The Settings area is the control center for your Aesthetix CRM account. Some settings — like your Business Profile, team members, custom fields, and tags — are configured and documented right here in the Settings collection. Others belong to a specific feature (your calendars, phone system, email, integrations, and so on), so their settings are documented alongside that feature in its own collection.
Use this page as your map. Find the menu item you're looking for, see what it controls, and follow the link to the right guide.
Tip: You'll find the Settings menu by clicking Settings in the main navigation. The left menu inside Settings lists every section below.
Settings menu item | What it controls | Where to learn more |
|---|---|---|
Business Profile | Your business name, contact details, address, time zone, call & voicemail behavior, duplicate handling, validation, API key, support access, and SMS compliance. | Settings → Business Profile guides in this collection. |
My Profile | Your personal information, password and two-factor security, notifications, availability, and personal email/calendar sync. | Settings → My Profile guides in this collection. |
Billing | Your subscription, statements, and payment method. | Billing Settings in this collection. |
My Staff | Adding, editing, and removing team members, and setting their roles and permissions. | Team Management guides in this collection. |
A record of who changed what and when in your account. | Audit Logs in this collection. | |
Labs | Opt in to experimental, early-access features before they roll out widely. | Toggle features on the Labs page; check the relevant feature's guide for details. |
Settings menu item | What it controls | Where to learn more |
|---|---|---|
Custom Fields | Custom fields that capture information beyond the standard contact and record details, in every field type. | Custom Fields guides in this collection. |
Custom Values | Reusable, account-wide variables and merge data used across emails, SMS, and workflows. | Custom Values guides in this collection. |
Tags | Creating and managing tags, including Source and Trigger tag conventions. | Tags guides in this collection. |
Manage Scoring | Contact Engagement Score rules that prioritize your most engaged contacts. | Contact Engagement Score in this collection. |
Objects | Custom objects and companies that extend your CRM beyond contacts. | Custom Objects & Companies in the Contacts collection. |
Import Data | Importing contacts and records into your CRM. | Import & Export in the Contacts collection. |
These menu items open the settings for a specific feature. The settings live in Settings, but the feature — and its setup — is documented in its own collection.
Settings menu item | What it controls | Where to learn more |
|---|---|---|
Pipelines | Opportunity pipelines and stages. | Pipelines collection. |
Calendars | Calendar groups, availability, and booking settings. | Calendars collection. |
Email Services | Email sending domains, deliverability, warm-up, and provider/dedicated-IP options. | Email Marketing → Email Setup & Deliverability. |
Phone System | Phone numbers, registration, and call/SMS settings. | Phone collection. |
WhatsApp Business connection and messaging. | WhatsApp collection. | |
Email Signature | Your personal signature applied to emails you send. | Adding an Email Signature (Settings → My Profile) in this collection. |
Settings menu item | What it controls | Where to learn more |
|---|---|---|
Domains & URL Redirects | Connecting domains for funnels, websites, and stores, and redirecting URLs. | Domains guides in this collection. |
External Tracking | Adding analytics and ad-tracking scripts (for example, Google Analytics or ad pixels) to your sites and funnels. | Integrations collection. |
Integrations | Connecting third-party apps and EMR/marketing integrations. | Integrations collection. |
Private Integrations | API keys and private (custom) integrations for developers. | Integrations collection; your API key is in Business Profile (see API Key, Support Access, and Deprecated Features). |
I changed a setting but don't see the effect — where do I look? Most feature settings (calendars, phone, email, integrations) take effect within that feature. Use the table above to open the feature's collection for troubleshooting steps.
Why are some settings documented in other collections? Settings that belong to a specific feature are kept with that feature's documentation so everything about it lives in one place. This page links you straight to the right guide.
Who can change account settings? Account-level settings generally require an Admin role. See Roles and Permissions: Admin vs. User in this collection.
