Customizing Your Account
- Overview - How Can I Customize My Account
- Using and Customizing the Quick Reference Guide
- Customizing the Account Theme
- Adding Your Organization's Logo and Home Page Branding
- Customizing the Header/Footer of System PDFs
- Integrating With Other Applications Via Zapier
- Uploading or Importing Data From Files / Spreadsheets
- Customizing the Email Headers/Footers for Emails Sent From Your Account
- Customizing the "Reply-To" Email Address and Email Sender "From" Line
- Customizing the Color Picker for Your Account
- Customizing the Currency Symbol
- Configuring the Time Zone and Date/Time Format
- Connect Your Account to Other Applications
- Configuring Alerts for Event/Venue Time Conflicts
- Configuring Your Account To Auto-Archive Events
- How to Copy-and-Paste Text From a Document Into Planning Pod
- Managing Line Item Category Topics for Proposals/Invoices
- Customizing the Tax Rates for Your Account
- Managing Additional Fees for Proposals/Invoices
- Managing Proposal/Invoice Display Options