What it does

Settings is split into a left-hand tab navigation, with each tab covering one area:

Account & security — how you sign in: email, password, passkeys and connected accounts. Personal to you.
Business & targets — your organisation name and the revenue goal + average client value that drive the dashboard's "clients needed" tracker. Owner-only to edit.
Team & organisation — invite and manage teammates, plus your sticky labels. Owner-only to edit.
Jobs & scheduling — default job durations, working day & capacity, and map-coordinate backfill, used by the Route planner. Owner-only.
Communications — the org-wide customer emails and automation switches (daily digest, auto-invoicing, monthly report, booking confirmations, late nudges, review requests, public booking form). Owner-only to edit.
Notifications — your personal daily-digest opt-in and which alert types show in your bell. Anyone can edit their own.
Billing & plan — your plan, message usage and Stripe billing. See the Billing guide.
Integrations — connect the one Xero organisation Quickie will use for future accounting sync. Owner-only to connect, choose or disconnect.
Finance — whether the business is VAT registered, when its financial year starts, and whether AI may suggest categories and write monthly summaries. Owner-only (only owners see this tab).
Automation health — whether each scheduled background job is healthy, and a Run now button that runs one for your business only. See the Automation guide. Owner-only (only owners see this tab).

Pick a tab on the left and only that section shows — no more scrolling one long page. This guide covers the Business & targets, Jobs & scheduling, Communications and Finance tabs; Account & security, Team, Notifications, Billing and Automation each have their own guide (linked below).

Where to find it

Click your avatar (top-right) and choose Settings, then pick a tab on the left.

URL: /dashboard/settings — you can also deep-link to a tab, e.g. /dashboard/settings?tab=billing. The tab you're on is remembered in the address bar, so links and the back button take you to the right place.

Step by step

Edit your business name and targets (owner only)

In the Business & targets card:

Business name — your organisation's name.
Annual revenue goal (£) — what you're aiming to turn over this year (e.g. 100000).
Avg. client value / year (£) — what a typical client is worth to you over a year (e.g. 360).
Click Save settings.

The card header does the maths live as you type: "At £360 per client a year, hitting £100,000 needs about 278 clients." That clients-needed figure (revenue goal ÷ average client value, rounded up) is what powers the goal tracker on your dashboard — so keep these two numbers realistic.

If you're a Member, these fields are greyed out and you'll see "Only an owner can change these settings."

Set the organisation email switches (owner only)

Open the Communications tab. Its tick-boxes control org-wide customer emails and automation:

Daily follow-up digest email — emails opted-in teammates each morning with the contacts due a follow-up. Ticking this reveals a Send digest at (UTC) dropdown (00:00–23:00) so you can pick the hour; the scheduler runs hourly and sends at that hour.
Auto-invoice recurring clients — when you complete a job for a recurring client, Quickie automatically creates a draft invoice from it.
Monthly report email — emails opted-in teammates a summary of last month's revenue, clients and jobs.
Booking confirmations & reminders — emails the customer a confirmation when you book a job, and a reminder the day before (only when the contact has an email).
Review requests after a job — after a job completes, emails the customer a request to review you, on a short delay. Ticking this reveals a Review link (your Google/Trustpilot review page) and a Delay (hours) field. See the Customer Comms guide.
Public "request a clean" form — turns on a shareable booking page where new customers can request a clean (each lands as a lead). Ticking this reveals your shareable booking link to copy. See the Customer Portal & Booking guide.

Tick or untick as needed, then Save settings. (The Communications tab saves on its own, so changing a switch here never disturbs your Business & targets numbers, and vice-versa.)

Note the difference between org-level and personal digest settings. The owner switch in Communications turns the daily digest on for the organisation; each teammate then chooses whether they receive it in the Notifications tab. A teammate only gets the email if both are on.

Choose your own notification preferences (anyone)

The Notifications tab is personal to you and saves the moment you click — the tick moves straight away, and goes back with a message if it can't be saved:

Daily follow-up digest — tick to receive the morning follow-up email (only sent when your organisation has the digest enabled). You'll see a confirmation either way.
In-app alerts — untick any of Payment received, Quote accepted, Invoice overdue or Marked paid by client to hide that type from your notification bell.

These choices affect only you — every teammate sets their own.

Connect Xero (owner only)

Open Integrations and choose Connect Xero. You will sign in and approve Quickie in Xero, then return to Settings to choose the exact Xero organisation to use. Choose carefully if your Xero login can see more than one business — Quickie will never guess.

At this stage the connection is only a secure foundation: Quickie does not send invoices, payments or expenses to Xero yet. It stores the connection securely so a later release can add an explicit, mapped accounting sync without changing your ledger unexpectedly.

If the card says Off, the person who manages your Quickie deployment must configure the Xero app credentials first. A Member can see the current connection but cannot change it. Use Disconnect Xero to remove Quickie's local credential; remove the app in Xero Connected Apps as well if you want to revoke the Xero-side connection.

Set up your books (owner only)

Open the Finance tab:

Tick The business is VAT registered if you are. Bank explanations and bills then carry VAT, reports show figures without it, and a VAT tab appears under Profit & loss. Lines already explained keep the VAT they were saved with.
Choose when your Financial year starts in — April (the tax year) suits most sole traders; a limited company uses its accounting year end. Reports, budgets and new bank accounts' opening-balance dates follow it.
Tick Use AI to suggest categories and write monthly summaries to switch on AI assist (Pro). The text under it says exactly what is sent and to which provider. Nothing is sent until you tick this.
Click Save finance settings.

Once AI has been used, the tab shows this month's number of AI requests and roughly what they cost at the provider's rates.

What each screen shows

Business & targets tab (owner-editable):

Live header showing clients needed for your goal.
Business name, Annual revenue goal, Avg. client value / year.
Save settings button — or, for members, a "Only an owner can change these settings" note.

Communications tab (owner-editable):

Daily follow-up digest email (+ Send digest at hour), Auto-invoice recurring clients, Monthly report email, Booking confirmations & reminders, "running late" heads-up, Review requests (+ review link & delay), and the public booking form (+ shareable link).
An upgrade prompt if your plan doesn't include automations.

Notifications tab (per-user):

Daily follow-up digest tick-box.
In-app alert tick-boxes with short descriptions.

Finance tab (owner-only):

The business is VAT registered, Financial year starts in, and Use AI to suggest categories and write monthly summaries — greyed out, with the reason, when AI isn't on your plan or isn't configured on this Quickie.
A link to Finance → Banking, and this month's AI requests once there are any.

Account & security, Team & organisation, Jobs & scheduling, Billing & plan and Automation health — covered in their own guides.

Integrations:

A Connect Xero action only when the deployment has been configured by an operator.
A deliberate list of Xero organisations after approval; the selected one is clearly marked.
A Disconnect Xero action for owners. The card makes clear that no accounting data is being synced yet.

Tips & good to know

The revenue goal and average client value are the only two numbers behind the dashboard goal tracker — update them whenever your pricing or ambitions change.
The digest hour is in UTC. During British Summer Time (BST) the email lands one hour later than the number suggests.
Auto-invoice creates draft invoices, not sent ones — you stay in control of when they go out.
Org email switches affect everyone; your bell and personal digest opt-in affect only you.

Troubleshooting

The Business & targets fields are greyed out. You're a Member — only owners can edit organisation settings.
I don't see the Automation health or Finance tab. They're owner-only; members don't see them.
I can't tick the AI option. The note under it says why: AI assist is on the Pro plan, or whoever runs your Quickie hasn't configured an AI provider yet.
I can't find the email switches. They moved to the Communications tab (they used to sit under Business & targets).
My dashboard's "clients needed" looks wrong. Re-check the revenue goal and avg. client value — the figure is goal ÷ average value, rounded up.
I ticked the daily digest but get no email. Your organisation also needs the digest enabled by an owner in the Communications tab. Both switches must be on.
A change didn't stick. If you saw an error toast, try Save settings again; the personal notification card saves automatically and shows a confirmation when it succeeds.
Xero is Off or Connect Xero fails immediately. The deployment needs all four Xero server values and the callback URL must exactly match the app's Xero Developer Centre configuration.
I chose the wrong Xero organisation. Pick another one from the available list before sync is introduced, or disconnect and reconnect if the right organisation is no longer listed.

Settings