Settings

Users, permissions, custom fields, phone, email and every account setting.

20 articles

1Settings overviewWhat each part of the Settings menu does, which settings you can change yourself, and which to leave to your consultant.
2Business profileEnter your agency name, logo, contact details, address and time zone, and stop the same client from being saved twice.
3My profileManage your name, photo, password, two-factor authentication, email signature and notification preferences.
4Plan and invoicesSee your Squaremeters plan, included contact usage and invoices; learn how charges are calculated and how to change your plan.
5My staffAdd your broker, agents and office assistant to the panel; set their role, permissions and phone, and remove a leaver safely.
6Roles and permissionsThe difference between Admin and User, what each permission group unlocks, and recommended settings for a broker, agent and office assistant.
7Restrict data accessUse Only Assigned Data so agents see only the clients, opportunities and appointments assigned to them.
8Opportunity and pipeline settingsManage your Buyers, Sellers and Lettings pipelines; set duplicate opportunity rules and lost reasons for your agency.
9Custom fieldsGet to know the Property enquiry and Consent field groups, protect the fields the assistant fills in, and add your own fields.
10Custom valuesDefine frequently used details such as the office address, map link and opening hours once, and use them in every message template.
11Tag managementCreate, rename and delete tags in one place; protect the tags the assistant uses and set a naming convention for your team.
12ObjectsCreate your own record types beyond contacts and opportunities, such as off-plan developments, and link them to clients.
13Lead scoringScore clients' interactions to bring your hottest buyers and sellers to the top, so agents start the day with the right people.
14Phone systemSee the assistant's and office's numbers, manage the number name and call recording, and make forwarding changes with your consultant.
15Email servicesSend email from your own domain; add and verify SPF, DKIM and DMARC records, and collect client replies in the inbox.
16Domains and redirectsConnect your agency's domain so booking and valuation pages open on your own address, and redirect old links.
17Conversation providersSee which service sends the SMS and email you send from Conversations, and make any change with your consultant.
18Labs (beta features)Try features that are still in development; learn what to check before switching them on and a safe way to trial them.
19Audit logsSee who created, changed or deleted which client, opportunity or setting, and when; use it for KVKK accountability.
20Brand boardsKeep your agency's logos, colours and fonts in one place for consistent booking pages, emails and listing visuals.

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