Business settings
Set your business details, branding and defaults.
How do I…
- Change your business nameUpdate the name Hydi shows your clients in emails, on their portal and on the invitation page.
- Set your business timezoneChoose the timezone Hydi uses for reminders, quiet hours, due dates and due times.
- Upload your logoAdd your logo so clients see it in your emails, on their portal and on the invitation page.
- Choose your brand colourPick the colour Hydi uses in your client emails, on your client portal and on the invitation page.
- Set your contact emailChoose the address clients reply to when they respond to a Hydi email.
- Add a tagline to your client portalShow a short line under your business name at the top of every client's portal.
- Show your contact details on the client portalLet clients see your email, phone number and website at the top of their portal.
- Remove your logoTake your logo off client emails, the client portal and the invitation page.
- Reset your brand colourGo back to Hydi's default colour in your client emails and on your client portal.
- Show a message on your client portalPost a notice, such as holiday hours, that every client sees at the top of their portal.
- Choose the look of your client messagePick the type and size of the message clients see on their portal.
- Add a button to your client messageAdd a button to your portal message that sends clients to a web page you choose.
- Hide or clear your client messageStop showing your portal message, either keeping its text for later or deleting it.
- Set a default due date for new tasksHave Hydi fill in a due date for each new task, a set number of days after you create it.
- Require staff review by defaultHave every new task start with staff review switched on, so you check a client's work before it completes.
- Set your review time limitChoose how many hours a submitted task can wait before Hydi warns you it needs review.
- Clear sample dataRemove the sample clients, tasks and templates Hydi added when you set up your account.
- Find a business settingSee which Settings page holds each business setting and which article explains it.