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Account Settings

Account Settings holds the details that apply to your whole account: your business name, country, timezone and currency. The timezone decides when appointments, reminders and reports start and end each day, and the currency is used for prices, invoices and payments. Set them right when you start and change them only when your business really changes.

Before you start​

  • Only the account Owner and Administrators can open Account Settings.
  • Changing the currency does not convert prices you already entered. Check your services, products and plans afterwards.

Change your account settings​

  1. Go to Settings > All Settings.
  2. Under Account & Team, click Account Settings.
  3. Update the fields you need:
    • Business Name: the name of your business as clients see it.
    • Location: the country your business is in.
    • Timezone: used for your calendar, reminders, automations and reports.
    • Currency: used for services, products, invoices and payments.
  4. Click Update. You see Account settings updated.
The Account Settings page with Business Name, Location, Timezone and Currency fields and the Update button
Search settings

The Settings page has a Search settings box at the top. Type a word such as "timezone" or "password" to jump to the right screen.

Other settings on the Settings page​

The Settings page groups every screen. These ones are about you and your account:

SectionScreenWhat it does
My ProfileAccount SecurityPassword and two-factor sign-in. See Account Security.
My ProfileUser PreferencesLanguage, theme and time format. See User Preferences and Language.
My ProfileNotificationsChoose which alerts you receive. See User Notifications.
My ProfileEdit MenuReorder and hide sidebar menu items. See Edit Menu.
Account & TeamBusiness SettingsCompany, registration and tax details. See Update Business Settings.
Account & TeamEdit WorkspaceName, category, contact, address and timings of the current workspace. See Workspaces.
Account & TeamTeam MembersInvite staff and manage their roles. See Team Members Management.
Account & TeamManage SubscriptionYour plan, modules and add-ons. See Manage Subscription.
ScheduleWeekly Performance ReportThe weekly summary email. See Weekly Performance Report.
Logs & ExportsActivity LogWho changed what, and when. See Activity Log.

Team members only see the screens their role allows.

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