Account Settings
Account Settings
Manage your profile, preferences, and account configuration.
Accessing Account Settings
- Click your profile menu (top right)
- Select "Settings" or "Profile"
- Or go to Settings → Account
Profile Information
Basic Profile
Required:
- Name: Your full name
- Email: Email address (used for login)
- Password: Secure password
Optional:
- Phone: Phone number
- Avatar: Profile picture
- Bio: Brief description
- Timezone: Your timezone (important!)
Timezone
Critical Setting: Your timezone affects:
- Scheduling availability display
- Invoice due dates
- Task deadlines
- All time-based features
To Set:
- Go to Settings → Profile
- Select your timezone
- Save
Notification Preferences
Configure how you receive notifications:
Access: Settings → Notifications
Notification Types:
- Email: Email notifications
- In-App: In-app notifications
- SMS: Text messages (if configured)
- Push: Browser push notifications
Common Events:
- New booking requests
- Invoice payments
- Task assignments
- Lead status changes
- Project updates
- Team mentions
- Reminder notifications
Security Settings
Password
Change Password:
- Go to Settings → Security
- Click "Change Password"
- Enter current password
- Enter new password
- Confirm new password
- Save
Password Requirements:
- Minimum 8 characters (recommended: 12+)
- Mix of characters recommended
- Cannot reuse recent passwords
Two-Factor Authentication
If available:
- Go to Settings → Security
- Enable "Two-Factor Authentication"
- Scan QR code with authenticator app
- Enter verification code
- Save backup codes securely
- 2FA enabled
Active Sessions
View and manage login sessions:
- Go to Settings → Security
- See "Active Sessions"
- View all logged-in devices
- Logout All: Sign out from all devices
Preferences
Language
Set preferred language (if available):
- Go to Settings → Preferences
- Select "Language"
- Save
Date/Time Format
Configure display formats:
- Date Format: How dates display
- Time Format: 12-hour vs 24-hour
- Timezone: Already set in profile
UI Preferences
Theme (if available):
- Light mode
- Dark mode
- Auto (based on time)
Booking Profile (Scheduling)
If using scheduling:
- Go to Settings → Profile → Booking
- Configure:
- Booking Slug: Custom URL (e.g.,
/meet/john-doe) - Enable Public Booking: Allow people to book
- Booking Bio: Description for booking page
- Booking Avatar: Photo for booking page
- Save
Data & Privacy
Data Export
Export your data:
- Go to Settings → Data Export
- Select data types
- Choose format (CSV, JSON)
- Click "Export"
- Download when ready
Data Deletion
Request data deletion:
- Go to Settings → Privacy
- Click "Request Data Deletion"
- Confirm request
- Data deleted per retention policy
Troubleshooting
Can't update profile?
- Check required fields filled
- Verify email format
- Try refreshing page
- Check permissions
Timezone issues?
- Verify timezone in profile
- Check browser timezone detection
- Ensure server timezone correct
- Test scheduling availability
Notifications not working?
- Check notification preferences
- Verify email settings
- Test email connection
- Check spam folder
For more help, see Common Issues.
Next Steps
- Team Management - Manage team members
- Billing & Subscriptions - Manage subscription
- Security Settings - Security configuration
Updated on: 13/03/2026
Thank you!