access. Have your course offer and customer portal ready.

Review your portal

  1. Open Memberships → Client Portal → Settings.
  2. Review the available branding, domain and login settings.
  3. Check that the learner-facing name and images match your business.
  4. Save any changes and confirm the portal address you will share.

Test as a learner

  1. Use the intended enrolment route with your test contact.
  2. Check that the correct offer is granted and the access email arrives.
  3. Open the learner portal in a separate browser session.
  4. Follow the login or password setup steps shown.
  5. Confirm that the expected course appears.
  6. Open lessons, play videos, download resources and follow links.
  7. Repeat the main checks on a phone.

For a paid course, use your payment provider’s supported testing process where available and check the resulting access.

Things to know

  • An administrator preview may show content a learner cannot access.
  • Check any start dates, expiry dates and scheduled lesson releases.
  • Test the actual email and portal journey, not only the course editor.
  • Access links can be personal or temporary; avoid using them as public website links.

If the learner view differs from your setup, contact Infinity3 with the course, offer and test contact.

Updated on 08/10/2026
Grant access to a course in Infinity3Troubleshoot course access in Infinity3

Infinity3

Halton Mill, Mill Lane
Halton, Lancaster, LA2 6ND

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  • Home
  • Solutions
    • Business Growth
    • Generate More Leads
    • Websites That Convert
    • Save Time & Work Smarter
    • AI & Automation
    • Customer Communication
    • Reputation & Reviews
    • New Business Launch
    • Explore All Solutions
  • Services
    • Web Design
    • Search Engine Optimisation (SEO)
    • Lead Generation
    • Content & Creative
    • AI Solutions
    • Managed Hosting
    • Website Policies
    • Website Care Plans
    • Explore All Services
  • Infinity3 Platform
    • Customer Management
    • Communication
    • Automation
    • AI
    • Marketing
    • Reporting & Insights
    • Integrations
    • Apps
    • Plans & Pricing
    • Platform Upgrades
    • Compare Infinity3
    • What’s New
    • Explore Infinity3 Platform
    • Book a Demo
  • Industries
    • Driving Schools
    • Professional Services
    • Trades
    • Small Business
    • Training Providers
    • Hospitality & Tourism
    • Healthcare
    • Charities
    • Explore All Industries
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    • Case Studies
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    • See Our Work
    • Client Reviews
    • Awards & Recognition
    • Explore Success Stories
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  • Call 07460 787400