General FAQ

What can I do with Ezeassist?

With Ezeassist, you can take care of the gamut of tasks involving customer lifecycle management. Ezeassist is a one-stop platform for everything that needs to be done with regard to customer engagement. Schedule appointments/meetings, conference with your staff and customers, promote your offerings, collaborate with your customers and securely share confidential information (including tasks, notes, documents) online from anywhere at any time.

How can I start using Ezeassist?

Register for your free trial <Link to Sign Up page>. After the quick Business Setup <Link to Core Setup in Knowledge Base>  is complete, you can immediately begin using Ezeassist. 

Modes of payment - Can I pay annually?

You can choose to be billed either monthly or annually. If you think you might need to use Ezeassist only during certain months in a year, choose the monthly billing plan, but if you require the software throughout the year, the annual plan will be economical

Can I pay in the currency of my country?

When you register your business with Ezeassist, you can choose your country in the Business Details page.

If your country is India, the payment option automatically redirects you to CCAvenue page for payment in INR. If you choose any country other than India in the business details page, based on the currency support, you’ll be redirected to Paypal or Stripe payment methods.

What are the system requirements to use Ezeassist?

Details of the system requirements are:




IE(internet explorer)

>= 9.0

Edge(IE updated version)

>= 12.0

MSIE(Microsoft internet explorer)

>= 8.0


>= 3.0


>= 15.0


>= 5.0


automatically updated

Is it mandatory for a customer to Sign Up with ezeassist?

Not necessary. Your customers can schedule appointments, pay and conference with you by using the Guest Login option, if they don’t wish to sign up for an Ezeassist account.

Can I conference with my clients on Mac or my mobile phone?

Yes, as long as your Mac meets the following system requirements:

Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser

Mac OS X 10.6 – Snow Leopard or newer

Intel processor (1GB of RAM or better recommended)

Cable modem, DSL, or a fast Internet connection.

How to choose a plan? Which plan will work for me?

Choose between Free, Standard, Business, Premium and custom corporate plans. Check out the pricing details and features of the plans here. You can choose the plan that will work for you depending on parameters like storage you require, size of your business etc. 

Can I pause or cancel my subscription and return to the free plan?

Yes, you can cancel your paid plan at any time and enjoy the features till end of plan duration. There will be no penalty for cancellation.

What will happen to my data when cancelled?

You can export all your contacts, customer data etc. before cancelling your paid plan. You can also download all invoices, conversations, meeting recordings, documents prior to cancelling your plan.

How can I ask my customers to use Ezeassist?

You can give your customers the link to your Business URL on Ezeassist for them to schedule appointments with you. Alternatively, you can integrat Ezeassist into your website so that your customers can directly schedule appointments with you.

Through Ezeassist, customers can also share documents, notes and other important files in a safe and secure manner, and make payments online. This gives them incentive to use Ezeassist, rather than commute all over town to meet you for small tasks. 

Can I use Ezeassist on my mobile?

Ezeassist account holders can use the Ezeassist app to start an instant or already-scheduled meeting from an iPhone, iPad, Android device or Windows mobile device.

Can customers view their past and upcoming appointments in Ezeassist?

Yes of course, your customers can login to their registered Ezeassist account to see the past and upcoming appointments with you. Likewise, you and your staff can also view the past and upcoming appointments. 

Does my company need to have a PayPal account to accept online payments from customers?

Yes. You or your company must have a confirmed and verified PayPal account in order to receive payments through PayPal. We recommend using a business or premier PayPal account so your customers won't need to have PayPal accounts to pay you.

Should my customers have PayPal accounts? What other payment methods are accepted?

If you have a business or premier PayPal account, your customers can pay online using major credit cards (Visa, MasterCard, Discover and American Express) or via PayPal. If you have a personal PayPal account, they can only pay online via PayPal.

What if I want to waive or refund bills to my customers?

The Payment features in Ezeassist provide options to waive off and refund bills to your customers. 

Are conference and collaboration features of Ezeassist secured?

Yes, your online meetings, web and teleconference sessions are private and secure. All of our solutions feature end-to-end Secure Sockets Layer (SSL) and 128-bit Advanced Encryption Standard (AES) encryption. No unencrypted information is ever stored in our system.

How does Ezeassist work with Firewalls?

Our solutions use HTTP outbound connections to transparently enable screen-sharing sessions even with corporate firewalls in place. In most cases, organizers and attendees of meetings can connect to the servers without re-configuring firewall settings. 

Do I need to set my browser to accept cookies to use the application online?

You can browse our website without having cookies enabled. However, if you want to log in to an existing account, you will need to adjust your browser's privacy settings to accept cookies. We primarily use cookies to provide you with secure access to your account.

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