Kassa Connect – User Guide (UK)

Kassa Connect
User Guide

Everything you need to know about getting started, managing your free trial, and choosing the right subscription plan for your UK business.

v2.0 • Updated 2026 10 min read For Clients & Business Owners
Your Complete Reference
Sign‑up • Trial • Subscriptions

Introduction

Welcome to Kassa Connect – the intelligent WhatsApp assistant that helps you never miss a customer call or message again.

This user guide walks you through every step of your journey with Kassa Connect. Whether you are just signing up, waiting for approval, exploring your free trial, or deciding which subscription plan fits your business, you will find clear instructions and helpful tips here.

We have designed the system to be simple and intuitive, so you can focus on what matters most – growing your business. If you ever have questions, our support team is always ready to assist.

Who is this guide for?
  • Business owners – learn how to set up your account and use Kassa Connect.
  • Team members – understand the features and how to manage your subscription.

1. Client Registration

Getting started is easy. Just fill out the registration form and we will take care of the rest.

1.1 User Signup

Visit our website and click on the "Sign Up" or "Get Started" button. You will be asked to provide some basic information about your business, including:

  • Business name
  • Owner's full name
  • Email address
  • Phone number

Once you submit the form, your account is created and you will receive a confirmation email. But hold on – before you can start using Kassa Connect, we need to review your registration.

1.2 Pending Approval

After signup, your account goes into a pending status. This means you cannot access the client dashboard just yet. Instead, you will see a page letting you know that your registration is being reviewed by our team.

This step helps us ensure that only legitimate businesses join the platform and that your trial starts at the right time.

What to expect while pending

You will receive an email notification as soon as your account is approved. Until then, you will not be able to log in to the dashboard. If you try to access the dashboard directly, you will be redirected back to the pending page.

1.3 Restricted Access

While your account is pending, you cannot use any of the Kassa Connect features. This is a temporary measure to protect both you and us. Once approved, you will have full access to everything.

2. Approval & Trial Activation

Our team reviews each registration to ensure quality and prevent misuse. Here is what happens after you sign up.

2.1 Review Process

Once we receive your registration, our support team will review the information you provided. This usually takes less than 24 hours, but may vary depending on the volume of applications.

You do not need to do anything during this time – just keep an eye on your email inbox (and spam folder) for our approval notification.

When your account is approved
  1. Your account status changes from pending to active.
  2. A 14‑day free trial is automatically activated for you.
  3. You will receive a welcome email with instructions on how to log in and start using Kassa Connect.
  4. You can now access your client dashboard and explore all features.

2.2 Trial Activation upon Approval

Your 14‑day free trial starts only after we approve your account. This means you get the full trial period to explore everything, without wasting days waiting for review.

Once approved, you can immediately log in and begin using Kassa Connect to handle customer calls and messages.

3. Trial Management and Subscription Plans

After approval, you have 14 days to test all premium features. Here is how the trial works and how you can continue after it ends.

3.1 Dashboard Access During Trial

During your active trial, you can log in to your client dashboard and use every feature of Kassa Connect without any limits. The dashboard will show a clear trial countdown – so you always know how many days are left.

This is the perfect time to set up your assistant, configure your menu, and see how the system handles your customers.

3.2 Subscription Options

Kassa Connect offers two simple plans, both giving you the same great features. The only difference is the billing cycle:

Plan Name Billing Cycle Price (£) Savings
Monthly Kassa Connect Monthly 9.99
Yearly Kassa Connect Annually 99.50 SAVE 17%

You can view these plans on your dashboard at any time. The yearly plan is clearly marked with a "SAVE 17%" badge so you can see the value at a glance.

3.3 Trial Expiry Logic

We want you to make the most of your trial, so we have built a helpful reminder system:

24‑Hour Pre‑Expiry Reminder One day before your trial ends, we will send you an email reminder so you can subscribe without interruption.
Automatic Expiration When the trial ends, your premium features are paused. You can still log in, but you will see a message to choose a plan.
Daily Reminders After Expiry If you haven't subscribed yet, we will send you a gentle reminder each day until you decide.
After your trial ends

You can still log in to your account, but you will see a clear message: "Your 14‑day trial has ended. Choose a subscription to continue." Simply pick a plan and complete the payment to instantly reactivate all features.

3.4 Upgrading to a Paid Subscription

When you are ready to subscribe, just follow these simple steps:

  1. Choose your plan – Monthly or Yearly from your dashboard.
  2. Proceed to payment – you will be redirected to a secure payment page.
  3. Complete payment – enter your card or mobile payment details.
  4. Instant activation – your subscription is activated immediately, and all features are restored.

3.5 Subscription Management

Once you are a subscriber, you have full control over your plan:

  • Switch plans – you can change between Monthly and Yearly at any time from your dashboard.
  • Cancel auto‑renewal – if you do not want your subscription to renew automatically, you can cancel it. Your service will continue until the end of the current billing period, then stop.

4. Frequently Asked Questions & Troubleshooting

Here are answers to the most common questions users have about Kassa Connect.

After registration, your account is placed in a pending status. You will see a page confirming that your application is being reviewed. You will also receive an email once your account is approved and your free trial begins.

Approval is typically completed within 24 hours. You will receive an email as soon as your account is approved.

The trial gives you full access to all premium features – exactly the same as a paid subscription. You can test everything without any limitations.

No, you do not need to enter any payment information to start your trial. You will only be asked for payment details when you decide to subscribe to a paid plan.

Your account will change to expired, and premium features will be paused. You can still log in, and you will be prompted to choose a paid plan. You will also receive daily email reminders until you subscribe.

From your dashboard, select either the Monthly or Yearly plan. You will be guided through a secure payment process. Once payment is complete, your subscription is active immediately.

Yes, you can switch plans at any time from your dashboard. The system will handle the adjustment for you.

You can cancel auto‑renewal from your dashboard. Your subscription will remain active until the end of the current billing period, after which it will not renew.

Check your spam or junk folder. If you still cannot find it, please contact our support team with your registered email and business name.

Double‑check your payment details and try again. If the problem persists, contact your bank or payment provider. You can also reach out to our support for further assistance.

Make sure you are logged in with the correct account. Clear your browser cache and cookies, then try again. If the issue continues, please contact support.

Need further assistance?

Our support team is here to help you with any questions about registration, trials, or subscriptions.

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Kassa Connect – Empowering UK businesses with smart WhatsApp systems.

020 7946 0123  |  Raise a Ticket

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