Settings

Each page can be described in one sentence, and each page is a single permission tier.

That second part is the useful one: you can answer "what can a manager change?" by looking at the menu.

Your Fathom connection, your name, your timezone, your typical call length, and how the app looks. These are yours alone to change, and your name is the only one the rest of the workspace sees.

Your name is how you appear to everyone else in the workspace. Anyone can correct their own here, whatever their role.

Fathom sits here rather than under Integrations because the connection is yours personally: you connect your own account so your own calls arrive.

Timezone is the consequential one. It sets your day boundary, and therefore your dashboard, your planner, and when follow-ups come due.

Appearance, the last card, is Light, Dark or Automatic, which follows your device. It changes the moment you pick it, only you see it, and it follows you to every device you sign in on. Pages your prospects see, such as the one they sign on, stay light whatever you pick. If you also work in an agency console, it has a Preferences page of its own, next to your email and Sign out, with the same choice.

Three cards, in dependency order.

Anthropic is first because nothing analyses without it. See the key.

Payments is second. This is where you connect your own Stripe account so a signed deal can take a deposit and charge the agreed schedule. The money goes straight to you: we never hold it, and on a reseller plan it never passes through your agency's account either.

A workspace that a platform admin has set to take payments on the platform's own Stripe account shows that instead: where the money goes, and no buttons, because there is nothing to connect. Only a platform admin can change it.

GoHighLevel is third and is enrichment. It matches calls to your GoHighLevel contacts and brings scheduled appointments onto the dashboard. Without it, calls still attach to contacts you already have by email. See how calls find their contact.

Signed HTTPS webhooks fanned out to any URL: Zapier's Catch Webhook, Make's Custom Webhook, or your own endpoint.

Adding one shows its signing secret once, so copy it then. Each request carries an X-Webhook-Signature header, an HMAC-SHA256 made with that secret, which your endpoint checks to know the request is genuine, and an X-Webhook-Event header naming what happened.

Plus a dedicated hook that fires when somebody submits their end-of-day report.

The outbound lead settings: the daily target, the backlog threshold that pauses sourcing, the targeting, and the tone of the message. These are the only settings a manager can edit, which is what earns this page its own tier.

Call types are not here any more. They live on the Playbook, under How we grade calls, as one card per type holding its name, colour, order, archive control and both grading answers. This page keeps a card naming that tab and a button that opens it.

Nothing about who can change a call type moved with it. A manager still names, recolours, reorders and archives them; the two answers that steer grading are still owner and admin. See The two tabs.

The old /settings/call-categories address still works and redirects here.

What the company will commit to a customer, on three tabs: the terms a deal is signed under, the prices a closer may agree to, and the questions a prospect answers before the call.

Owner and admin only, which is narrower than the Sales page next to it. That is deliberate rather than an oversight. Sales covers how the team works day to day, which a manager runs. This covers what the company will legally and commercially agree to, which a manager running a pod should not be able to move.

What we sign

At the top is The seller of record: who your customers are contracting with. The legal entity name and the registered address are needed before anybody can sign. The email customers write to about a charge is needed only for deals that save a card for later payments. Who signs for you and a billing phone are optional. These details are written into each agreement when it goes out, so changing them later never changes a contract already sent.

On a workspace that takes its deal payments on the platform's Stripe account, this panel is read only and names the platform account's owner, because that is who its contracts are with. Only a platform admin can change it.

Below it are your agreements. One can cover every offer, or you can add one that covers a single offer, which then wins for that offer. Open one to write it.

• Paste or type the terms, or use Upload your agreement as a PDF above the editor. Leave the amounts and the payment schedule out: those come from each deal, so one agreement serves every price you sell at.
• An uploaded PDF becomes text you check. Its words are read into the editor and laid out like a paste, so proofread them before you publish. What a prospect signs is that text, not the PDF file. The PDF is kept with the version it becomes, and Original PDF in the version list opens it. A scanned PDF is pictures of pages with no words to read, so upload the original document or paste the text instead. If the editor holds changes you have not published, it asks before replacing them.
• Re-format with AI turns a pasted agreement into a tidy document with headings, lists and spacing in a few seconds. Your words stay exactly as written, and it never adds a title that was not already there. The result appears in the preview. Undo puts your text back exactly as it was. It needs an Anthropic key connected under Settings › Integrations.
• The buttons above the text add headings, bold, lists and quotes by hand, and Preview shows how it will read.
• Publish saves it as a new version and makes that the one new deals go out with. A published version can never be edited, so a signed contract keeps its exact words.

Every published version stays in the list, and Read opens any of them. Make active on an earlier version sends new deals out with that one again, without copying anything. A deal already sent always keeps the version it was sent with.

A version no deal ever used, not even a draft, can be removed with Delete, which asks first. A version deals did use is kept for them, so it offers Archive instead, which tucks it under Archived at the foot of the list, where Restore brings it back. An archived version cannot be made active, and the active version can be neither deleted nor archived.

What a closer may agree to

One card per offer. The Normal price is the big figure, the Lowest price sits beside it with the discount worked out, and the payment plan is drawn as steps: what is paid at signing, then each payment after it. An offer with no prices yet cannot be sold, and its card says so with a Set prices button.

Setting an offer's prices takes four numbered steps:

1. What it costs

   Choose The client pays: One-time, Recurring or Both. Then type the Normal price, what a client pays on a normal deal with no discount.

2. How low a closer can go

   The Lowest price a closer may agree to. Leave it empty if closers should never give a discount.

3. How they can pay

   All on signing, or a Deposit the day they sign followed by Remaining payments. You set the smallest deposit, the most payments, and how often they may fall. The plan is drawn as you type, at the Normal price and at the Lowest price.

4. Recurring charge

   A charge that repeats until it is stopped, like a monthly fee, with its own Normal price, Lowest price and how often it repeats.

Above the save button, This is what your team will see shows the offer's card exactly as it will look, and it changes as you type. Nothing changes for your closers until you save. Whatever you save applies to every deal on that offer, and a closer cannot go outside it. See pricing limits.

Below the offers, How long they have to sign sets how long a client can sign once a closer opens signing on a call. On a deal agreed without a call, it counts from when the deal is sent. It covers every offer. Tap the choices your closers may pick from (2, 4 and 6 hours, 1 day and 3 days, all on to start, and 7 days, which starts off and suits deals agreed without a call) and choose which one is Picked first, 2 hours unless you change it. Leave only one on and closers are not asked at all. When the time runs out the client cannot sign until a closer opens it again.

What we ask the client

The questions your prospect answers before the call. They appear under the agreement on the prospect's page, the closer can fill in or correct any answer on the call, and once signing opens the answers can no longer change.

Four are built in, so every deal asks them without you writing them: first name, last name, email and phone. The prospect types each one, starting blank, and a closer can leave any of them off a single deal when opening it. Their cards have no Edit button. To word one your way, add your own question with the same short name, shown on its card, under Advanced. Questions of your own are optional.

Each question is a card showing the three things that matter about it: How they answer (typed, a number, a date, one of your choices, yes or no, a phone number, or files they upload), Do they have to answer?, and Asked when buying (any offer, or one offer). Add a question, at the end of the list, asks you for the same things, with a preview of how your prospect sees it. Editing a question opens it in place on its card. Once you save a new one, Add another question sits right under it.

A phone number gives the prospect a country picker beside the number, so it is stored complete. Files they upload asks which kinds you accept (images, PDFs, documents, spreadsheets, presentations, videos, audio) and whether it is one file or several, up to 10. Each file can be up to 25 MB, and programs, scripts and archives are never accepted, whatever you pick. The prospect and the closer can both upload, and the files can be downloaded from the deal.

For Do they have to answer? there are three choices:

• Yes, always. They cannot sign until it is answered.
• Only in some cases. Finish the sentence Only ask this if [another question] is [an answer]. The prospect sees it only when that holds.
• No, they can skip it. Nice to know, and it never holds up signing.

Stop asking hides a question without losing it, and you can start asking it again whenever you like.

Covered in its own chapter: Trials, seats and billing.