Help & Support
Most answers are right here.
- All systems operational
Getting Started
New here? Start with these.
Copy one email address. Paste it into your form settings. Done.
Add your mobile number and verify it gets alerts correctly.
Route different forms to different people on your team.
Write the text customers receive when you're off the clock.
View lead history, add notes, and track inquiry details.
Upgrade, downgrade, or update your payment method.
Compatibility
Works with what you already use.
Don’t see your platform? It probably still works. If your form sends email notifications, Dash Dolphin can read them. Contact us if you’re not sure, and we’ll check for you.
FAQ
Questions we hear all the time.
Do I need to change my website or forms?
No. Your forms stay exactly the same. The only change is adding Dash Dolphin’s notification email address to your form’s settings — the same place you’d add any email address to receive submissions. Your form still sends your regular email too. Nothing breaks.
How long does setup actually take?
Most people are live in under 5 minutes. You create a form connection in your dashboard, copy the email address it gives you, then paste it into your website form’s notification settings. Submit a test and your phone buzzes. That’s it. No developers, no plugins, no code.
I have multiple forms — do I have to connect them separately?
Yes, but it’s fast. Each form gets its own connection in your Dash Dolphin dashboard, and each connection has a unique email address. This is actually a feature — it means you can route different forms to different phone numbers. Your quote request form goes to you, your emergency form goes to your on-call tech, and so on.
I set it up but I'm not getting texts. What do I check?
Three things to check in order: (1) Make sure you added Dash Dolphin’s email to your form’s notification settings — not just the confirmation email. (2) Submit a real test form and check your spam folder in Gmail if you use it. (3) Verify your phone number is confirmed in your dashboard. If you’ve done all three and still nothing, open a support ticket and we’ll walk through it with you.
Can I set up after-hours auto-replies?
Yes. In your dashboard you can write a custom message for after-hours and weekends. When someone submits your form outside your set business hours, they automatically receive that text — signed with your name, from your Dash Dolphin number. They stop shopping around. You get the notification on your schedule.
How fast does the text actually arrive?
Under 10 seconds in almost all cases. In our testing, most alerts arrive in 3–5 seconds — often before the customer has closed the browser tab. The only variable is email delivery speed from your form provider, which is usually instantaneous.
What does the text message look like?
It’s a clean, human-readable summary — not a raw dump of form fields. You’ll see the customer’s name, what service they’re asking about, any details they included, and a tap-to-call phone number (if they provided one). The AI strips out the noise and gives you just what you need to make the call.
Will I still get email notifications from my form?
Yes. Dash Dolphin adds SMS on top — it doesn’t replace anything. Your form sends its normal email to you AND to Dash Dolphin’s processing address. Your email setup stays exactly as is.
How does the spam filtering work?
Every submission goes through an AI filter before it reaches your phone. Bots, fake submissions, marketing pitches, and irrelevant noise are identified and discarded automatically. They never count against your plan limit and they never buzz your phone. If you get a text, it’s a real person.
Can I route different forms to different team members?
Yes — this is one of the most useful things Dash Dolphin does. Each form connection in your dashboard can be pointed to a different phone number. Quote requests go to your office manager. Emergency calls go to whoever is on call. You set it up once and forget about it.
Is there a contract or commitment?
No contracts. No annual commitments required. You can cancel anytime from your dashboard with one click. If you’re on annual billing and cancel within 60 days, you get a full refund — no questions, no guilt trips.
What happens if I go over my monthly submission limit?
We’ll send you a heads-up email when you hit 80% of your limit. If you exceed it, you won’t lose functionality — overage submissions are queued and processed, and you’ll be prompted to upgrade at the end of the billing cycle. We don’t cut you off in the middle of a busy month.
How do I upgrade or downgrade my plan?
Log into your dashboard, go to Settings → Billing, and choose your new plan. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle. The difference is prorated either way.
How do I update my payment method?
Dashboard → Settings → Billing → Payment Method. All card processing goes through Stripe. Dash Dolphin never sees or stores your card details.
How do I add or remove team members?
From your dashboard go to Settings → Team. You can invite team members by email and assign them specific form connections. Each person gets their own login and only sees what you give them access to. Available on Crew and Fleet plans.
Can I change the phone number that receives alerts?
Yes. Go to your dashboard, open the form connection you want to update, and edit the destination phone number. The change takes effect immediately on the next submission.
How do I cancel my account?
Dashboard → Settings → Billing → Cancel Plan. If you cancel within your first 60 days, you get a full refund. After that, your account stays active through the end of your current billing period. Your lead history is available to export before cancellation.
I forgot my password. How do I reset it?
Go to the login page and click “Forgot password.” You’ll get a reset email within a minute. Check your spam folder if it doesn’t show up. Still stuck? Open a ticket with your account email and we’ll sort it out.
Pro Tips
Get more out of Dash Dolphin.
Don't assume it's working. Fill out your own form right after connecting it. You'll get your first text in seconds and know everything is live.
Don't use the default. Customers respond better to something that sounds like a real person texted them — casual, warm, signed with a real name.
If you have a "24/7 emergency" form, route it to whoever actually handles emergencies — not your main inbox. That one change alone is worth the setup.
Your dashboard logs every inquiry with timestamps. If a customer calls before you do, a quick glance tells you exactly what they asked about.
Turn on notification scheduling so you only get buzzed during hours you actually want to respond. After-hours auto-reply handles the rest automatically.
Even one line — "Quoted $2,800. Following up Friday." — turns your lead history into a lightweight CRM you can actually use.
Still need help? Your answer is one message away.
Real questions get real answers — from a real person who knows the product. Log into your dashboard to open a support ticket. We respond during business hours, usually the same day.
- Same-day response, Mon–Fri
- Real humans, no bots
- We'll set it up for you if needed