Account Settings

Accessing Settings

Navigate to Settings in the sidebar to access all configuration options.

Profile Settings

Display Name

Your name shown on booking pages and in communications.

1. Go to Settings > Profile
2. Enter your Display Name
3. Save changes

This appears to prospects as the person they're booking with.

Email Address

Your login email and notification recipient.

• Used for account login
• Receives booking notifications
• Appears in calendar invites

To change email:

1. Go to Settings > Profile
2. Update Email
3. Verify new email address

Reply-to email

Booking confirmations and reminders are sent to prospects by SalesCal on your behalf. When a prospect replies to one of those emails, the reply goes to your reply-to address.

• Default: your login email — replies reach you with no setup
• Set a different address (for example a shared team inbox) under Settings > Profile > Reply-to email
• Leave the field blank to keep using your login email

Profile Photo

Optional photo shown on booking pages.

1. Click Upload Photo
2. Select an image file
3. Crop if needed
4. Save

Recommended: Professional headshot, square format

Timezone Settings

Critical Setting: All your availability is based on this timezone.

1. Go to Settings > Profile
2. Find Timezone
3. Select your timezone
4. Save

Timezone Impacts

• Your availability hours are in this timezone
• Calendar events show in this timezone
• Prospects see converted times in their timezone

Changing Timezone

When you change timezone:

• Existing events maintain their actual times
• New availability interpreted in new timezone
• Review your schedule after changing

Company Settings

Company Name

Your business name shown on booking pages.

1. Go to Settings > Company
2. Enter Company Name
3. Save

Appears on:

• Booking pages (if configured)
• Team event URLs
• Email communications

Company Slug

URL-friendly identifier for team booking links.

https://yourdomain.com/b/[company-slug]/[event-slug]

Example: For "Acme Consulting", slug might be acme-consulting

Rules:

• Lowercase letters and numbers only
• Hyphens allowed
• Must be unique
• Cannot be changed easily once set

Company Logo

Your logo displayed on booking pages.

1. Click Upload Logo
2. Select image file
3. Preview and save

Recommended:

• Format: PNG with transparent background
• Size: 200x50px or similar horizontal ratio
• File size: Under 500KB

Brand Color

Shown as your booking page avatar when no company logo is uploaded.

1. Go to Settings > Company
2. Find Brand Color
3. Pick a color with the color picker, or type a hex value (e.g. #3b82f6)
4. The preview circle to the right shows what prospects will see — either your logo (if uploaded) or the first letter of your company name on the brand color
5. Save

If you have a company logo uploaded, the logo takes precedence on booking pages and the brand color isn't shown — it's purely the avatar fallback for when no logo is set.

Questions

Settings → Questions is where you manage your team's shared question library — every custom question added to any event, across every builder, lands here automatically.

1. Go to Settings > Questions
2. Search for a question by label or identifier
3. Use the actions menu on a question to:
   • Edit its label or answer choices — this updates the question on every event that uses it (a confirmation lists the affected events first)
   • Merge fields to fold a duplicate into this one — pick another question of the same type to absorb, and every event that used it switches to this question. A warning first shows what won't carry over (any answer choices unique to the absorbed question, and its CRM mapping if this question already has one). Past answers stay in each lead's history under the old question name. The absorbed question is then deleted, and this can't be undone.
   • Archive it to hide it from the "Reuse a saved question" pickers in both builders, without affecting events already using it
   • Unarchive a previously archived question to make it reusable again
   • Delete it, once it's no longer used on any event

Each question shows its identifier (the short key used in CRM mappings and exports) and how many events it's used on.

Notification Settings

Email Notifications

Configure which emails you receive:

Toggle each on/off based on preference.

Notification Email

Where notifications are sent:

• Default: Your account email
• Can specify alternative email

Password & Security

Changing your password

Password changes happen via the reset-password flow rather than an in-app form.

1. Sign out
2. On the login page, click Forgot password?
3. Enter your account email
4. Open the reset email and follow the link
5. Set a new password

Two-Factor Authentication

Add an authenticator app (TOTP) as a second factor at sign-in. Required for platform-admin actions like impersonation.

Set up your first authenticator:

1. Go to Settings > Security
2. Click Set up authenticator app
3. Scan the QR code with your authenticator app — Google Authenticator, 1Password, Authy, or any TOTP-compatible app
   • If you can't scan, copy the secret shown below the QR code and enter it manually
4. Enter the 6-digit code from your authenticator app
5. Click Verify

Your session is upgraded as soon as you verify. No backup codes are generated — make sure your authenticator app is backed up (most modern apps sync to the cloud).

Add another authenticator:

If you already have one set up, click Add another authenticator on the Security tab and repeat steps 3–5. Having a second factor enrolled is a useful safety net in case you lose your primary device.

Remove an authenticator:

Click the trash icon next to it on the Security tab and confirm. You'll lose two-factor protection until you enroll another one.

Integrations

See dedicated guides for each integration:

• Google Calendar
• Zoom
• GoHighLevel

Viewing Connected Integrations

1. Go to Settings > Integrations
2. See all available integrations
3. Green check = connected
4. Click to manage each

Billing (Owners Only)

Viewing Subscription

1. Go to Settings > Billing
2. See current plan
3. View usage
4. Review invoices

Managing Subscription

• Upgrade or downgrade plan
• Update payment method
• View billing history
• Download invoices

Payment Methods

• Add/remove credit cards
• Set default payment method
• View payment history

Data & Privacy

Exporting Your Data

To export your data:

1. Go to Settings > Data
2. Click Export Data
3. Select what to export
4. Download files

Deleting Account

Warning: This permanently deletes all data.

1. Go to Settings > Account
2. Click Delete Account
3. Enter password to confirm
4. Confirm deletion

What's Deleted:

• Profile and settings
• All events
• All leads and meetings
• Calendar integrations removed

Settings by Role

Best Practices

Complete Your Profile

• Add display name
• Upload professional photo
• Set correct timezone

Verify Timezone

• Double-check timezone setting
• Affects all scheduling
• Test book yourself to verify

Keep Integrations Current

• Re-authorize when prompted
• Update if permissions change
• Test after any changes

Security First

• Use strong password
• Enable 2FA if available
• Review connected apps periodically

Troubleshooting

Settings Not Saving

• Check for validation errors
• Refresh and try again
• Clear browser cache

Timezone Wrong

• Verify setting in profile
• Check browser timezone
• Calendar events may show differently

Logo Not Displaying

• Check file format (PNG/JPG)
• Verify file size
• Try re-uploading

Can't Access Billing

• Only owners see billing
• Check your role with team owner

Related Guides

• Team Setup - Team configuration
• Roles & Permissions - Access levels
• Weekly Schedule - Availability setup
• Custom Form Fields - Where saved questions come from