Contact Management
Background When you attempt to store a credit card for a customer, we attempt to authorize it for $0.01 or $1.00 to ensure that the card is valid and the a...
Thu, 14 Mar, 2024 at 11:37 AM
In certain sections of Molo you will see a Files tab where you can upload images, PDF's, word processing documents, and other files to Molo. Here are so...
Wed, 26 Dec, 2018 at 5:56 PM
"How do I limit how much a customer can charge to their house account?" "What happens when a customer’s house account exceeds the limit?&qu...
Tue, 9 Dec, 2025 at 8:07 AM
"How can I delete a customer account?" "How can I remove this customer?" Resolution Steps On the left menu, navigate to Contact...
Tue, 2 Dec, 2025 at 10:12 PM
"How do I assign or update a slip owner in Molo?" "Where can I add who owns a slip?" Resolution Steps Go to Marina Settings on the...
Tue, 9 Dec, 2025 at 8:56 AM
"I need to securely store and verify a bank account for ACH payments." "How do I add bank accounts to my customer accounts?" Molo...
Fri, 5 Dec, 2025 at 10:42 AM
Summary The new Contact List page is meant to bring a bunch of improvements and optimizations that have been requested by current Molo users. It allows you...
Wed, 3 Mar, 2021 at 1:10 PM
Bulk Emailing allows you to email directly out of Molo without the need to integrate with a third party email client. This video explains how Bulk Emailing ...
Fri, 5 Dec, 2025 at 10:25 AM
"I'm not receiving any e-mails from Molo." "Some customers are reporting they didn't get any e-mails from Molo." "Why do...
Mon, 1 Dec, 2025 at 3:00 PM
"Our customers aren't receiving any of our emails. How can we fix this?" "Our customers reached out saying we haven't sent them any...
Mon, 1 Dec, 2025 at 3:05 PM