Settings
App configuration and preferences
What can I configure in my profile?
Your profile settings include your name, email, profile picture, and passphrase management. You can also change your password and manage account security settings from here.
What are business profile settings?
The business profile contains your consultant business details including business name, contact information, and your digital signature. This information is used on receipts and other business documents generated by the app.
What financial settings are available?
Financial settings let you configure your default tax rate, currency, and financial year start month. These settings affect how prices are calculated in orders and how financial reports are generated.
What app preferences can I customize?
App preferences include language selection (34 languages), theme (light/dark mode), notification settings, and default behaviors for various features. Preferences sync across your devices.
How do I configure push notifications?
Go to Settings and open Notification Settings. You can enable or disable push notifications for appointments, customer events, and reminders. The app will ask for notification permission on your device if not already granted.
You can also send a test notification to verify everything is working correctly. Notification preferences are saved to your account and apply to the current device.
How do I enable cloud sync?
Cloud Sync uploads your encrypted data to a secure backend so it stays in sync across your devices. To enable it, tap the sync icon in the header and confirm by typing the required confirmation text.
All data is encrypted with AES-256-GCM before upload. Note that sharing data with cloud services may be subject to your company's compliance rules. As an alternative, you can use Device Transfer to move data directly between devices without cloud involvement.
How do I delete my account?
Go to Settings and scroll to the bottom to find Delete Account. This permanently removes all your data including your profile, customer records, orders, financial data, products, inventory, appointments, and reminders.
You must type a confirmation text to proceed. Your login credentials remain active for 90 days after deletion, allowing you to recover your account if you change your mind. After 90 days, the account is permanently removed.
Where do I configure calendar sync settings?
Calendar sync settings are available in the notifications settings area. You can:
- Enable or disable syncing your app appointments to the device calendar
- Select which external calendars the app should read for conflict detection
- Grant or revoke calendar permissions
When calendar sync is enabled, a dedicated calendar is created on your device. Disabling sync stops future events from being created but does not remove existing ones.