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Navigating FIG Settings

A quick rundown of the options you have on the settings page.
BE
Benny Estrada
Updated 5 months ago

Once you've already dipped your toes into the possibilities of FIG, you must become familiarized with its settings to truly make it yours. Our guide on tinkering with FIG settings is your backstage pass to this customization. From tweaking your personal touch to laying down company policies, managing subscriptions, and syncing tools seamlessly – we've got it covered. Dive into each section as we break down the nitty-gritty.

Company Settings

Tailor your FIG experience by customizing personal and company details to reflect your brand identity and operational preferences.


Account Settings

Manage your profile details, including image uploads, first and last names, email, and phone numbers.

Enhance security by changing passwords and enabling Two-factor authentication for added protection.

Company Settings

Customize your company's identity by uploading a logo and adjusting details like name, subdomain, email, phone number, website URL, timezone, social media links, address, and country.

Billing Settings

Efficiently manage your FIG subscription, payments, and billing details. Stay on top of your subscription with a quick check on the plan status, upcoming billing periods, past transactions, and billing address management. 

Update credit card information seamlessly.

Policies Settings

Establish operational guidelines, improve customer experience, and set preferences. 

Fine-tune policies in various sections, such as customers, fees, service areas, terms and conditions, ratings, and widgets. From booking limits to cancellation fees, ensure policies align with your business needs.

Integrations

Streamline communication and workflow by seamlessly connecting FIG with your preferred tools and services.

Configure Your Integrations

Effortlessly integrate with email, Twilio, Zapier, and Dialpad.

  • Integration 1: Email - Set up SMTP email settings.

  • Integration 2: Twilio - Copy account details, test, and enable A2P 10DLC compliance.

  • Integration 3: Zapier - Sign up, create a Zap, sign in, and go live.

  • Integration 4: Dialpad - Sign up and connect to FIG.


Sales Tax

Ensure compliance by defining and managing sales taxes based on your service area with easy setup and management options.

Set Up and Manage Sales Taxes

It's very easy to set up sales tax by clicking on Add Sales Tax. Fill up the side form and you're done.

System Logs

Stay informed about platform usage and changes with recent activity logs, providing valuable insights into user activities.

Services and Billing

Effectively manage service offerings, pricing, and areas to streamline your business operations and enhance customer experience.

Services Settings

Set pricing for services and manage service categories, pricing variables, addons, frequencies, and service areas.

Discount Codes Settings

Attract customers with discount codes. Specify code name, amount or percentage, validity, and restrictions.

Payment Settings

Add and edit payment methods for seamless transactions.

Gift Cards

Engage customers with digital gift cards. Purchase, customize, and set card values for added revenue.

Checklists

Streamline cleaning tasks by customizing checklists for your team.

Custom Fields

Gather specific information with customized lead and booking forms.

Manage Team

Efficiently organize and edit your team members. 

Teams Settings

Add and edit team members' information.

Team Availability Settings

Define and manage team availability for seamless scheduling.

Manage Users

Administer user roles and permissions to ensure secure platform usage and access control. 

Tags

Organize tasks efficiently with customizable tags, facilitating easy categorization and management. 

Schedule Settings

Optimize business scheduling with customizable booking spots and premium booking form widgets to enhance customer experience and streamline booking processes. 

Booking Spots Settings

Create the spots for which your business can be booked. You can add spots quickly or individually by choosing all variables associated with the service.

Make sure to click save when you are done

Widget Settings

Enhance customer experience with customized form widgets. 

Notifications Settings

Keep your team and customers informed with tailored notifications. 

Premium Booking Form

Personalize customer interaction with a premium booking form. 


This comprehensive guide empowers you to navigate and customize FIG settings effectively. Should you have any questions, our support team is ready to assist you!


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