Team, business profile and settings
Settings holds everything about your workspace: the business details your automations and AI drafts rely on, the people on your team and the channels you’ve connected. Most of it takes a few minutes and pays off every day.
What each Settings section does
Business profile
Your business name, what you do, location, contact details and opening hours. Booking and AI suggested replies read from here, so keep it current.
Channels
Connect or reconnect Instagram. Facebook and WhatsApp are coming soon.
Team
Invite teammates and set their role. Your plan sets how many seats you have.
Notifications
Choose which emails you get, such as a chat being handed to you.
Customer emails
Edit the booking confirmation, reminder and follow-up emails, or turn any of them off.
Billing
Your plan, payment method and invoices.
Account
Your own login and security, plus tokens for connecting an AI assistant over MCP.
Invite a teammate
Open Settings → Team
Press Invite and enter their email address.
Choose a role
Admins can change settings, billing and the team. Members work in the Inbox, automations and content.
They accept the invite
The invite link works for 7 days. They sign in or create an account with that email address to join.
Team seats by plan
| Plan | Teammates |
|---|---|
| Free | 1 |
| Starter | 1 |
| Growth | 2 |
| Scale | 10 |
Set up these first
- Fill in your business profile and opening hours, so bookings and AI suggested replies use the right details.
- Connect Instagram under Channels and check it shows as connected.
- Review the booking emails under Customer emails, and turn off any you don’t want sent.
- Turn on hand-off notifications, so you know when a chat needs a person.
- Invite the teammates who answer DMs, as members unless they manage billing.