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In the account settings you define what applies to the whole organization: profile, booking page, invoices, payments, and security. Settings on a single resource or service add to that, or apply only there.

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How to open the account settings

Two paths lead to the same page:
  • In the sidebar, under Account, click Settings.
  • At the top right, click your avatar and then Account settings.
The account name sits at the top, next to Booking page active or Booking page inactive. You save changes with Save in the header.

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All tabs

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What is on each tab

General is the account profile. You store the logo, name, time zone, currency, use case, industry, description, and cover image. Contact Details and Legal information appear on the booking page and on the invoice PDF. The logo is added to the invoice PDF automatically. Invoicing has no separate logo option. Under Contact Details, Domain is the website, for example example.com or a full address. anny stores the domain. The field rejects email providers and anny addresses. When you change Currency, anny asks whether to switch the offers along (Switch offers to …?). Apply moves services, add-ons, bundles, and subscriptions to the new currency. Existing bookings and orders stay in the previous currency. Don’t apply leaves the offers as they are. Shop settings are grouped into General, Booking page, Labels & barcodes, Availability calendar, and Notifications. You set the booking page layout under Booking page. More on that is in Booking page layout. Labels & barcodes appears when labels are available for the account. Under Documents you keep the terms and the privacy policy. The status is set or not set, with Edit next to it.

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Data fields

Data fields follows General. It holds Fields in checkout, Custom order fields, Custom customer fields, and Custom business fields. Calculated fields are values anny calculates for every customer: the value shows on the customer, and you edit the definition here. Below that, All forms shows which form collects data, where it is offered, and how many records use it. You create new forms where they are offered: on the service, product, plan, or inquiry form. You attach a form to a single record with Add. More is in Custom forms. Subscription shows which anny plan applies, and the Billing details. In the sidebar you reach the same tab via Settings and then Billing. Inquiries receives emails and creates orders for new inquiries. The flow is in Inquiries & inquiry forms. anny AI is the page for the AI agent your customers use. At the top is Your anny AI Agent, with Test Chat, Test Call, Configure, and Manage knowledge. Below that is Choose your anny AI plan, and you set the widget up under Setup Chat-Widget. This is not the AI Agent in the top bar. That one is described in anny Agent. Invoicing contains Automated invoicing. Details are in Invoicing. Online payments shows Your payment conditions. The tab requires Payment processing & invoicing to be available for the account. SSO & Security contains Domains, Attribute Mapping, and Enforce Two-Factor Authentication. Privacy configures deletion and anonymization periods. It appears only when Deletion Periods are on. Booking rules holds Account-wide rules for bookings and Resource-specific rules for bookings. Groups are the base data your bookings, resources, and services are organized by. You drag entries to change the order. The groups are Product groups, Booking bundle groups, Resource groups, and Service groups. Tags label bookings, orders, customers, resources, and services. Anyone who can edit a record can tag it. API & Webhooks contains Personal Access Tokens and Webhooks. Share & embed gives you the booking page link and embedding on a website.

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What no longer lives in the account settings

  • Features you can turn on live in the sidebar under Apps & Integrations, not as their own tab.
  • Notifications live under General, inside Shop settings.
  • Blockers live under Bookings and then Blockers, not as a tab. More on that is in Global blockers.

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FAQ

Subscription appears when the account has a subscription or a trial. You see Inquiries when you can edit the organization. anny AI and Online payments appear when they are available for the account. Privacy only with Deletion Periods. Payouts only without a payment account, when the account uses payouts and you can see them. API & Webhooks only when you can manage webhooks.
Account settings apply to the whole organization. Resources and services have their own settings that add to this, or apply only to that record.
You see Settings when you can edit the organization. In the default roles that is Super Admin and Admin. More on that is in Manage Admin Users and Roles.
Under Account, open Settings and then the Subscription tab, or in the sidebar Settings and Billing. The avatar menu no longer has its own item for this.