Managing Firm Settings and Personal Account

Key Steps

1. Manage General Settings

• Navigate to the General Settings section.
• Ensure the following information is accurate:
  • Company Name
  • Website
  • Address
  • Country
  • City
  • State
  • Zip Code
• This information will be used in white labeling emails.

2. Configure White Labeling Settings 

• Go to the White Labeling tab.
• Upload your logo:
  • Size: Approximately 500 x 500 pixels.
  • Accepted formats: PNG, JPG, SVG.
  • You can upload or drag and drop the file.
• Select your brand color:
  • Match visually or use a hex code or RGBA.
• Ensure that these settings reflect in client communications such as reminders and payment updates.

3. Set Internal Approval for Payments

• Determine if team members can view clients and schedule payments.
• If enabled, all new schedules will be routed to your inbox labeled Awaiting Account Approval.
• If unchecked, payments will not require internal approval.

4. Access Personal Account Settings 

• Click on the circle with your initials in the top right corner to access My Account.
• Edit personal information:
  • Name
  • Phone Number
  • Email Address
• Change your password if necessary.

5. Adjust Email Digest Frequency 

• Choose the frequency for email digests based on client activity:
  • Options: Daily or Weekly.
• Emails will only be sent if there is new activity.
• Subscribe or unsubscribe from these digest reports as needed.