What it is#
Settings holds the choices that apply to your whole business. It is split into groups, each with one or more sections. Each section saves on its own with its own button, and shows Saved when it has. On a laptop the list of sections sits down the left so you can jump to one.
Some things are not in Settings. Working hours, flex and breaks times are set for each team member in Team. Invoice numbering and the file for your accounting software are on the Exports page.
When to use it#
Use this page to find where a setting lives, then follow the link to the article that explains it in full.
How to do it#
Open Settings from the menu. The groups and sections, in order:
- Your business
- Business details: trading name, address, contact details, VAT and your logo. See Setting up your business and VAT.
- Branding: the header, colours and footer of every email your customers get. See Branding.
- Security and sign-in: two-factor codes, trusted devices, your sign-in email and signing out everywhere. See Security.
- The diary
- Scheduling: Who places the visits, travel time, when a customer settles, Weeks planned ahead, the break window, loading time and the depot. See Automatic and self mode and Settled routines.
- Customers
- Customer emails: when visits are confirmed and whether each customer is emailed. See Visit confirmations.
- Marketing emails: whether RotaRound may send you product news. It has nothing to do with your customers.
- Price reviews: when prices outside an agreement come up for review, the notice period and your price increase email. See Price reviews.
- Agreements: how agreement price rises are sent, reminders, and your agreement templates. See What an agreement is.
- Team
- Team emails: the week ahead email, the daily email and change emails to your team. See The team member's page.
- You
- App on this device: shown on phones and tablets only. See The app on your phone.
- Notifications: which events reach you in the app, by email and by push. See Notifications.
- Money
- Payment terms: how many days every customer has to pay an invoice. See How invoices are made.
- Account
- Export data and Close account. See Your data and closing your account.
What your customer sees#
Several sections change what your customers get: Branding sets how every email looks, Customer emails decides whether they hear about their visits, and Price reviews and Agreements shape the emails about prices. The rest are for you and your team only.
What happens next#
A saved change applies from then on. A change to Scheduling is picked up at the diary's next planning pass.
Good to know#
- There is no billing section in Settings. See Billing.
- There is no change password control. Use Forgotten password? on the sign-in screen.
- The help lines under Scheduling change with the mode you choose: automatic ("Let the diary plan itself") or self ("I place visits myself").
Related articles#
Not what you needed? Contact us and say what you were trying to do.