Settings

Your firm

Settings

Everything you can turn on, connect, or change, in one place. Your website’s words and photos are in Your site.

Just for you

How you hear about new leads

  • Email me new leads

    Their name, phone, and what it’s about. Their message stays in HQ.

  • Text me new leads

    First name, what it’s about, and a link. US mobile numbers. Reply STOP to stop.

For the whole firm

Your firm’s settings

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How this worksEverything your firm can turn on, connect, or change, in one place.
  1. Just for you: turn new-lead emails and texts on or off for yourself. For texts, type your own mobile number and press Save.
  2. For the whole firm: each line says where it stands (On, Off, Connected) and opens its page: firm details, your web address, online booking, practice software, follow-up emails, the Spanish site, team, billing, and downloading your data.
  3. Switches that are simple, like texting callers back after a missed call, work right on this page. Owners and admins can change the firm’s settings.
Full guide and common questions