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FAQ

Frequently Asked Questions (FAQ)

Find answers to the most common questions about Dotify. If you can’t find what you’re looking for, contact us through the in-app support.

Account and Registration

How can I sign up for Dotify?

You can sign up for Dotify in two ways:

  • Email and password: enter your email address and choose a secure password. After registration, you will receive a verification email to confirm your address.
  • Google OAuth: click on “Sign in with Google” to register and log in using your Google account. You won’t need to create or remember a dedicated password.

Can I sign in with my Google account?

Yes, Dotify supports Google OAuth login. You can use it both for registration and subsequent logins. If your Google account has two-step verification enabled, you will benefit from an additional layer of security.

Why do I need to verify my email?

Email verification is required to ensure that the email address used is real and actually belongs to you. This protects your account and ensures that Dotify notifications and communications reach you correctly. After registration, check your inbox (including the spam folder) and click the confirmation link.

I forgot my password. How can I recover it?

From the login page, click on “Forgot password”. Enter the email address associated with your account and you will receive an email with instructions to reset your password. The reset link has limited validity for security reasons.

Plans and Payments

What are the differences between plans?

Dotify offers four plans:

  • Free (€0): ideal for getting started, includes basic features with limits on clients, deadlines, and suppliers.
  • Essential (€7.99/month or €79.90/year): unlimited clients, deadlines, and suppliers, sub-deadlines, shared costs, custom statuses, and data export.
  • Plus (€11.90/month or €119.90/year): everything in Essential plus client portal, custom SMTP, custom email logo and footer, custom email templates.
  • Ultimate (€16.90/month or €169.90/year): everything in Plus plus unlimited team members and priority support.

See the Plans and Subscription page for the full comparison table.

How can I upgrade my plan?

Go to Settings > Subscription and select the desired plan. Dotify will show you a cost preview, including the pro-rata calculation. The upgrade is immediate: the new features will be available right away.

What happens when I downgrade?

The downgrade is scheduled at the end of the current billing period. You will continue to have access to all the higher plan’s features until expiration. At the next renewal, the plan will be updated and features not included in the new plan will no longer be available. Your data will not be deleted, but some features may be limited.

What payment methods do you accept?

Payments are managed through Stripe. We accept Visa, Mastercard, and American Express credit and debit cards, as well as other methods supported by Stripe in your geographic area. The billing currency is the Euro (EUR).

How can I manage billing and receipts?

From the Subscription section, you can access the Stripe Portal, where you can view invoice history, download PDF receipts, and update your payment methods.

Is there a free trial period?

Yes, we offer a 14-day trial of the Plus plan, completely free and with no credit card required. At the end of the trial period, if you do not upgrade, your account will automatically return to the Free plan with no charges.

Deadlines

How do I create a new deadline?

From the Deadlines section, click on “New deadline”. Fill in the required fields: service name, due date, associated client, supplier (optional), cost, and renewal frequency. You can also add notes and attachments.

How do recurring deadlines work?

Recurring deadlines automatically renew on the scheduled date. You can set the recurrence frequency (monthly, quarterly, annual, or custom) at the time of creation. When a recurring deadline is completed or renewed, Dotify automatically creates the new deadline with the updated date.

What are sub-deadlines?

Sub-deadlines (available from the Essential plan) allow you to create deadlines linked to a main deadline. They are useful for breaking down a complex project into smaller tasks. For example, the main deadline “Website Renewal” can have sub-deadlines like “Domain Renewal”, “Hosting Renewal”, “SSL Certificate Renewal”.

Can I customize deadline statuses?

Yes, from the Essential plan onwards you can create custom statuses for deadlines, with names and colors of your choice. This allows you to adapt the workflow to the specific needs of your business (e.g., “Awaiting payment”, “To renew”, “Confirmed by client”).

Email and Notifications

How can I customize the emails sent by Dotify?

From the Plus plan, you can customize emails in several ways:

  • Logo: upload your business logo in the email header.
  • Footer: customize the footer text with your business information.
  • Templates: customize email templates with your style and content.
  • Custom SMTP: send emails from your domain for a more professional communication.

How do I configure a custom SMTP server?

Go to Settings > Email and enter your SMTP server details: host, port, username, password, and encryption type. After saving, Dotify will perform an automatic health check to verify everything is working correctly. If the server is unreachable, you will receive a notification.

What variables can I use in email templates?

Dotify provides several dynamic variables that you can insert into email templates. These variables are automatically replaced with real data at the time of sending. Available variables typically include:

  • Client name
  • Deadline/service name
  • Due date
  • Amount and currency
  • Organization name
  • Client portal link

The complete list of available variables is visible directly in the email template editor within Dotify.

Client Portal

How do I activate the client portal?

The client portal is available starting from the Plus plan. Once the plan is activated, the portal is automatically available at your organization’s dedicated URL. You can invite clients to the portal from their card in Dotify or share the link directly.

How does OTP access work for clients?

Portal access is via OTP (One-Time Password):

  1. The client enters their email address on the portal page.
  2. They receive a 6-digit numeric code via email.
  3. They enter the code on the verification screen.
  4. The code is valid for 10 minutes. If it expires, they can request a new one.

No registration or password is required. The client’s email must match the one registered in their card in Dotify.

Can my clients see other clients’ data?

Absolutely not. Each client can see only their own deadlines. Data isolation is guaranteed at the system level and it is not possible for a client to access the information of another client in your organization.

Security

Is my data safe?

Yes, security is an absolute priority for Dotify. Here are the main measures in place:

  • Encryption: all supplier credentials are encrypted in the database.
  • HTTPS: all communications between your browser and Dotify are protected with SSL/TLS encryption.
  • Stripe: payment data is handled directly by Stripe and never passes through Dotify’s servers.
  • HTTP-only cookies: client portal sessions use secure cookies not accessible via JavaScript.
  • Cloudflare Turnstile: anti-bot protection on login and registration pages.
  • Account lockout: brute force protection with a 15-minute temporary lockout after too many failed attempts.

Is Dotify GDPR compliant?

Dotify is designed in compliance with the General Data Protection Regulation (GDPR). Data is processed in accordance with European privacy regulations. You can consult our privacy policy for full details on personal data processing.

Are supplier credentials encrypted?

Yes, all supplier credentials (username and password) saved in Dotify are encrypted before being stored in the database. Only authorized users in your organization can view them in plain text from Dotify’s interface.

General

What languages does Dotify support?

Dotify is available in 5 languages:

  • Italiano
  • English
  • Español
  • Deutsch
  • Français

You can separately configure the interface language and the language of emails sent to clients.

How can I delete my account?

To delete your account, go to Settings > Account and select the deletion option. If you are the Owner of an organization, you must first transfer ownership to another member or delete the organization. Deletion is irreversible and results in the removal of all data associated with your account.

Warning: before deleting your account, make sure you have exported all data you may need in the future. Once deletion is complete, it will not be possible to recover the data.

How can I contact support?

You can contact the Dotify support team directly from the app through the built-in contact form. Users on the Ultimate plan have access to priority support with reduced response times. For all other plans, support normally responds within 24-48 business hours.

Can I have multiple organizations with the same account?

Yes, Dotify supports multi-organization. With a single account, you can create and manage multiple separate organizations, each with its own clients, deadlines, suppliers, and settings. You can switch between organizations at any time from the main menu.

Previous Plans and Subscription