--- title: "Account Settings" description: "Configure your personal profile, company information, and account preferences." url: https://help.salescal.ai/en/articles/20-account-settings collection: "Settings" updated: 2026-10-19 language: en --- # Account Settings Configure your personal profile, company information, and account preferences. ## Accessing Settings Navigate to **Settings** in the sidebar to access all configuration options. ## Profile Settings ### Display Name Your name shown on booking pages and in communications. 1. Go to **Settings** > **Profile** 2. Enter your **Display Name** 3. Save changes This appears to prospects as the person they're booking with. ### Email Address Your login email and notification recipient. - Used for account login - Receives booking notifications - Appears in calendar invites To change email: 1. Go to **Settings** > **Profile** 2. Update **Email** 3. Verify new email address ### Reply-to email Booking confirmations and reminders are sent to prospects by SalesCal on your behalf. When a prospect replies to one of those emails, the reply goes to your reply-to address. - Default: your login email — replies reach you with no setup - Set a different address (for example a shared team inbox) under **Settings** > **Profile** > **Reply-to email** - Leave the field blank to keep using your login email ### Profile Photo Optional photo shown on booking pages. 1. Click **Upload Photo** 2. Select an image file 3. Crop if needed 4. Save **Recommended:** Professional headshot, square format ## Timezone Settings **Critical Setting:** All your availability is based on this timezone. 1. Go to **Settings** > **Profile** 2. Find **Timezone** 3. Select your timezone 4. Save ### Timezone Impacts - Your availability hours are in this timezone - Calendar events show in this timezone - Prospects see converted times in their timezone ### Changing Timezone When you change timezone: - Existing events maintain their actual times - New availability interpreted in new timezone - Review your schedule after changing ## Company Settings ### Company Name Your business name shown on booking pages. 1. Go to **Settings** > **Company** 2. Enter **Company Name** 3. Save Appears on: - Booking pages (if configured) - Team event URLs - Email communications ### Company Slug URL-friendly identifier for team booking links. ``` https://yourdomain.com/b/[company-slug]/[event-slug] ``` **Example:** For "Acme Consulting", slug might be `acme-consulting` **Rules:** - Lowercase letters and numbers only - Hyphens allowed - Must be unique - Cannot be changed easily once set ### Company Logo Your logo displayed on booking pages. 1. Click **Upload Logo** 2. Select image file 3. Preview and save **Recommended:** - Format: PNG with transparent background - Size: 200x50px or similar horizontal ratio - File size: Under 500KB ### Brand Color Shown as your booking page avatar when no company logo is uploaded. 1. Go to **Settings** > **Company** 2. Find **Brand Color** 3. Pick a color with the color picker, or type a hex value (e.g. `#3b82f6`) 4. The preview circle to the right shows what prospects will see — either your logo (if uploaded) or the first letter of your company name on the brand color 5. Save If you have a company logo uploaded, the logo takes precedence on booking pages and the brand color isn't shown — it's purely the avatar fallback for when no logo is set. ## Questions **Settings → Questions** is where you manage your team's shared question library — every custom question added to any event, across every builder, lands here automatically. 1. Go to **Settings** > **Questions** 2. Search for a question by label or identifier 3. Use the actions menu on a question to: - **Edit** its label or answer choices — this updates the question on every event that uses it (a confirmation lists the affected events first) - **Merge fields** to fold a duplicate into this one — pick another question of the same type to absorb, and every event that used it switches to this question. A warning first shows what won't carry over (any answer choices unique to the absorbed question, and its CRM mapping if this question already has one). Past answers stay in each lead's history under the old question name. The absorbed question is then deleted, and this can't be undone. - **Archive** it to hide it from the "Reuse a saved question" pickers in both builders, without affecting events already using it - **Unarchive** a previously archived question to make it reusable again - **Delete** it, once it's no longer used on any event Each question shows its identifier (the short key used in CRM mappings and exports) and how many events it's used on. ## Notification Settings ### Email Notifications Configure which emails you receive:

Notification

Description

New Booking

When someone books with you

Cancellation

When a booking is cancelled

Reschedule

When a booking is moved

Reminder

Before upcoming meetings

Toggle each on/off based on preference. ### Notification Email Where notifications are sent: - Default: Your account email - Can specify alternative email ## Password & Security ### Signing in with Google You can sign in with **Continue with Google** on the login page instead of typing a password, as long as your Google account uses the same email address as your SalesCal account. Accounts created through Google sign-up don't have a password at all — if you'd like one (for example, to sign in on a device without your Google account), set it through the reset-password flow below. ### Changing your password Password changes happen via the reset-password flow rather than an in-app form. 1. Sign out 2. On the login page, click **Forgot password?** 3. Enter your account email 4. Open the reset email and follow the link 5. Set a new password ### Two-Factor Authentication Add an authenticator app (TOTP) as a second factor at sign-in. Required for platform-admin actions like impersonation. **Set up your first authenticator:** 1. Go to **Settings** > **Security** 2. Click **Set up authenticator app** 3. Scan the QR code with your authenticator app — Google Authenticator, 1Password, Authy, or any TOTP-compatible app - If you can't scan, copy the secret shown below the QR code and enter it manually 4. Enter the 6-digit code from your authenticator app 5. Click **Verify** Your session is upgraded as soon as you verify. No backup codes are generated — make sure your authenticator app is backed up (most modern apps sync to the cloud). **Add another authenticator:** If you already have one set up, click **Add another authenticator** on the Security tab and repeat steps 3–5. Having a second factor enrolled is a useful safety net in case you lose your primary device. **Remove an authenticator:** Click the trash icon next to it on the Security tab and confirm. You'll lose two-factor protection until you enroll another one. ## Integrations See dedicated guides for each integration: - [Google Calendar](https://help.salescal.ai/en/articles/6971f8b42949c1afc3363da8.md) - [Zoom](https://help.salescal.ai/en/articles/6971f81ca951f7764ae7b4f1.md) - [GoHighLevel](https://help.salescal.ai/en/articles/6971f8f538cb61cc9967d0fb.md) ### Viewing Connected Integrations 1. Go to **Integrations** 2. See all available integrations 3. Green check = connected 4. Click to manage each ## Billing (Owners Only) ### Viewing Subscription 1. Go to **Settings** > **Billing** 2. See current plan 3. View usage 4. Review invoices ### Managing Subscription - Upgrade or downgrade plan - Update payment method - View billing history - Download invoices ### Payment Methods - Add/remove credit cards - Set default payment method - View payment history ## Data & Privacy ### Exporting Your Data To export your data: 1. Go to **Settings** > **Data** 2. Click **Export Data** 3. Select what to export 4. Download files ### Deleting Account **Warning:** This permanently deletes all data. 1. Go to **Settings** > **Account** 2. Click **Delete Account** 3. Enter password to confirm 4. Confirm deletion **What's Deleted:** - Profile and settings - All events - All leads and meetings - Calendar integrations removed ## Settings by Role

Setting

Owner

Admin

Member

Profile

Yes

Yes

Yes

Company

Yes

Yes

No

Billing

Yes

No

No

Integrations (own calendar & Zoom)

Yes

Yes

Yes

Integrations (CRM, tracking & automation)

Yes

Yes

No

Team

Yes

View

View

## Best Practices ### Complete Your Profile - Add display name - Upload professional photo - Set correct timezone ### Verify Timezone - Double-check timezone setting - Affects all scheduling - Test book yourself to verify ### Keep Integrations Current - Re-authorize when prompted - Update if permissions change - Test after any changes ### Security First - Use strong password - Enable 2FA if available - Review connected apps periodically ## Troubleshooting ### Settings Not Saving - Check for validation errors - Refresh and try again - Clear browser cache ### Timezone Wrong - Verify setting in profile - Check browser timezone - Calendar events may show differently ### Logo Not Displaying - Check file format (PNG/JPG) - Verify file size - Try re-uploading ### Can't Access Billing - Only owners see billing - Check your role with team owner ## Related Guides - [Team Setup](https://help.salescal.ai/en/articles/6a0ca33cae39ecea03070cf1.md) - Team configuration - [Roles & Permissions](https://help.salescal.ai/en/articles/6971f65e38cb61cc993d20f1.md) - Access levels - [Weekly Schedule](https://help.salescal.ai/en/articles/6970fd6e41c36e4c57c117c4.md) - Availability setup - [Custom Form Fields](https://help.salescal.ai/en/articles/6971f0f407a55ac789b74556.md) - Where saved questions come from