Accessing settings
- Click Settings in the sidebar, or click the back arrow to return to your workspace.
- Settings opens to your Profile page by default.
- Use the search bar at the top of the settings sidebar to find specific settings.
Settings organization
The settings sidebar is organized into three sections:General
| Setting | What it controls |
|---|---|
| Profile | Your name, phone, photo, and scheduling link |
| Book profile | Book name, timezone, scheduling link, and tier labels |
| Company profile | Company name, website, logo, and voice profile (admins only) |
| Users and teams | Invite members, manage admin status, and organize teams |
| Notifications | Daily digest, email notification preferences, and batch window |
Integrations
| Setting | What it controls |
|---|---|
| Email and calendar | Connect your email and calendar accounts |
| File storage | Connect Google Drive or Dropbox |
| Phone and SMS | Configure phone integrations |
| Custodian | Connect custodian data feeds |
| Zapier | Set up Zapier integrations |
| Data import | Import data from CSV or other CRMs |
Customization
| Setting | What it controls |
|---|---|
| Notetaker | Configure AI meeting notetaker settings |
| Engagement | Set engagement tracking preferences |
| Prompts | Customize AI prompts |
| Data customizations | Manage custom fields, tags, labels, templates, and pipelines |
Data customizations
The Data customizations section contains settings that can be scoped to a specific book or applied company-wide:- Project templates — Define project templates with milestones
- Task templates — Reusable task configurations
- Email templates — Pre-written email content
- Pipelines — Configure opportunity pipelines
- Custom fields — Track firm-specific data (company-level)
- Task labels — Categorize tasks with labels (company-level)
- Household tags — Tag clients and prospects (company-level)
- Business tags — Tag business records (company-level)
- Opportunity labels — Label opportunities (company-level)
Who can change what
| Setting area | Who can access |
|---|---|
| Profile | Any user (your own profile) |
| Book profile | Users with access to the book |
| Company profile | Admins only |
| Users and teams | Admins can invite and change roles; all users can view |
| Notifications | Any user (your own preferences) |
| Data customizations | Admins only |
| Integrations | Varies by integration |