Overview - How Can I Customize My Account

There are a number of ways in which you can customize or configure your account, including:

• Customizing the theme of your account (including account colors and fonts).
• Adding your organization's logo to the account home page and header of PDF downloads.
• Customizing the headers/footers of PDF downloads.
• Customizing the email headers/footers of emails sent from your account.
• Connecting multiple email addresses to send/receive business email through your account.
• Customizing default email messages sent from your account.
• Customizing the color picker tool used for your account.
• Customizing the currency symbol and timezone and date/time format.
• Connecting your account to other applications to share data.
• Configuring alerts when there are time conflicts for events and venue bookings.
• Configuring your account to auto-archive events.
• Configuring permission settings for users in your account.
• Creating/customizing Tags used in your account (for tagging Events, Leads, Contacts, Proposals, Invoices and Contracts).
• Setting up venue listings and spaces/rooms for those venues.
• Creating reusable templates for a variety of tools.
• Configuring the lead capture form/settings (for collecting leads from your website contacts page).