You can access your account details via Settings > Account Details.
The Account Details dialog contains numerous settings related to your personal account.
NOTE: Some fields in this dialog may not be present if your account is permission-restricted.
There are five different tabs which we will cover in this article.
Details, Password, Email, Notifications & Devices
Details
You may update your profile picture by clicking on the small circle at the top of the dialog with your initials (or current profile picture).
Your name is the visible name used throughout the system.
Colour is your colour used throughout the system. It may be especially useful on the calendar for colour-coding appointments by staff member.
The Signature box allows you to save your signature for prefilling it onto new reports.
Scheduler View
Select the default mode to use when opening the Calendar navigation menu option.
You can also specify the default view to load on mobile and tablet/PC sized screens.
For example, on mobile use day view, and on your iPad use week view.
Scheduler Options
Timeslot Duration lets you define the increments for selecting timeslots on the scheduler
30 minutes | 15 minutes |
| 
|
The checkbox "When opening the scheduler, go to the last date that you were looking at" will automatically go to the last date you were looking at when you open the scheduler, otherwise it will go to today's date
The checkbox "Go back to the scheduler after creating a document from that screen" will automatically go back to the appointment you had opened after creating a report/invoice/quote directly from the appointment's dialog.
If this option is unchecked, the specific document dialog will be opened after creation.The checkbox "Allow the scheduler to scroll horizontally to fit more appointment details" will set a minimum width for each appointment on your schedule.
This allows you to see more information at once rather than details being compressed if you have many appointments on your schedule.
Password
The password tab lets you change your account password.
You may not use a password which has been used previously.
The email tab lets you change your account email address.
After entering a new email address, you will be prompted to confirm your account password.
You will be given a 24 hour cooldown period to verify your new email address. If you do not verify the new email address, your email will be reverted back.
Notifications
The notifications tab lets you turn on or off push and email notifications from the app.
Push notifications appear as a popup on your phone/PC.
Email notifications send directly to your account email addresss.
Devices
The devices tab shows a list of the recent devices which have logged in to your account.
Devices will automatically be removed from this list as their login sessions expire.