Tweak your preferences

Introduction

In this section you can tweak your preferences to adjust the app to your needs. Such as adding your logo, webpage URL and adjusting the looks of the PDF export.

1. Navigate to Settings

On the top right corner of the screen you will find the settings button under your profile.

2. Adjust Business Info

Here you can adjust the business info. Such as adding your logo, webpage URL and your language.

Moreover you can toggle the brand settings to make this information visible in the Client View and PDF. If a user clicks on your logo, it will be redirected to your webpage URL. Giving a very professional look to your plan.

3. Adjust PDF options

Here you can adjust the PDF options. Such as tweaking the colors, qr code, summary and shopping list.

We can choose what to show on the PDF: You can remove the QR code if you do not work with interactive plans, remove the Weekly Summary, the shopping lists or use custom colors to match your branding. Moreover you can add guides to the end of the PDF to add value to your clients in one click.

Remember to save your settings.

And done! You are all set to have a more tailored plan for your clients!