Configure your account - business details, team access, notifications, billing, and more.
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Configure your account - business details, team access, notifications, billing, and more.
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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.
The Business Details section stores your company information and branding.
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.
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.
Upload your company logo and set your brand color. These are applied to:
Keeping your branding consistent across all touchpoints reinforces a professional appearance.
The Access section controls who can log in to your sub-account and what they can do.
View all users in your account. To invite a new user:
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 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:
Assign roles to users when inviting them or from their user profile.
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.
Configure how you and your team are notified about events in the platform.
In-app notifications appear as a badge in the navigation bar. You can enable or disable notifications for specific event types:
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.
The Billing section shows your current subscription and usage.
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.
Track your usage against plan limits, including:
Usage meters show how close you are to each limit.
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.
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.
Three limits that used to be fixed can now be raised or lowered yourself, rather than being something to work around:
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.
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 "support@yourcompany.com." Anywhere you insert that merge field, it resolves to the stored value. When you update the custom value, every reference updates automatically.
Custom values are especially useful for information that appears in many places and may change - support emails, office addresses, scheduling links, or standard disclaimers.
The audit log records every significant action taken in your sub-account so you can track who changed what and when.
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.
Filter the audit log by:
The audit log is read-only. Entries cannot be edited or deleted, ensuring a reliable record of account activity.
| 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 |