Common Inquiries

Here’s a full article + outline for Common Inquiries & FAQs, based on your most frequent support instances. This format keeps it clear, scannable, and fast to resolve — ideal for a Help Center page or inside the OS Chat Widget.

🧰 OS Common Inquiries & FAQs

“Fast fixes. Clear answers. No waiting.”
This guide covers the most common questions we get inside OS — organized by topic, with simple steps and links to resolve each one without a support call.
Use this like your personal OS troubleshooting map. 📍

📚 QUICK OUTLINE (Jump to Your Topic)

  1. Email Setup & Deliverability
  1. Automations & Workflows
  1. Contacts Management
  1. Community Setup
  1. Phone & A2P Setup
  1. Domain Connection
  1. Funnels & Websites
  1. Payments & Integrations
  1. Forms & Surveys
  1. Social Media (IG/FB)
  1. Account Cancellation
  1. Calendar + Booking
  1. Video Conferencing (Zoom/Meet)
  1. Partners Program
  1. Courses & Client Access
  1. OS Academy Access
  1. Pipelines & Opportunity Flow

1. Email Setup & Deliverability

Common Issues:
  • Emails landing in spam
  • Inboxes not syncing
  • No sender name or branding
✅ Fix It Fast:

2. Automations & Workflows

Common Issues:
  • Triggers not firing
  • Leads not entering sequence
  • Conditions not working
✅ Fix It Fast:
  • Use “Test Flow” button before going live
  • Be sure each trigger has a start action (like form submission or tag applied)

3. Contacts Management

Common Issues:
  • Duplicates
  • Missing tags
  • No visibility on last actions
✅ Fix It Fast:
  • Use filters to segment by status, tags, or automation steps

4. Community Setup

Common Issues:
  • Clients not seeing their content
  • Posts not visible
  • Can’t invite users
✅ Fix It Fast:
  • Use “Preview as Member” to test
  • Always link directly to a section, not just the dashboard

5. Phone & A2P Setup

Common Issues:
  • Can’t send texts
  • Messages not delivering
  • Phone not verified
✅ Fix It Fast:

6. Domain Connection

Common Issues:
  • Site not live
  • SSL error
  • DNS settings confusing
✅ Fix It Fast:
  • Wait 1–2 hours for full propagation

7. Funnels & Websites

Common Issues:
  • Funnel steps not saving
  • Buttons not working
  • Page not mobile-friendly
✅ Fix It Fast:
  • Always publish after editing

8. Payments & Integrations

Common Issues:
  • Payments not processing
  • Stripe not connected
  • Checkout page errors
✅ Fix It Fast:
  • Test your payment links before going live
  • Confirm “payment product” is set in automation

9. Forms & Surveys

Common Issues:
  • Forms not submitting
  • No thank-you redirect
  • Responses not tracking
✅ Fix It Fast:
  • Always add submit action + redirect page
  • Test with your email to preview experience

10. Social Media

Common Issues:
  • IG DMs not firing
  • Facebook not syncing
  • Comment automation not working
✅ Fix It Fast:
  • Check permissions + business manager
  • Test your DM trigger with a fresh comment or reply

11. Account Cancellation

Common Issues:
  • Still being billed
  • Didn’t fully cancel
  • No cancellation confirmation
✅ Fix It Fast:
  • Must complete BOTH: cancel in Stripe + notify OS
  • Screenshots required for post-bill refund request

12. Calendar + Booking

Common Issues:
  • Appointments not saving
  • Time zone mismatches
  • Clients not getting reminders
✅ Fix It Fast:
  • Set default time zone
  • Review your reminder workflows under Automations

13. Video Conferencing

Common Issues:
  • Zoom links not showing
  • Wrong meeting times
  • No integration found
✅ Fix It Fast:
  • Double check which calendar is linked to each event
  • Add Zoom as location inside Calendar > Event Type

14. Partners Program

Common Issues:
  • Not sure how to refer
  • Want help building onboarding path
  • No link tracking
✅ Fix It Fast:
  • Chat: “Help with Partner Setup”
  • Request onboarding templates + DFY setup

15. Courses & Client Access

Common Issues:
  • Clients can’t log in
  • Videos not playing
  • Progress not tracking
✅ Fix It Fast:
  • Confirm course is published
  • Use “Preview as User”

16. OS Academy Access

Common Issues:
  • Locked modules
  • Wrong access
  • Can't find login link
✅ Fix It Fast:
  • Use Buildernaut Chat to request reset
  • Make sure you're logged in to the right OS email

17. Pipelines & Opportunity Flow

Common Issues:
  • Leads not progressing
  • Stage automation not working
  • Manual updates not saving
✅ Fix It Fast:
  • Check trigger conditions per stage
  • Use “Update Opportunity” action inside automations
Let me know if you want this turned into a help center page or embedded widget! Would you like it broken into separate mini articles by category too?