Practice Settings
Practice Settings is the internal configuration hub for your advisor account. It controls your business information, notification preferences, and default views. Nothing in Practice Settings appears on your public profile — those are managed separately in Profile.
Accessing Practice Settings
- Navigate to Settings in the left sidebar
- Select Practice Settings from the settings navigation
Business Information
The Business Information section stores internal details about your practice:
- Practice name — your firm or practice name as it appears in your dashboard header
- Location — city and state (used for directory filtering on your public profile)
- Business email — the email used for billing receipts and system notifications (may differ from your login email)
- Time zone — affects how dates and times display throughout your dashboard
Your business location is used in the advisor directory to help clients filter by region. It appears on your public profile as a city/state — no street address is ever displayed publicly.
Notification Preferences
Control which events trigger email notifications and at what frequency:
| Notification | Default | Options | |-------------|---------|---------| | New consultation requests | Immediate | Immediate, Daily digest, Off | | Client accepted invite | Immediate | Immediate, Daily digest, Off | | Client recorded a snapshot | Daily digest | Daily digest, Weekly, Off | | Low engagement alert | Weekly | Weekly, Off | | Billing events | Immediate | Immediate only (cannot be disabled) |
- Locate the Notifications section in Practice Settings
- Adjust each toggle or dropdown to your preferred frequency
- Save — notification changes take effect within a few minutes
If you're actively building your client base, keeping consultation request notifications on Immediate lets you respond quickly to new inquiries. Once your practice is full, switching to Daily digest reduces inbox noise.
Default Views
Default Views let you set which screen opens when you navigate to each main section:
- Clients list default sort — sort by name, engagement score, or join date
- Default date range — the analytics period that loads by default (7 days, 30 days, 90 days)
- Snapshot reminder threshold — how many days without a new snapshot before a client shows a stale-data indicator in your list
Profile Slug
Your profile slug (the /advisors/your-slug portion of your public URL) is visible here in read-only form. Slugs are set during onboarding and cannot be changed after your profile goes live. Contact support if you need to discuss a slug change in exceptional circumstances.