Business Settings is where you control everything that affects your entire business account, including branding, project configuration, payments, integrations, notifications, business information, and more.
Each business inside TalleFlow has its own unique settings, so if you manage multiple brands, each one stays separate and organized.
🔐 How to Access Business Settings
You can access Business Settings from anywhere inside TalleFlow:
Click the Business Switcher at the top-left of your screen (next to the TalleFlow logo).
Hover over your business name.
Click the ⚙️ Gear Icon to open Business Settings.
Each business has its own settings — switching businesses changes the settings you manage.
🧭 What You Can Manage Inside Business Settings
Business Settings is organized into several tabs.
Here’s what each section controls:
1. General
Update your essential business information:
Business Details
Business name
Email
Phone number
Website
Industry
Business type
Address
Full business address used on invoices, proposals, and documents
2. Business Level Preferences
TalleFlow lets you customize how projects work for your business:
Custom Project Types
Define your own project categories (e.g., “Weddings,” “Corporate Events,” “Branding Shoots,” “DJ Packages,” etc.)
Go to Business Settings → Preferences
Add, edit, or delete Project Types
These appear whenever you create a new project
Custom Project Stages
Create a custom workflow that matches your process (e.g., “Planning → In Progress → Review → Completed → Archived”)
Go to Business Settings → Preferences
Add, reorder, edit, or delete stages
These stages appear in the project sidebar and Calendar
3. Branding
Customize your business branding so your documents look consistent and professional.
You can manage:
Business logo
Colors (Coming Soon)
Fonts (Coming Soon)
Default styling for documents (Coming Soon)
When available, branding settings will automatically apply to:
Proposals
Brochures
Contracts
Contact Forms
Email Templates (future update)
4. Social
Add your business social links to display across documents and client-facing pages.
Supported platforms:
Instagram
Facebook
TikTok
Website
Custom link
5. Integrations
Connect external tools to enhance your workflow.
Google Workspace
Connect your Google account to:
Send emails from your business’ Gmail address
Sync Google Calendar events
Push TalleFlow-created meetings to Google Calendar
Canva
Connect Canva to:
Browse your Canva designs from inside each Project
Import, link, and manage design files
Prismm
Connect Prismm to:
Access and attach venue floorplans
View floorplan files inside the Floor Plans tab within projects
These integrations must be set up here before their features appear inside projects.
6. Notifications
Control when TalleFlow notifies you — and how.
You can customize alerts for:
New contacts
Form submissions
Invoice payments
Contract signatures
Upcoming tasks or deadlines
Meeting reminders (Google Calendar–synced)
Supported delivery:
Email notifications
In-app alerts
Mobile (Coming Soon)
🧩 Where Business Settings Are Used Inside TalleFlow
Many features in TalleFlow depend on what you set up here.
Here’s what Business Settings impacts:
Projects
Custom Project Types
Custom Project Stages
Default workflow
Documents
Branding
Default business identity
Footer contact details
Invoices
Business address
Tax information (coming soon)
Stripe activation (managed under Finance → Settings)
Floor Plans
Prismm integration enables the Floor Plans tab inside projects
Design Integrations
Canva integration unlocks Canva panel inside projects
Emails
Google Workspace enables sending through your Gmail address
🛠 Common Setup Checklist
We recommend finishing these steps inside Business Settings when you first join:
Upload business logo
Fill in business contact details
Add custom project types
Add custom project stages
Connect Google Workspace
Connect Prismm (if relevant)
Connect Canva
Set notification preferences