Getting Started with Index Web

Index Web Login Page: https://app.getindex.com/login 

Please Note: Index Web will be available once your business registration has been approved (you CANNOT access Web during the processing period). You will be notified via text message to your mobile number once your status has been updated.  

Index subscribers can use index Web to communicate with your customers and use Web. Along with using some of the Index business tools to stay connected with your customers.

Topics included in this article:

1. Index Web sign up
2. Web Features and functionality
3. Logging In
4. Tabs Overview
5. Settings Overview
6. Sending a New Message
7. Replying to a Message
8. Deleting Conversations
9. Conversation Options
10. Limitations

Sign up for Web 

We don't currently offer the ability to sign up for a new Index account via Index Web. To create a new Index account (which will give you access to Index Web), please download the mobile app. (Instructions seen here). 

FYI: We only support service to contiguous United States residents while they are within the contiguous US at this time. If you reside outside of the contiguous US, you cannot create an account. We apologize for any inconvenience.

Features & Functionality

The Index mobile features that are also available in Index Web: 

• Templates (view and send only)
  • Cannot create or manage Templates via Web.  
• Payments (read-only)
  • Cannot send payments via Web. 

Note: For the Index tools not included above, please use Index mobile. Index Web was not developed to be used with the full feature set.

Logging In

Current Index subscribers can use their Index number or phone number and mobile password to sign in via the Web.

Tabs Overview

Once you log into Index Web, you'll notice three "tabs" at the top of the page:

• Inbox - Open by default. View your conversation history & create/manage contact details. (See below for details.)  
• Contacts - Manage your Index address book or add/import contacts. (Instructions.)
• Appointments - View, add or manage your appointment types, edit your business name, share your booking link, or book appointments for clients using Index Web. (Instructions.)

Inbox View

Once you've logged in, you will be taken to your inbox where you can:

• View your existing conversations.
• Create a new individual or group message.
• Create or delete an existing contact or add/edit contact details (more info).

Tip: You can enable Desktop Notifications from the inbox. (Click the button to allow notifications)

Settings Overview

Once you have created an account and are logged into Index Web, you have a few Setting options to help you set up/customize your Web account:

Account Info: 

• First Name
• Last Name
• Index Number 
• Registered (mobile) number
• Email: 
  • Enter the email you'd like to link to your Index account (for password reset links, for example)
  • If you've verified your email, it will be stated to the right. 
• Email Notifications 
  • If you'd like to receive an email of each incoming message.

Update Password: 

• Enter your current and new password (twice) if you'd like to update it at any time while logged in.

Options: 

• Sync Google contacts
  • More information seen in How to add or remove Google Contacts sync
• Sync Legacy Contact names
  • Select this button to update any changes (to contact name or other details) performed on Web or mobile. More information on what this button does seen here. 
• Text Tone 
  • Select a text tone for Web (located under the options section).
• Create a Web-based signature. 
  • Click , select Settings, under options, type your signature into the text field, and click Save.

Sending a new message

1. Tap the at the top of the screen to compare a new message.
2. In the 'To' field, enter the number or contact name and press enter (or tab).
   • The number/name will turn gray if you've entered the recipient info correctly. If the name/number is blue, please press enter or tab. 
   • You can add up to 10 recipients to a group message.
3. Type your message into the text box.
4. Press the (or enter on your keyboard) to send the new message.

FYI: You cannot send audio messages via Index Web, however, you may receive and listen to them. Simply click the play button on the audio message within the conversation.  

Replying to an existing message

1. Locate the conversation in your inbox and select to open the conversation.
2. Type your reply into the text box.
3. Press the (or enter on your keyboard) to send the new message.

Tip: To send a message that has multiple paragraphs (pictured below), hold down SHIFT and press enter and you'll be dropped down to the next line. 

Deleting Conversations

Note: You cannot delete individual messages, calls, or voicemails within a conversation while using Index Web; you can only delete an entire conversation.

If you wish to remove certain message(s) from IndexWeb, you will need to delete them from the Index app. 

Important: 

• Deleting messages/conversations/voicemails is a permanent action.  They cannot be recovered by you or Index once they have been deleted.
• If you delete message(s) on Index mobile, they will also be deleted on Index Web.
  • Tip 1: If your Web conversation contains the messages even after you've deleted them from the app, please refresh your web browser.
  • Tip 2: If that doesn't work, try clearing your browser's cache & cookies.

To delete a conversation in Index Web:

1. Locate the conversation in the inbox.
2. Hover over the existing conversation and press to display a list of options.
3. Select Delete Conversation.
4. A pop-up will display to confirm the deletion.
5. Select Delete.

Conversation Options

To make edits to an existing contact or phone number in your inbox, simply hover over the existing conversation and press

The following options are available for individual conversations:

• Rename 
• Delete Conversation
• Block number 
• Set text tone 

Please note: Group messages cannot be renamed, blocked, or have a text tone set. 

Limitations

• You cannot place or receive calls through Index Web. However, you will be able to see any missed calls and listen to your voicemail messages to help you stay connected.
• You cannot delete individual messages or calls in Web.
• Team Number accounts are not compatible with Index Web at this time.

If you have any questions, please submit a request.