Settings Cog Menu

Clicking the cog icon (⚙️) opens a dropdown menu with the following options:

Profile

Manage your name, email address, two-factor authentication, password and email notification settings.

Account Settings

Manage account-wide settings, including AML review intervals, column view lock, tax options, email settings and Client Portal settings.

Integrations

Connect and manage integrations available within PracticeFlow.

Users

Add, edit or archive users and assign Administrator or Staff access.

Services

View and manage services such as Accounts, VAT and Payroll. Use the toggle to show or hide each service at the top of the Tasks tab.

Custom Fields

Create up to ten custom fields for each of the Organisations, Individuals and Tasks tabs. Set the field name, data type and staff visibility. Custom field data can be displayed using the Column Chooser and included in imports and exports.

Checklist Templates

Create and manage reusable checklist templates for tasks.

Smart Task Templates

View and manage Smart Task templates.

Email Templates

Create and manage pre-formatted templates for client communication from within tasks.

Forms

Create and manage forms for use with the Client Portal.

Help & Support

Open the support panel to search for help, use AI Answers or contact the PracticeFlow team.

Subscribe

Move from a trial to a paid plan. This is also available from the trial banner and is only shown during the trial period.

Book a Demo

Book a meeting with the PracticeFlow team. This option is available during the trial.

Main Website

Open the PracticeFlow website.

Sign Out

Log out of PracticeFlow.