This documentation guides you through the various settings sections available in the application. These settings allow you to personalize your experience and adapt the system to your specific needs.
This section contains information related to your account and your organization.
View and manage your current subscription details, including plan type, renewal date, and upgrade options.
Configure your company information: name, address, logo, contact details and other corporate information that will appear on your documents.
Manage your organization’s user accounts. Add, edit, or delete users and define their roles and access permissions.
Customize the terms used in the application to match the vocabulary of your industry.
This section allows you to customize the application’s behavior according to your work habits.
Define the actions available when managing your contacts (notifications).
Configure the notification settings for conversations.
Customize your calendar display: The first day of the week, the linked calendar (e.g., Google or Outlook) and agendas.
Choose the sections and information to display on your main dashboard for quick access to important data.
Manage the application’s notification and news settings and the Cognito-app newsletter settings.
This section concerns the customization of the portal intended for your customers.
Personalize the visual appearance of the customer area by adding a banner or an image carousel.
Control which modules and features are accessible to your customers from their Customer Area .
Configure the various options related to your services and interaction with your customers.
Define the booking rules: duration of time slots, minimum booking period, availability and services offered, etc.
Personalize note-taking during your appointments for optimal follow-up.
Set up your online store for selling products or services, including payment methods and delivery options.
Manage your legal documents: privacy policy, legal notices and required consents.
Allow your prospects to automatically register in your database via a QR code.
This section groups together all the parameters related to financial management.
Configure your billing preferences: invoice numbering, payment terms, mandatory information and bank details.
Define the different tax rates applicable to your products and services according to your jurisdiction (GST, QST, VAT, etc.).
Create and manage your list of billable services with their rates, descriptions and associated codes and taxes.
Customize the different types of activities you can plan and track.
Configure the default settings for your meetings: duration, location, reminders and required information.
Set the options for your phone calls: default duration, reminders and required information.
Personalize your task management: reminders and required information.
Configure the settings related to your training sessions: duration, location, reminders and required information.
Define the options for creating your events: duration, location, reminders and required information.
Customize note-taking options: duration, location, reminders, and required information.
This section includes additional settings to optimize your usage.
Define the structure for better organization of your documents.
Create and manage your email templates to automate your recurring communications.
Access the data import tools to migrate your contacts.