Settings

Profile, invoice billing details, team invites, and Google Calendar sync for appointments.

Module guide

Settings

Profile, invoice billing details, team invites, and Google Calendar sync for appointments.

Open in app

1 — Settings: Profile (organisation, name, email, phone) and Billing details for invoices.

Purpose

Settings holds your workspace profile, invoice billing address, team access, and Google Calendar connection for appointment sync. Use Sign out from the header when needed.

Profile

Shows Organisation, Plan, Your name, Your email, and Your phone number for the logged-in user.

Billing details (invoices)

Complete Country, State, District, and optional GSTIN so invoices show the correct address. A yellow banner appears when state/district are missing.

Country — e.g. India (Billing currency: INR)
State / District — required for complete invoices
GSTIN (optional) — for GST-compliant invoices
Save — details appear on your invoices

Tip: Keep GSTIN accurate if you need tax invoices for your accounts team.

Team members

See who has access (Owner and members). Invite colleagues with + Invite member.

Owner badge on the account owner
+ Invite member — add teammates by email

Tip: Remove or rotate access when someone leaves — especially if they had API keys.

Settings Team members list with Owner and Invite member link — 2 — Team members: Owner listed, + Invite member to add access.

Connect Google Calendar

Sync appointment bookings two-way with Google Calendar. Click Connect Google Calendar, sign in with Google, and approve calendar access. Bookings from Agents / Appointments can then appear on your Google Calendar, and updates can sync back.

Open Settings → Connect Google Calendar
Click Connect Google Calendar and complete Google OAuth
Confirm Appointments → Resources & Hours is configured so there are slots to sync
Use Appointments Calendar/List to verify bookings after connecting

Tip: Connect the Google account that your team actually uses for scheduling — not a personal inbox if ops use a shared calendar.