Account Settings
Configure agency preferences, payment gateways, contract templates, and deal structures.
By Antonio1 author20 articles
- Managing your login emailHow to change the email you log in with, what the "already in the system" error means, and options for a second address.
- Seats and billing for new usersHow many seats am I paying for, and will adding a user charge me?
- Resending an inviteThe invite never arrived — can I resend it?
- Removing a user and reassigning their seatSomeone left — how do I remove them and give their seat to someone else?
- Troubleshooting missing document accessI can't see my documents any more — did my access change?
- Adding an agent or team memberHow do I add a new agent or team member?
- General NotificationsNotifications can be enabled for multiple actions throughout the booking process, such as Contracts, Invoices, and more.
- Quota Exceeded ErrorThe QuotaExceededError means you are likely out of disk space.
- Saved Messages, Email Subjects and Template PreferencesEdit canned messages, personalize your email subjects and update your document and template preferences.
- Document templates and brandingCustomize your document templates, contract templates and logo, and basic agency document settings.
- Accessing your SettingsFind your personal user settings and your agency's settings.
- Preferred Payment MethodsConfigure which payment methods are available to payers.
- Manage SubscriptionHow to add new users, update your billing information, payment methods, download your invoices or cancel your subscription
- Payment Presets and Manual Payment Instructions (Video)How to set manual payment instructions and set currency presets.
- Data ExportExport your bookings and payments data as CSV files.
- Bookings ImportHow to import bookings from a CSV file into Gigwell
- How to Link ContactsConnect your Google account so Gigwell can sync your contacts and calendars.
- Troubleshooting sign-inFix problems signing in to Gigwell, getting signed out, or errors when signing in with Google.
- Account ConfigurationsMake edits to your account or changes to the entire agency.
- 🔐 Managing Your Security Settings with Google Authentication (2FA)Choose between a password and Google Authentication (2FA) in the Manage Security settings tab.