Settings

Workspace settings

Name, stable ID, timezone, currency, and workspace appearance.

Open the right workspace

Select the client in the workspace switcher, then open Settings → General. These settings belong to that workspace. You need workspace-settings permission to change them; other members can view the page without editing. The Workspace ID below the configuration is stable even if you rename the workspace. Copy it when support or an integration asks for the identifier; see Account and workspace IDs.

Find the right settings page

On desktop, settings pages appear in a side panel with descriptions. On a phone, use the Settings page selector. Only pages your role can access are shown. General starts with Workspace details; expand Email sender identity to edit customer email addresses. Each form has its own Save button.

Plan & billing manages your platform subscription and invoices.
Customer payments connects Stripe to collect money from your customers.
Usage & limits shows AI allowance and communication spending controls.
AI assistant sets models, brand voice, instructions and action permissions. Expand Use your own AI provider for optional external keys.
Connected apps links external services; Profile & security manages your own account.

Name, timezone, and currency

Change Name to the label your team should see for this client.
Choose the Timezone used by reporting and booking pages.
Choose the Currency used for deals, payments, and reporting.
Select Save workspace and review the workspace after it refreshes.

Workspace appearance

Use Upload image in the Workspace section to choose a logo file from your device. It appears on that workspace's public pages and can override the organisation logo in the app. Accent colour accepts a six-digit hex value such as #16a34a and overrides the organisation's primary colour for this workspace. Select Save workspace after uploading, replacing, or removing the logo.

The organisation's brand name, logo, and primary colour are separate. See Branding for how they combine.

Deleting a workspace

The Delete this workspace section is visible only to a workspace Owner. You must have another accessible workspace and type this workspace's exact name to confirm. Deletion removes it and its records from normal lists, but the data is retained for administrator recovery. Review access and export anything you need before taking it out of use.

For member roles and access, go to Roles.