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Profile & Business Settings

Last Update לפני יומיים

Business Settings Overview Multiple Businesses in TalleFlow Notifications Profile Settings System Emails

Business Settings Overview

Vaasu Guduguntla

Last Update לפני יומיים

Business Settings is where you control everything that affects your entire business account, including branding, members, project configuration, connected tools, notifications, business information, and more.
Each business inside TalleFlow has its own unique settings. If you manage multiple brands, each one stays separate and organized.
How to Access Business SettingsYou can access Business Settings from anywhere inside TalleFlow:
  1. Click the Business Switcher at the top-left of your screen (next to the TalleFlow logo).
  2. In the dropdown, find your business name.
  3. Click the gear icon next to that business to open Business Settings.
Each business has its own settings — switching businesses changes the settings you manage.
Only owners, admins, and members with permission to manage the business can open Business Settings. Collaborators will not see the gear icon.
What You Can Manage Inside Business SettingsBusiness Settings is organized into several tabs. Here’s what each section controls:

1. General

Update your essential business information.

🌐 Business timezone

Set your studio's IANA timezone on Business Settings > General. TalleFlow uses it when you save timed dates on projects, forms, and calendar items so wall-clock times match what you picked in the studio.

  • Searchable picker – choose the city or region that matches where you work
  • New businesses – timezone is saved during business setup
  • Public scheduler – clients can switch a display timezone while booking; the booked time is still stored correctly for your studio

Business details

  • Business name
  • One-line description
  • Business description
  • Business type
  • Website

Contact

  • Business email
  • Phone number
Business address 

Full business address (street, city, state/region, zip, country) used on invoices, proposals, documents, and your email signature.

2. Members

Invite teammates, manage roles, and see who has access to this business.

Owers and admins can:
  • Invite members
  • Change roles
  • Remove members
  • Invite from Connecteam (if Connecteam is connected under Connected Tools)

3. Branding

Customize how your business looks across TalleFlow — logos, colors, fonts, email signature, social links, and the client portal.

Go to Business Settings → Branding.
Logos: You can upload two logos. They are used in different places:

Main logo (square)

  • Used for avatars, scheduling pages, and the client portal sidebar (next to your business name).
  • Recommended: at least 512×512 px.​

Secondary logo (wordmark)

  • A wider logo used in emails, confirmations, and timeline PDF headers.
  • Recommended: about 600×200 px (roughly 3:1).
  • Accepted files: JPEG, JPG, or PNG, up to 25MB.​

Brand colors

Set your Primary and Secondary colors.

Saving brand colors also updates the client portal’s highlight color (unless you’ve customized the portal separately).
Primary color is also used as a default accent on surfaces like contact form success pages and email signatures.
Portal font defaults Choose:
    • Title font — headings in the client portal
    • UI & button font — buttons and interface text in the client portal
    • Available fonts: Inter, Roboto, Open Sans, Lato, Montserrat, Poppins, Merriweather, and Playfair Display.

    These apply to the client portal when you save. You can still override them in Customize portal.

    Email signatureCreate a branded signature used when sending email from TalleFlow.
    • Click Create Signature (or Edit if you already have one)
    • Add name, job title, contact details, and address
    • Show or hide individual fields
    • Choose font, size, and accent color
    • Preview before saving
    You can delete a signature from this same card.

    Social

    Add social and website links to display across documents and client-facing pages.

    Supported platforms:
    • Blog
    • X (Twitter)
    • Facebook
    • Instagram
    • LinkedIn
    • YouTube
    • TikTok
    • Other (custom link)

    Client Portal

    Set the public URL clients use to sign in, and customize how the portal looks.

    Portal URL

    • Choose a handle such as your-studio (your public portal URL uses this handle)
    • Handles must be 3–63 characters, lowercase letters, numbers, and hyphens
    • Only the business owner can change the URL
    • You can change it up to 3 times

    Appearance

    Click Customize to open a live preview and adjust:
    • Page background
    • Highlight color (buttons and active navigation)
    • Title font
    • Sidebar color
    • Button corner radius
    • Button & UI font
    • Bold / italic button text
    Use Reset to brand defaults to pull colors and fonts back from your Brand Colors and Portal font defaults.
    TalleFlow warns you if highlight and sidebar colors don’t have enough contrast for readability.

    4. Preferences

    Customize how projects and timelines work for your business.
    Go to Business Settings → Preferences.

    Project Types

    Define your own project categories (for example, “Weddings,” “Corporate Events,” “Branding Shoots”). These appear whenever you create a new project.

    Project Sources

    Manage how leads and clients find your business (for example, Instagram, referral, website).

    Project Stages

    Create a workflow that matches your process (for example, Planning → In Progress → Review → Completed → Archived). These stages appear in the project sidebar and Calendar.

    Contact Custom Fields

    Add extra fields that appear on contacts.

    Project Custom Fields

    Add extra fields that appear on projects.

    Timeline defaults

    Set business-wide defaults for new timelines and PDF exports:
    • Whether members can edit timeline branding and PDF options
    • Show business logo in new timelines by default
    • Show event image in PDF exports by default
    • Start each day on a new PDF page by default
    If you’ve already completed setup, you can also reopen the Getting started guide from this tab.

    5. Connected Tools

    Connect external tools to enhance your workflow. This tab was previously labeled Integrations. It has three sections:

    Integrations

    Connect tools such as:
    • Google Workspace — send email from Gmail, sync Google Calendar, add Google Meet links
    • Microsoft 365 — send email, sync calendar, add Teams meetings
    • Zoom — add Zoom meetings when creating events
    • Canva — browse and attach designs from inside projects
    • SmugMug — link photo galleries to projects and share them in the portal
    • Prismm — attach venue floorplans (enables the Floor Plans tab in projects)
    • Photo Booth Templates / TemplatesBooth — browse photo booth templates in Inventory
    • Connecteam — view your roster and invite people from Members
    • Quo (OpenPhone) — send texts to contacts and project members
    • Snappic — create or link events, galleries, and surveys
    • QuickBooks Online — sync invoices, payments, refunds, fees, and expenses.

    These integrations must be set up here before their features appear inside projects.
    Some tools (for example, Simple Booth) may appear as Coming Soon.

        Emails

        Configure a custom sending domain for business email (available when email marketing is included in your plan).

        Digital Studio by Ryan

        Manage Digital Studio catalog settings if you use that offering.
        Team members without full Business Settings access can still open Connected Tools to manage the integrations they are allowed to use.

        6. Alerts & Reminders

        Control when TalleFlow notifies you — and how. This tab was previously labeled Notifications.

        Notifications

        Turn email and in-app alerts on or off for events such as:
        • New leads and form submissions
        • Client emails and project messages
        • Task assignments
        • Document completions, signatures, and updates
        • Files viewed by a client
        • Conflicting project dates
        • Community, event, and friend-request activity
        • Clients added to a project (email only)

        System Reminders

        Set automated reminders (for example, upcoming tasks or deadlines).

        Email Templates

        Manage default emails sent with documents such as brochures, contracts, invoices, proposals, and questionnaires.
        Supported delivery today: email and in-app.

        7. AI

        Turn on AI Document Generation to help create brochures, proposals, and custom documents.

        This requires the AI Document Builder feature on your plan. Additional AI tools (content generation and analytics) are coming soon.
        Where Business Settings Are Used Inside TalleFlowMany features depend on what you set up here.

        Projects

        • Custom project types, sources, and stages
        • Custom fields
        • Default timeline branding

        Documents & client-facing pages

        • Business name, address, and contact details
        • Logos on scheduling, emails, timelines, and the portal
        • Brand colors as accents on the portal, contact form success pages, and email signatures
        • Social links on documents and client-facing pages

        Client portal

        • Public URL
        • Sidebar logo, colors, fonts, and button style

        Invoices

        • Business address
        • Tax information — set the global tax rate in Finance → Settings. It applies to every invoice if you turn on “apply tax” at the invoice level.
        • Stripe activation (also under Finance → Settings)

        Floor plans, designs, and galleries

        • Prismm unlocks Floor Plans in projects
        • Canva unlocks the Canva panel in projects
        • SmugMug, Snappic, and similar tools unlock galleries and event features

        Emails

        • Google Workspace or Microsoft 365 for sending from your connected inbox
        • Email signature from Branding
        • Custom sending domain under Connected Tools → Emails (if available on your plan).

        Common Setup Checklist

        We recommend finishing these steps in Business Settings when you first join:

        • Fill in business name, contact details, and address
        • Upload your main logo and secondary wordmark
        • Set brand colors and portal fonts
        • Create an email signature
        • Add social links
        • Set your client portal URL and review appearance
        • Add project types, sources, and stages
        • Invite team members
        • Connect Google Workspace or Microsoft 365
        • Connect Prismm, Canva, or other tools you use
        • Set notification preferences

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