Settings overview

Everything about how your workspace is configured. Most settings are visible to owners and admins; a handful (billing, API keys, audit log export) are owner-only because they involve credentials or money.

Tabs

• Workspace — name, slug, branding, business hours, rate limits.
• Members & invites — invite teammates, set roles, remove members.
• Integrations — Resend, Twilio, Google Calendar (service account), Google Ads, GA4, and your own Google Gemini key for Marketing.
• Calendar connections — per-agent OAuth Google Calendar and the booking assignment strategy.
• Booking page — the form, custom questions, layout, and auto-create-lead toggle for your public booking URL.
• Field layout — drag-and-drop the Identity & Profile and per-policy edit forms.
• Marketing — brand, logo, posting schedule, daily ideas, AI, post checks and trackable links for the Marketing studio. The card opens Marketing → Settings.
• Billing & plan — current plan, payment method, usage meters, plan switching.
• API keys — issue and revoke keys for the public lead/appointment API.
• Audit log — append-only log of every significant workspace action.

Field-layout vs custom fields

Custom fields define what data you collect (name, type, single-valued or multi-per-policy). Field layout decides where those fields render on the detail pages and how wide they are. Adding a custom field auto-appends it to the layout; you then drag it where it belongs.

Custom field types

When you add a custom field you pick a type, which decides the input your team sees on a lead or client record:

• Text — a single-line box (the default).
• Text area — a multi-line box for longer notes, with the same formatting toolbar as the email composer (bold, italic, underline, strikethrough, font, size, color, alignment, lists, links).
• Number — a numeric box.
• Date — a month-first date box (MM/DD/YYYY). It tidies up your entry when you click away, so 3/5/26 becomes 03/05/2026.
• Dropdown — pick one from a list of choices you define.
• Multi-select — pick several from a list of choices.
• Yes / No — a simple two-option choice.

For Dropdown and Multi-select, enter the choices (comma-separated) when you create the field. You can change the choices anytime with the Options button next to the field.

You can also change a field's type after you create it — hit the Type button next to the field, pick the new type, and save. Nothing you've already entered is deleted. When you switch to Dropdown or Multi-select, the choices box is pre-filled with the values people have already entered, so you can turn a free-text field into a clean list without retyping it. If a stored value doesn't fit the new type — say a value like "Facebook Ad" on a field you switch to Number — the record keeps showing it with a small reminder to reformat it, so no data is lost. Once you re-enter it in the right shape, the reminder clears on its own.

Built-in fields (first name, email, date of birth, and so on) show their type too, so the list reads consistently. Those types are fixed — email always behaves like email, date of birth always takes a date — so there's no Type button on them.

Insurance types

The Settings page has an "Insurance types" card where owners and admins can add or remove the options shown in every insurance-type picker across the CRM — new lead and client modals, the lead and client list filters, the pipeline and follow-up chip rails, and the subscribers blast filter. Click the × on a chip to remove it; type a new label and click + Add to extend the list. Reset to defaults returns to the built-in list without touching existing leads or clients.

Removing a type does not edit existing records — leads or clients that already carry that label keep it, the picker just stops offering it to new entries. The public lead-capture API accepts whatever label your integrating site sends, so a workspace can capture leads with a label that isn't in the picker yet.

Email signature

This is the signature added to the bottom of your standard-template sends. You can build it two ways: use the visual editor, or write the HTML yourself. The Visual editor / HTML toggle above the editor switches between them.

The visual editor has the same controls as the email composer, so you get bold, italic, fonts, colors, alignment, lists, and links. To add a picture like a logo or a headshot, click the Image button in the toolbar, drag an image file onto the editor, or paste one straight in — a dropped image lands where you dropped it. New images come in already selected, with a handle on each corner: drag any one of them to resize, and the picture keeps its proportions. The readout under the image shows the current pixel size as you drag. The S / M / L / Full buttons set a size in one click, and the × removes it. To resize a picture later, click it once to bring the handles back.

Prefer to write the markup yourself? Switch to the HTML tab and paste it in. The two tabs stay in sync, so you can rough it out visually and jump to HTML to fine-tune, or the other way around.

Any image you add is hosted and linked, so it still shows up in the emails people actually open. That matters because Gmail and some other inboxes strip images that are pasted straight into a message, so uploading through the editor is the way to get a logo to stick. Click Save signature when you're done.