Account Settings brings personal and company settings together. Workspace Settings contains defaults used across workspace experiences. Review both before launching a new booking or delivery workflow.
Personal Settings
Open Account Settings to review the profile, password, address, and daypart preferences available to your account. Keep your contact details current so your team can identify you correctly.
Company Settings
Company settings can include profile details, white-label configuration, legal documents, business hours, download permissions, and deposit settings. Access depends on your role.
- Identify the business or workflow the setting applies to.
- Review its existing saved value before making a change.
- Make the intended update and use the page’s save control.
- Reopen the relevant customer or team experience to confirm the result.
Check the Customer Experience
A workspace default and a saved customization on a specific form or portal can serve different purposes. Review the actual form, portal, or delivery link you will share rather than assuming one setting changes every surface.
For policies, acknowledgements, payment collection, or file access, use the options that match your business requirements. This guide explains where settings live; it does not establish legal, payment, or refund terms for your business.
If a saved change does not appear, note the affected page and whether you are viewing a workspace page, customer portal, or public form when contacting support.