The "Settings" tab is where you can manage key elements of your account, including business and user profiles, third-party integrations, and phone numbers. You can also set up your email services and dedicated sending domain to ensure proper account configuration. Additionally, the tab provides options for creating custom values, enabling beta features, and fine-tuning your system's settings for optimal use.
1. The "Settings" tab is where you can handle all of your profiles, integrations, phone numbers, email services and more!
2. First, click on "Business Profile".
3. The "Business Profile" is where you can enter all of your business information like address, settings, name, legal information and more!
4. Afterwards, click on "My Profile".
5. This is where you can setup your own user settings! Please make sure to go through this section and update all of this information properly!
6. Next, click on "Integrations".
7. This is where you can connect third-party integration like google, facebook, instagram, quickbooks, and more!
8. Next, click on "Phone Number".
9. The Phone Numbers section is where you can purchase and track your phone numbers!
10. Next, click on "Email Services".
11. This is where you can setup your dedicated email sending domain. This is a very important step to follow to make sure you account is setup properly! You can find the article in our support center!
12. Next, click on "Custom Values".
13. This is where you can create and manage your custom values! These are used in our snapshot automations as well as can be used in a variety of ways.
14. Click on "Beta Features".
15. The Beta Features tab is where you can turn live some new unreleased updates! We suggest going through to see which ones you like!