Settings, team and your profile.

Account-level configuration, who can get in, and your own preferences.

Account settings

Open Settings in the sidebar. The tabs you see depend on your access level and the modules your account has:

• General — account details, business hours and time zone
• Team — the people with access to this account
• Custom fields — define extra fields for CRM records and choose which record types use them
• Connections — the platforms this account reads from
• Lead capture — endpoints that turn website form submissions into leads

Booking has its own settings under Booking → Settings.

Team and access

Administrators can see who has access and manage the team. Access level decides what someone can change: managing connections, defining custom fields and configuring lead capture are administrator tasks, while day-to-day work in the CRM, calendar and dashboards is not. The one connection anyone can make is their own Google Calendar, for booking.

Your profile

Open your profile from the topbar to set:

• Your own details and avatar
• Your notification preferences
• Your theme

Profile settings are yours alone and follow you across every account you can reach.

Notifications

The bell in the topbar collects what has happened — new bookings, changes and cancellations among them — and updates live. Notification preferences are per person, not per account.

Global search

The search box in the topbar searches across your records, so you can jump to a contact, company or lead without going to its page first.