> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Account Settings

# Account Settings

Manage your profile, preferences, and account configuration.

## Accessing Account Settings

1. Click your **profile menu** (top right)
2. Select **"Settings"** or **"Profile"**
3. 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:**
1. Go to **Settings** → **Profile**
2. Select your timezone
3. 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:**
1. Go to **Settings** → **Security**
2. Click **"Change Password"**
3. Enter current password
4. Enter new password
5. Confirm new password
6. Save

**Password Requirements:**
- Minimum 8 characters (recommended: 12+)
- Mix of characters recommended
- Cannot reuse recent passwords

### Two-Factor Authentication

If available:
1. Go to **Settings** → **Security**
2. Enable **"Two-Factor Authentication"**
3. Scan QR code with authenticator app
4. Enter verification code
5. Save backup codes securely
6. 2FA enabled

### Active Sessions

View and manage login sessions:
1. Go to **Settings** → **Security**
2. See **"Active Sessions"**
3. View all logged-in devices
4. **Logout All**: Sign out from all devices

## Preferences

### Language

Set preferred language (if available):
1. Go to **Settings** → **Preferences**
2. Select **"Language"**
3. 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:

1. Go to **Settings** → **Profile** → **Booking**
2. **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
3. **Save**

## Data & Privacy

### Data Export

Export your data:
1. Go to **Settings** → **Data Export**
2. Select data types
3. Choose format (CSV, JSON)
4. Click **"Export"**
5. Download when ready

### Data Deletion

Request data deletion:
1. Go to **Settings** → **Privacy**
2. Click **"Request Data Deletion"**
3. Confirm request
4. 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](https://help.swellsystem.com/en/article/common-issues-solutions-1i0z5vq/).

## Next Steps

- [Team Management](https://help.swellsystem.com/en/article/team-management-1x692m2/) - Manage team members
- [Billing & Subscriptions](https://help.swellsystem.com/en/article/billing-subscriptions-1qwalvv/) - Manage subscription
- [Security Settings](https://help.swellsystem.com/en/article/security-settings-1dv92xd/) - Security configuration
