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Where did my Account and settings go?

Account is now a button at the top of the portal, not a tab. Press Account to open a panel on the right. It holds your money, plan, phone line, privacy and sign-in, plus set-once settings: hours, other calendars, order settings and the chat button. Calendar, Customers and Webpage each end with a Settings link to it.

Before you start

  • Your sign-in for the portal.
  • Some parts show only when they apply to you or are switched on for your account. Order settings shows only while you have Orders.

Steps

Step 1: open Account

  1. Press Account at the top of the portal, beside Help. On a phone or a tablet it is a small person icon; on a laptop or a bigger screen it says Account. A panel opens on the right. It starts on Money, and later opens again on the part you were last on.
  2. Pick a part from the list on the left. On a narrow screen the list is a menu at the top of the panel. One part shows at a time.
  3. To close the panel, press the × button or Escape.

Step 2: what each group holds

  • Money: Get paid by card, Payments and Balance & payouts, plus other money screens that show when they apply to you.
  • Your business: Contact info and Your businesses.
  • Your plan: Plan and Your referral code.
  • Phone & texts: Your Kwickly Answers number, and Texting, where you see your customers’ replies and STOPs. Website & booking includes 250 texts a month; the Texts add-on is not yet for sale.
  • Links & software: Customer software, Stock software, QR codes and links and QR & link campaign performance.
  • Privacy: What support can see.
  • Sign-in & activity: Sign-in and Activity.
  • Your data: Download everything.
  • Calendar settings: Hours, Other calendars, Connected tools and Team settings.
  • Order settings (only with Orders): Order settings, Phone orders, Message channels and Your store.
  • Webpage settings: Chat button.

Step 3: use the settings link at the foot

  1. Open Calendar, Customers or Webpage and go to the foot of the page.
  2. Press the settings link there: Hours and calendar settings on Calendar, Order settings on Customers (shown only while you have Orders), or Chat button settings on Webpage. Account opens on that tab's group: Hours from Calendar, Order settings from Customers, and Chat button from Webpage.

Where these settings used to be

  • Hours, Other calendars (with your Google and iCal links, Apple Calendar link, workplace link and busy-times feed), Connected tools and Team settings were on Calendar. They are now under Account, then Calendar settings.
  • Order settings, Phone orders, Message channels and Your store were on Customers. They are now under Account, then Order settings.
  • Chat button was on Webpage. It is now under Account, then Webpage settings.
  • Your bookings list, Booking rules, Times you can't be booked, Repeating visits and Staff stay on Calendar.

It worked when

The panel is titled Account, the list shows the group you wanted, and the part you picked is on screen. Closing it puts you back on the tab you were on.

Related help

Still stuck?

Tell me your business name, the setting you are looking for, and what you see when you press Account. A photo of the screen helps. I'll check what I can.

Email harley@kwicklyanswers.com

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