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

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

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 Password

1. Go to Settings > Security
2. Enter current password
3. Enter new password
4. Confirm new password
5. Save

Password Requirements:

• Minimum 8 characters
• Mix of letters and numbers recommended

Two-Factor Authentication

If available:

1. Go to Settings > Security
2. Click Enable 2FA
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes

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