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Settings Overview
Click below for a step-by-step walkthrough of the "Settings" tab.
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Settings Overview
Updated: May 05, 2025
Description
Click through a step-by-step, interactive demo walkthrough of the "Settings" tab.
Steps
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Settings Overview
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The "Settings" tab is where you can handle all of your profiles, integrations, phone numbers, email services and more!
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First, click on "Business Profile".
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The "Business Profile" is where you can enter all of your business information like address, settings, name, legal information and more!
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Afterwards, click on "My Profile".
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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!
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Next, click on "Integrations".
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This is where you can connect third-party integration like google, facebook, instagram, quickbooks, and more!
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Next, click on "Phone Number".
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The Phone Numbers section is where you can purchase and track your phone numbers!
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Next, click on "Email Services".
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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!
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Next, click on "Custom Values".
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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.
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Click on "Beta Features".
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The Beta Features tab is where you can turn live some new unreleased updates! We suggest going through to see which ones you like!
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Congratulations, You're Done!