Settings & security

3 guides and 4 common questions.

Profile settings

Update your profile

Go to Settings → Profile.
Change your name.
Click Save profile.

Organization admins can change the company name in Settings → Organization.

Note: your sign-in email can't be changed in Settings. Contact support if you need to change it.

Security settings

Change your password

Go to Settings → Security.
Enter your current password, then your new password twice.
Click Change password. Your other devices are signed out.

New passwords need at least 8 characters, with upper and lower case letters, a number and a symbol. Forgot your current password? Click Forgot your current password? Email me a reset link in the same section, or use Forgot password? on the sign-in page.

Tip: use a password you don't use anywhere else. A password manager makes that easy.

Two-factor authentication

In Settings → Security, click Set up two-factor. Add the setup key to an authenticator app such as Google Authenticator, 1Password or Authy, enter the 6-digit code it shows, and click Turn on two-factor. Save the recovery codes somewhere safe; each one can stand in for a code if you lose your phone.

Signed-in devices

The Security section lists the devices signed in to your account. Sign out any you don't recognise, or click Sign out everywhere else.

Delete your account

Go to Settings → Danger zone, click Delete my account, type DELETE and confirm. Your login is deactivated immediately and permanently removed after 90 days. Your organization's agents, calls, leads and appointments stay available to the rest of your team.

Notifications

Where notifications appear

In the app

Click the bell icon in the header to see recent notifications, or View all notifications for the full list.

Email

Notifications you turn on for email go to your sign-in address, along with account emails such as verification, password resets and billing.

Choose what you hear about

In Settings → Notifications, turn email and in-app notifications on or off for each of these:

Appointment booked
New lead
Call summary
Failed or missed calls
Weekly report

Common questions

How do I change my password?

Go to Settings → Security and click "Send Reset Link". Follow the link in the email to choose a new password (minimum 8 characters).

Can I change my email address?

Your sign-in email can't be changed from Settings. Contact support if you need to change it.

How do I update my profile information?

Go to Settings → Profile, update your name, and save. Admins can also change the company name there.

How do I delete my account?

Go to Settings → Security → Delete My Account and type DELETE to confirm. Your login is deactivated immediately; your organization's data stays with your team.