Settings
Company
WhatsApp
Payments
Email
Notifications
Security
Roles
Backup
Company Profile
Your company information used across invoices, emails, and the website.
WhatsApp Business API
Connect your WhatsApp Business account to send and receive messages from the admin panel.
Get this from the Meta Developer Dashboard → WhatsApp → API Setup
Auto-reply to new messages
Send a welcome message when a new client messages you
Notify team on new WhatsApp
Send in-app notification to all team members
Log messages to CRM
Automatically link WhatsApp messages to client profiles
Payment Gateways
Configure your payment providers for receiving client payments.
M-Pesa (Daraja API)
ConnectedStripe
ConnectedNotifications
Choose how you want to be notified about important events.
New inquiry received
Email + push notification
Payment received
Email + WhatsApp notification
Task overdue
Email notification to assigned team member
Invoice overdue
Auto-send reminder email to client
Weekly summary report
Send digest every Monday at 9 AM EAT