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.

Covering a Client's Usage Yourself#

Usage costs (messaging, calls) normally bill through to the client whose sub-account produced them. Billing passthrough is a per-sub-account switch in Admin that flips this: turn it on for a client and your agency absorbs their usage instead.

Use it when a client is on a flat all-in retainer and you would rather they never saw a usage line. It is set per client, so you can absorb usage for one and pass it through for the next.

Adjusting Your Own Limits#

Three limits that used to be fixed can now be raised or lowered yourself, rather than being something to work around:

• Workspace send caps - how much email and SMS the workspace can send.
• Per-workflow daily execution cap - how many times a single workflow may run in a day.
• Per-user hourly composer limit - how many messages one person can send by hand in an hour.

They exist to contain a runaway automation or a compromised account, so raise them deliberately. If you find yourself lifting the workflow cap repeatedly, check that the workflow is not re-entering in a loop before assuming the cap is the problem.

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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#

Section	What You Configure
Business Details	Company name, address, phone, email, business hours, logo, and brand color
Access	Users (invite, deactivate), Roles (permissions per module), Teams (group users)
Notifications	In-app and email alerts per event type, configured per user
Billing	Current plan, usage meters, payment method, invoices, and subscription management
Custom Values	Reusable merge-field values for templates, workflows, and documents
Audit Log	Searchable log of all actions filtered by user, action type, date, and module