Help Center

Settings

Your business details, branding, team, alerts, sending domain and channels.

• What is in SettingsA tour of the seven Settings tabs, what each one controls, and who can change it.
• Set your contact details and social profilesTell the app where leads reach you and which social pages are yours, so new funnels start with the right footer and alerts go to the right inbox.
• Add your logo, name and coloursSet the logo, business name and two colours your visitors see on your published pages, checkout and emails.
• Invite your teamGive a colleague their own login to your business as an admin, a member or a viewer, and manage invitations that have not been accepted yet.
• Team roles and what each can doWhat owners, admins, members and viewers can each do, how to change someone's role, and how to remove someone who leaves.
• Choose which email alerts you getSee where alerts about new enquiries, bookings and orders are sent, and switch each one on or off.
• Send email from your own domainVerify a sending domain so your emails come from your own address, such as hello@yourbusiness.com, and reach inboxes rather than spam.
• See which channels are switched onOne line for each way leads and messages reach you – email, funnel, social, ads, SMS and voice – with its status and where to set it up.
• Connected apps and the API (coming soon)Connecting AI assistants and your own software to your account is on the way; here is what exists today and where the developer guide is.