Dashboard Settings overview

In this article, you'll learn what's under Settings in your dashboard and what each item does. Come here when you want to change which alerts you get, pick who in the office hears about things, choose your notification sounds, or go back to something you set up during onboarding.

To open Settings:

  1. In the sidebar, scroll to the Support group.
  2. Click Settings.

Settings opens on Notifications, and its submenu appears underneath. The submenu can have up to three items: Notifications, Onboarding and Onboarding (Old). On a phone, tap the menu button at the top left. The full menu slides in with every submenu already open.

Note: If you're a team member, you only see the items ticked for your login. An item can also be switched off for your whole account, so your list may be shorter.

Notifications

This is the same Notifications page the CRM shows under its own Settings. A box you tick here is what the CRM and the phone app follow.

The Notifications page under Settings
The Notifications page under Settings

The events grid

Events are grouped, and each row is one event. The columns are:

  • Push, Needs attention and App badge are your own choices. Everyone on your team sets their own.
  • Text and Email apply to the whole company. They decide whether the office gets a text or an email about that event.

A dash in a column means that option isn't available for that event. Click the small i next to an event, or next to App badge, to read what it means. Changes save the moment you tick or untick a box.

Note: If the Text and Email boxes are greyed out, your login can't change the company-wide alerts. Ask whoever runs the account.

Choosing who gets texts and emails

Under the Text and Email headings you'll see who's on each list right now: a single number or address, a count like 2 numbers, or owner: with their details when the list is empty.

  1. Click the Text or Email heading at the top of a group. A window opens called Who gets the texts or Who gets the emails.
  2. Type a phone number or email address and click Add. To take someone off, click Remove next to them.
  3. Click Save.

An empty list goes to the owner, and it goes back to the owner if you remove everyone. These are the company's one set of alert recipients, so the same lists show up on the chat widget, online booking, voicemail, on-my-way and document pages.

Adding someone to the office text list

Sounds

Above the grid is Sounds. It sets what plays for Incoming calls, Texts, Emails and New leads, and where.

  1. Pick a sound from the drop-down next to a kind of notice. Click Play to hear it.
  2. Tick Desktop to have it play in the CRM when it's open in your browser. Tick Phone to have it play in the phone app.

Your sound choices are your own, like the push boxes. Incoming calls always ring on the phone, so that Phone box can't be turned off. Play is greyed out when you've picked the phone's own sound or Silent, since there's nothing for a browser to play.

On-my-way location alerts

If your company sends on-my-way texts using your techs' phone GPS, a block called On-my-way location alerts · company setting sits above Sounds. It decides who hears about it when a tech's phone can't share its location: The tech, The owner, and anyone you add under Anyone else. Under How, tick Text them, Push to the app, or both. It's one alert per person per day. If your account doesn't use phone GPS, this block doesn't show.

Note: On a phone-sized screen the same page is laid out as cards. Text and Email are chips on each row, and the recipient lists save on every Add or Remove with no Save button.

Onboarding

Onboarding opens the setup steps from when you joined, one step per page, so you can go back to a login or a setting without starting over. While you're on one of these pages, the steps are listed under Onboarding in the sidebar.

Which steps you see depends on your plan:

  • Everyone: Your business, CRM and Phone.
  • Plans with reviews: Facebook & Instagram, Review Replies and Contacts.
  • Plans with a website: Leads & bookings, Chat and Services & cities.
  • SEO plans: Searches and Photos & videos.
  • Everyone, at the end: Agreements and Onboarding call.

To reopen a step:

  1. Under Settings, click Onboarding. It opens on Your business.
  2. In the list under Onboarding, click the step you want.
The onboarding steps listed under Settings
The onboarding steps listed under Settings

Onboarding (Old)

This is the original onboarding checklist. Many accounts don't have it in the menu, so you may not see it at all. If you do, it still opens the old checklist.

Turning onboarding off

Your Account page has an onboarding switch too.

To change it:

  1. At the bottom of the sidebar, click the Account icon to the left of Sign out.
  2. Click Onboarding in the Account menu.
  3. Click the switch. While it's on, it reads Show onboarding in your sidebar. When it's off, it reads Hide onboarding in your sidebar. It saves right away, and Saved shows for a moment.

With the switch off, Onboarding (Old) won't open. It sends you to your dashboard instead. You also won't be sent back into onboarding when you sign in. The Onboarding items stay in the Settings submenu either way.

Finding the onboarding switch on your Account page
Tip: You can turn it back on any time from the same spot.

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