2 min read
Settings, your account and your team
Who is logged in, your business details, opening hours, call summary emails and inviting colleagues.
Account holder
Settings opens with your own name and email, and a Change password button that emails you a link. The top bar always shows the business and the person signed in.
Locations: one receptionist per site
Under Settings, Locations lists every receptionist and the number it answers. On the Team and Scale plans, press Add a location, type the location's name and address, and a receptionist for that site is built in one click from your first one and everything it knows. It greets callers in that location's name, gives that location's address, and you pick its number next.
On Solo the button is there too, and it takes you to Plan & billing: locations are part of Team, because each location answers its own number.
Closing your account
At the bottom of Settings the account owner can close the account. Your plan stops at the end of the period you've already paid for, and we delete every call, transcript, contact and number within 30 days. It cannot be undone, so we ask you to confirm first.
Business details and opening hours
Your business name, time zone and opening hours for each day. The receptionist uses all three on calls. Leave a day empty if you are closed.
Summary emails
Switch on Email me a summary after each call and every call, not just the ones with a message, lands in your inbox with a summary and a link to the transcript.
Your team
Invite colleagues by email. They log in with their own password and see the same dashboard. The Team and Scale plans include unlimited people.
Still stuck? Email apps@greentec.llc with your business name and what happened, and a person will sort it.