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What's in Settings

A tab by tab guide to Settings, so you know where each setting lives.

Click Settings at the bottom of the menu. Settings is split into tabs across the top. The Billing & cancellation button at the top right opens your plan and billing.

The tabs

  • Business profile: your logo, business name, email, phone, website, address, the areas you serve, main contact person, tagline and legal business name. It also holds your default confirmation message (shown after any purchase, registration or booking), your refund window and late-cancel notice (these fill in your Refund and Cancellation Policy page), and Ask for a review after events. Press Save business profile when you’re done.
  • Payments: connect Stripe for cards and buy now, pay later, connect PayPal for PayPal, Pay in 4 and Venmo, and add your Zelle, Venmo, Cash App or cash details. See Connect Stripe.
  • Texting: points you to the Texts page, where your number and opt-outs live.
  • Shipping: connect your EasyShip account for live carrier rates at checkout and shipping labels.
  • Email: points you to the Email page, where your sending domain and from addresses live.
  • Tax: your default invoice tax rate, a custom mileage rate (leave it blank to use the official IRS rate), when your fiscal year starts, your income tax rate for estimates, and quarterly reminder emails.
  • Categories: your gathering types, and your income and expense categories.
  • Notifications: email reminders 24 and 48 hours before each gathering, a daily digest of overdue invoices, and a weekly summary of staff payments coming due.
  • Zapier and apps: send what happens in ColibriOS to your other tools. See Connect Zapier, Make or N8N.
  • Team: invite people and choose their role. See Add team members.
  • Security: two-factor sign-in with an authenticator app. Add a second one so you’re never locked out.
  • Your profile: your name and phone, and your role in this workspace.

Good to know

  • Your website’s look, address and domain live under Website, not Settings. See Set up your brand kit.
  • Only the owner or an admin can manage the team and connect other apps.
  • If you lose your only authenticator, contact support to reset it.
  • Your plan, AI actions and invoices are on the Billing page. See Change, pay for or cancel your plan.