Settings

Settings

Access settings from the bottom of the left sidebar in your dashboard. Settings are available to admin users.

General Settings

Configure your organization's basic information:

• Organization name and branding
• Default language for the dashboard
• Time zone

Integrations

Connect your external systems:

• PMS Integration — Connect Optima, EzGo, MiniHotel, or SimpleBooking. See the PMS setup guide
• Each integration has its own configuration panel with credentials, sync settings, and test tools

Channels

Manage your messaging channels:

• WhatsApp — Connection status, phone number, verification. See Connect WhatsApp
• Instagram — Connect your Instagram Business account for DM support
• Facebook — Link your Facebook page

Notifications

Configure how you're alerted about conversations:

• Choose which events trigger notifications (new conversation, escalation, etc.)
• Set up push notifications on your mobile device
• Register/unregister devices for push alerts

Team Management

• Invite team members by email
• Assign roles (Admin or Member)
• Remove team members
• View who's active

Best practices

• Review integrations monthly to ensure API credentials haven't expired
• Keep notification settings tuned — too many alerts leads to alert fatigue, too few means missed conversations
• Audit team access when staff changes — remove departed employees promptly