Settings

Settings is where you configure your sub-account. From business information and branding to team permissions and billing, everything that shapes how your account operates lives here.

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Business Details

The Business Details section stores your company information and branding.

Agency Information

Enter your business name, phone number, email address, website, and physical address. This information is used across the platform - in email footers, booking pages, invoices, and other client-facing materials.

Business Hours

Set your standard operating hours for each day of the week. Business hours are used as defaults for appointment availability and can influence when automated messages are sent.

Branding

Upload your company logo and set your brand color. These are applied to:

• Booking pages
• Forms
• Email templates
• Client-facing documents

Keeping your branding consistent across all touchpoints reinforces a professional appearance.

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Access

The Access section controls who can log in to your sub-account and what they can do.

Users

View all users in your account. To invite a new user:

1. Click Invite User
2. Enter their name and email address
3. Select a role
4. Click Send Invite

The user receives an email invitation. Once they accept, they can log in and access the modules their role permits.

You can deactivate a user to revoke their access without deleting their account. Deactivated users can be reactivated later.

Roles

Roles define what a user can see and do. Each role has a set of permissions across modules - for example, a role might have full access to contacts and conversations but read-only access to reporting.

To create a custom role:

1. Go to Roles
2. Click Create Role
3. Enter a name
4. Set permissions for each module (full access, read-only, or no access)
5. Click Save

Assign roles to users when inviting them or from their user profile.

Teams

Teams group users together for assignment and filtering purposes. For example, you might have a "Sales" team and a "Support" team. When assigning a contact, opportunity, or conversation, you can assign to a team, and any member of that team can pick it up.

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Notifications

Configure how you and your team are notified about events in the platform.

In-App Notifications

In-app notifications appear as a badge in the navigation bar. You can enable or disable notifications for specific event types:

• New conversation message received
• Task assigned to you
• Task due date approaching
• Appointment booked, cancelled, or rescheduled
• Opportunity stage changed
• Form submission received
• Workflow errors

Email Notifications

Email notifications send an alert to your email address for the same event types listed above. Enable or disable each type independently from in-app notifications - for example, you might want in-app alerts for new messages but email alerts only for workflow errors.

Each user controls their own notification preferences from their profile settings.

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Billing

The Billing section shows your current subscription and usage.

Current Plan

View your plan name, included features, and billing cycle (monthly or annual). If multiple plan tiers are available, you can compare plans and upgrade or downgrade.

Usage

Track your usage against plan limits, including:

• Number of contacts
• Number of users
• Messages sent (email and SMS)
• Storage used

Usage meters show how close you are to each limit.

Managing Your Subscription

Update your payment method, view past invoices, and manage your subscription. Changes to your plan take effect at the start of your next billing cycle unless otherwise noted.

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Custom Values

Custom values are reusable merge-field values that you define once and reference throughout the platform - in email templates, workflows, forms, and documents.

For example, you might create a custom value called "Support Email" with the value "[email protected]." Anywhere you insert that merge field, it resolves to the stored value. When you update the custom value, every reference updates automatically.

Creating a Custom Value

1. Go to Custom Values
2. Click Add Value
3. Enter a name and value
4. Click Save

Custom values are especially useful for information that appears in many places and may change - support emails, office addresses, scheduling links, or standard disclaimers.

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Audit Log

The audit log records every significant action taken in your sub-account so you can track who changed what and when.

What Is Logged

• User logins
• Record creation, updates, and deletion (contacts, opportunities, tasks, etc.)
• Settings changes
• Role and permission changes
• Workflow activations and deactivations
• Billing changes

Viewing the Log

The audit log displays entries in reverse chronological order. Each entry shows the action taken, the user who performed it, the affected record, and a timestamp.

Filtering

Filter the audit log by:

• User - See all actions by a specific team member
• Action type - Filter to creations, updates, deletions, or logins
• Date range - Narrow to a specific time period
• Module - Focus on actions within a specific module (contacts, opportunities, settings, etc.)

The audit log is read-only. Entries cannot be edited or deleted, ensuring a reliable record of account activity.

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Summary