Settings and billing
Settings, at the bottom of the sidebar, is where owners set up the workspace, and where everyone chooses their own email alerts and calendar connection.
Branding
Owners upload the business's logo (PNG, JPEG or WebP, up to 1 MB) and pick a brand color under Settings → Branding. They show on your booking pages, payment pages and form thank-you pages, and the logo shows in the menu. The chat widget has its own color setting. The team is managed on Settings → Team (see Getting started).
Connections
Settings → Connections lists everything linked to the workspace, and flags anything that needs reconnecting. Owners connect:
- social accounts (see Social), and the Meta ad account (see Ads)
- LinkedIn lead forms and Google Local Services ads
- your phone number, texting registration and call settings (see Texting and calls)
- Stripe and card readers (see Payments and Point of sale)
- email forwarding, so email to your own address lands in the inbox (with steps for Gmail, Outlook and web-host email)
Everyone can connect their own Google Calendar here or under Calendar.
Notifications
Settings → Notifications is your own: what you choose doesn't change anyone else's.
| Email alert | When |
|---|---|
| New website chats | A visitor starts a chat (at most once every 5 minutes per chat, until someone replies). |
| New leads and bookings | A form, lead ad or online booking comes in. Bookings with you are always emailed to you. |
| Appointment reminders | 24 hours and 1 hour before appointments you take. |
| Payment problems | A payment fails or is disputed, or a subscription is cancelled. |
| Tasks | A task is given to you, or someone comments on one you're on. |
| Morning task email | At 7am: your tasks that are overdue or due that day. |
Once the DVT phone app is out, its notifications are switched on and off in the app's own Settings.
Billing
Owners manage the plan under Settings → Billing:
- Choose, upgrade or switch plans and add-ons. Changes are prorated on your next invoice.
- Cards, invoices and cancelling opens Stripe's billing page.
- If DVT set up your plan for you, the page says so: talk to DVT to change it.
- If a paid plan ends, the workspace moves to the free plan instead of closing.
Monthly allowances
Each plan includes a number of emails, texts and call minutes a month (some are unlimited).
- Emails that count: replies to contacts, workflow emails and review requests. Booking confirmations and reminders don't.
- Each part of a long text counts as one text. Calls count in whole minutes, rounded up.
- Owners are emailed when 80% is used.
- Once it's used up, sending stops until the next month starts in your time zone (or DVT raises it), and the inbox says so.
Common questions
How do I see how many texts and emails we've used this month?Coming soon
There's no meter yet. Owners are emailed when 80% of the month's emails, texts or call minutes are used, and the inbox says when they're used up.
Vote for it on the ideas board so we know how much you want it.
What happens when we run out of texts or emails for the month?
Sending stops until the next month starts (in your time zone), or until DVT raises your allowance. Calls already going are finished, and count.
How do I change our plan?
Owners: Settings → Billing. Changes are prorated on your next invoice. "Cards, invoices and cancelling" opens Stripe's billing page. If DVT set up your plan for you, talk to DVT to change it.
What if our paid plan ends?
Your workspace moves to the free plan rather than closing, and you can upgrade again from Settings → Billing at any time.
What size should our logo be?
A PNG, JPEG or WebP image up to 1 MB. It shows on your booking and payment pages and in the menu.