- Click the Company tab.
- Click the Branding tab.
- Click the Job Settings tab.
- Click the Markup, Pricing & Sales Tax tab.
- Click the Payments tab.
- Click the Notifications tab.
- Click the Import Data tab.
- Click the Calendar tab.
- Click the Integration Hub tab.
- Open Google Calendar and review its setup requirements.
- Return to the directory without changing any connection.
- Click the Subscription tab.
- Review the current subscription plan and seat usage.
- Copy an available referral code.
- Click the Profile tab.
- Edit the personal profile fields.
- Save the updated profile.
- Fill in the password change form.
- Save the new password.
The real Settings tab strip: Company Profile, Branding, Job Settings, Markup, Pricing & Sales Tax, Bid & Invoice Templates, Profile, Calendar, Subscription, Payments, Notifications, Import Data, and Integration Hub.