Settings Sections
Business Profile
- Business name — displayed in the app, customer portal, and emails
- Logo — uploaded to the app header and customer-facing documents
- Contact details — phone, email, address
- Service area — the geographic region you operate in
- Timezone — affects scheduling, reports, and timestamps
Notifications
Control which notifications go to whom:Billing
- Payment gateway — configure PayFast for customer payments
- Invoice settings — set invoice numbering, tax rates, payment terms
- Subscription — manage your Vynta plan and billing
Customer Portal
- Portal branding — customise colours and logo for the customer-facing portal
- Portal access — control which customers can access the portal
- Email templates — customise invitation and notification emails
Time & Attendance
- Standard work hours — define the default shift start and end times
- Auto clock-out — set the grace period for automatic clock-out
- GPS tracking — enable or disable location tracking for clock in/out
AI Features
- Voice dictation — enable or disable voice-to-text transcription
- AI copilot — enable or disable AI-powered suggestions
Referrals
- Referral programme — configure your referral rewards and tracking
- Referral links — generate and share referral links
Accessing Settings
Click Settings in the sidebar. Some settings are only available to Owners and Admins — if you can’t see a setting, check your role permissions.FAQ
Who can change settings?
Who can change settings?
Owners can change all settings. Admins can change most settings except billing and subscription. Technicians and Dispatchers cannot access settings.
Do setting changes take effect immediately?
Do setting changes take effect immediately?
Most changes take effect immediately. Some changes (like timezone) may require a page refresh.