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Settings Overview

The settings page brings together account details, payment setup, billing preferences, and integrations.

Updated over a month ago

General Tab

  • You can update your account name

  • Manage your profile picture / logo

Emails Tab

Here you can decide if you would like to opt in for our emails. You can choose to either opt in or out to:

  • Daily Summary Email: Receive a daily email summarising any new client performances, mentions, messages and programs that require your attention.

  • Financial Updates: Receive emails when you get new clients, lost clients, failed payments, etc.

Stripe Tab

Here you can connect and manage your Stripe account.

You can also view the instructions on how to activate your Automated Tax Collection on Stripe.

To learn more about Stripe you can click here.

Coaches Tab

Here you can add or manage additional coaches linked to your account.

To learn more about coaches click here.

Subscription Tab

Here you can see an overview of:

  • Your expected future cost for your subscription

    • When that subscription would end

  • Details on your Platform Subscription:

    • What type of plan you are

      • If that subscription is active or not

    • When you joined as a member

  • Further details on additional coaches

    • Active Coaches

    • Cost per coach

    • Monthly cost

    • Ability to add an additional coach

Billing Tab

Here you can view:

  • Any saved payment methods

  • Tax Information

  • Billing History

Questions Tab

Here you can make changes to the initial questions asked upon signing up.

Google Tag Manager

Here you can activate our Google Tag Manager.

To learn more about GTM click here.

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