YOUR PERSONAL SETTINGS

§ GETTING STARTED5 min READUPDATED 2026-08

A tour of MY SETTINGS — profile, quick replies, notifications, appearance, signature, calendar sync, connected email, security, and dashboards.

MY SETTINGS is everything that belongs to you rather than your company: how the app looks for you, how it notifies you, your signature, your calendar, your connected email. Company-wide configuration lives in the Admin Console; this is your side of the line.

WHERE: Avatar chip → MY SETTINGS
NOTE
On the phone, the same screens live behind avatar → MORE → Settings.

§What is in there

SectionWhat it controls
ProfileYour name and personal details
My CommissionsYour personal earnings, payouts, and trend
Quick RepliesYour personal snippet library for texting customers
NotificationsYour notification preferences, per type and channel
AppearanceTheme Studio — dark/light, palette, accent, fonts, density, applied live
SignatureYour signature
My CalendarApple/Google/Outlook subscribe plus two-way sync
Connected EmailGmail / Google Workspace / Microsoft 365
SecurityPassword, 2FA, sign out everywhere
DashboardsYour saved widget layouts

§Notifications

Your preferences are a grid of notification types against channels — in-app, email, push, SMS — with a RESTORE DEFAULTS reset. A Quiet Hours card silences things overnight in your timezone, though a few types are always excluded from quiet hours: payment failed, new-device login, insurance expiring, and @mentions. Note that your company can lock certain critical notifications on, in which case they override your opt-outs.

§My Calendar

COPY FEED URL gives you a read-only subscription that works in Apple, Google, and Outlook calendars with no sign-in. For more, connect your Google or Microsoft account for two-way sync — import personal events, push company events. An availability-sharing privacy toggle lets colleagues see only busy/free; it is off by default, and while admins can request it, they can never switch it on for you.

§Quick Replies

Quick Replies is your personal snippet library. Anything you save here appears as a chip row in the SMS composer on a customer's MESSAGES tab, so your standard answers are one tap away in the field.

§Related

  • See "Sync to your own calendar" in the CALENDAR + SCHEDULING category for the full calendar-sync walkthrough.
  • See "Notifications" in the TEXTS, EMAIL + ALERTS category for how company defaults and your preferences combine.
  • See "Connect your own email" in the TEXTS, EMAIL + ALERTS category.
◆ READY WHEN YOU ARE

14-DAY TRIAL · NO CARD · 10 MIN TO SET UP