{% extends "base.html" %} {% block title %}Settings{% endblock %} {% block scripts %} {% endblock %} {% block content %}

Settings

Your company, branding, business hours and connections.

CompanyTime & holidaysConnections SafetyQuestionsAlertsBackupsApp branding

Company

Each automation can choose its own; this is used when it doesn't.

Only used if you connect an AI. Describe your company's tone.

Branding

Logos, colours, fonts and footers, including separate brands for each company in your group, are on the Brands page. Each person's style and signature is under People → Email look.

Time & Business Hours

{% for d in day_names %}{% endfor %}

Connections

Everything works without AI, using the email library. If your company has an AI account, connect it to have the AI write emails, answer questions and set up automations from a sentence. Use any AI that gives you an API key.

{% if api_key_env %}

Connected {{ ai.label }}, via server setting

{% elif api_key_saved %}

Connected {{ ai.label }}

{% else %}

Not connected Emails come from the email library.

{% endif %}

Where do I get a key?

{% if api_key_saved %}{% endif %} {% if api_key_saved or api_key_env %}{% endif %}

Only needed if someone uses Microsoft 365 / Outlook email. Paste the IDs from your Microsoft app registration, and add {{ ms_redirect }} to it under Authentication → Add a platform → Mobile and desktop applications.

Lets anyone connect Xero on the Data page with a normal Xero sign-in. Create an app at developer.xero.com (type “Mobile or desktop app”, which needs no secret), add this redirect address: {{ xero_redirect }}, and paste its client ID.

Connect each person's email on the People page.

    {% for k, label in sources.items() %}
  • {{ label }}
  • {% endfor %}

Safety

{% if upcoming_holidays %}

Untick any day your business works.

{% for d in upcoming_holidays %} {% endfor %}
{% elif safety.country %}

Save to see the upcoming holidays.

{% endif %}

Company shutdowns or local days, one per line, date first: 2026-12-24 Office closed

Questions by Email

Alerts

{{ product.name }} emails you when something needs you. Alerts are sent from one of your connected accounts.

{% for k, label in alert_kinds.items() %}{% endfor %}

Needed for one-click approve buttons in emails. For an online copy it's the address you sign in at, e.g. https://salescomms-acme.onrender.com. Approve links only work from other devices when {{ product.name }} is online.

Save first if you changed anything.

App Branding (White Label)

How this app presents itself: its name, logo, colours and font on every screen, the sign-in page and alert emails. Change these to run it under your own name. This is separate from Brands, which style the emails your people send.

{{ icon('sparkle', 15) }} Copy from a website

Fills in the logo, colours and font. Check them, then save.

Shown on a panel in the dark colour, so a light or colourful logo works best. PNG or JPG.

A small square version of the logo.

Behind the logo.

Buttons and highlights.

Backups & Updates

A backup is made automatically every day (the last 14 are kept). Download one now and then and keep it somewhere safe, such as a USB stick or cloud storage.

{% if restore_pending %}{% endif %} {% if update_pending %}{% endif %}
Version {{ version }}
{% if backups %}{% endif %}
Restore a backup

Takes effect when {{ product.name }} next starts.

Install an update

Upload a new {{ product.name }}.zip. Settings and data are kept; takes effect on the next start. (Online copies update automatically when redeployed.)

Setup Packs

For One Person's Own Computer

A blank slate for someone who runs {{ product.name }} on their own computer: just them and their company's branding. No colleagues, automations, address book or data come with it, so they add only the people and automations they work with.

Whole Setup

Save this whole setup (brands, people, automations, templates, price list, address book) as one file, and load it into another copy of {{ product.name }} to set up a new company quickly. Passwords, emails sent and data aren't included.

Help & Support

If something isn't working, download diagnostics and send the file to your {{ product.name }} support contact. It contains settings and recent problems only: no emails, data or passwords.

Download Diagnostics

Start Fresh

Clears all sent emails, scheduled emails and activity. Your settings, people and automations are kept.

{% endblock %}