Help centre
How can we help?
Step-by-step guides for every part of HappyNoodle — what each tool is, when to use it and exactly how.
Getting started
Sign up, choose a plan and set up your workspace.
Plans & billing
Free, Pro and Agency — what each includes and how to change.
Win work
Contacts, pipeline, estimates and proposals.
Deliver & get paid
Projects, invoices, portal, accounting and capacity.
Communicate
Conversations, calendar, booking, tasks, forms and chat.
Grow & automate
Automations, campaigns, reviews, directory and Noodle.
Team & agency
Seats, roles and the agency console.
Account, security & data
Settings, security, GDPR export and cancellation.
Troubleshooting
Fixes for the most common problems.