Settings overview
In Settings you manage everything that does not belong to a single offer. Reachable from the left navigation.
Page subtitle: “Manage your organisation and user settings.”
The tabs are Organisation, Profile, Email, Integrations, Sales Room, and, if you belong to a company account, Your access. Some cards only appear on certain plans or with an activation; this is noted for each.
| Card | What it is for |
|---|---|
| All organisations | overview of your organisations. There is exactly one per account; see Organisation. |
| Organisation details | organisation name, timezone, sender name, and sender email; see Organisation. |
| Sender & Imprint | your legally required sender details for every email and the logo for emails and offer pages. If required fields are missing, sending is blocked; see Legal & GDPR. |
| Default German salutation | ”Sie” or “Du” for German-language emails to contacts without an individual preference; English emails are not affected. See AI writing style. |
| Flino branding on acceptance pages | hides the Flino reference on your public offer pages. The switch only exists on paid plans; on the Free plan the reference is always shown. |
| Card | What it is for |
|---|---|
| Profile photo | your photo appears next to the greeting on your public offer pages; PNG or JPG, max. 2 MB. See Sales room. |
| Profile | First name and Last name, your Email (display only: “The email address cannot be changed.”), Interface language (German or English, affects the app only), and Default email language (default in the AI reply editor when the contact has no language of their own). Save confirms with “Profile saved”. |
| Email notifications | three switches for when Flino emails you: Customer replies, Sequence problems, and Billing & payment issues. Each change is saved right away. In-app notifications stay on either way. |
| Onboarding | Restart onboarding opens the setup wizard again; see Organisation. |
| Card | What it is for |
|---|---|
| Gmail mailbox | connect or disconnect Gmail and send a test email; see Connect Gmail and Google. |
| Microsoft 365 mailbox | connect or disconnect an Outlook mailbox; see Connect Microsoft 365. |
| AI writing style | Clear & Concise, Partner-like, Closing-focused, or Formal & Neutral; applies to the whole organisation. See AI writing style. |
| Online acceptance link | switch “Insert online acceptance link automatically”: the AI first email gets the line “View offer online” with the link to the acceptance page. See Acceptance link. |
| Make acceptance link available in templates | switch “Enable acceptance link variables in sequence templates” (off by default): unlocks {{offer_acceptance_link}} and {{offer_acceptance_cta_block}} for manual and hybrid templates. See Templates. |
| Unsubscribe note in follow-ups | switch “Show unsubscribe note” (on by default): adds a subtle unsubscribe note to automated follow-up emails. See Legal & GDPR. |
| Card | What it is for |
|---|---|
| Google Calendar | check availability and create meetings, with the same Google account as your Gmail mailbox; see Google Calendar. |
| Outlook Calendar | free/busy check for your Outlook calendar in the reply composer; appears when the Microsoft 365 integration is available. See Connect Microsoft 365. |
| API tokens | tokens for external integrations such as Zapier. Only owners and admins of the organisation can manage them; see API tokens. |
| weclapp | import quotations from weclapp automatically and write status changes back. The integration currently runs as a pilot and can only be used by activated organisations; owners and admins manage it. See weclapp. |
| Zoho Books | take over estimates from Zoho Books with their PDF and report sending, acceptance, and rejection back. You sign in with your Zoho account; owners and admins manage the integration. See Zoho Books. |
| AI connector | paid plans: connector URL for Claude, ChatGPT, and Microsoft Copilot, sign-in with a code by email, plus skill files for your assistant. By default the assistant can only read. With AI control, owners and admins can allow under Write access for external agents that connected agents control sequences, set statuses, add notes, and submit email drafts for approval. See Connect your AI assistant. |
| AI assistant access (MCP) | paid plans: personal access tokens that let a local AI assistant (e.g. Claude Desktop) read your offers and follow-ups; see Connect your AI assistant. |
| Automatic execution | with AI control: reversible agent actions (pause, resume, postpone, note, start sequence) run without a confirmation click, with an undo option. Sending emails, permanent stops, and status changes always keep the confirmation step. Only admins or owners can change this. See AI actions. |
| Agent actions | with AI control: the journal of all executed agent actions with before/after and Undo where possible. See AI actions. |
| AI control | appears instead of the two cards above when your organisation is activated for AI actions but your plan does not include them: “AI control isn’t included in your plan.” AI control is part of the Pro and Team plans. |
The tab is visible for every organisation and holds everything that concerns your public offer page.
| Card | What it is for |
|---|---|
| Acceptance & signature | how customers bindingly accept: Acceptance only (no name), Name + checkbox, Name + optional signature, or Name + required signature, optionally with company and role as required fields and a confirmation email with a record PDF. Name and signature capture is only available on paid plans. See Acceptance link and Electronic signature. |
| Terms & Conditions | your terms PDF for the acceptance page and as an optional attachment at send time; see Legal & GDPR. |
| Privacy policy (public offer page) | the URL of your privacy policy, linked in the transparency notice on the acceptance page; see Legal & GDPR. |
| Offer page accent color | colors buttons and accents on your public offer pages in your brand color. Reset restores the Flino default. |
| Booking link | your Booking link (HTTPS), e.g. Calendly, Cal.com, or Google Appointments, and the switch “Enable booking link variables in sequence templates” (off by default) for {{booking_link}} and {{booking_cta_block}}. Only HTTPS URLs are accepted. See Templates. |
| Digital Sales Room | welcome text, scope of services, FAQ, documents, videos (up to about 5 minutes or 500 MB), Image gallery, and Page background for the acceptance page. Appears when the sales room is activated (paid plans); owners and admins can make changes. If your sales room is managed centrally through the company account, this content is locked. |
Only appears if you belong to a company account, in any role. The tab shows through which company account you use which plan, how many offers are left this month, your contact person and, if you hold a seat, the Company account visibility note. Everything here is read-only. More under Company account.
Common questions
Section titled “Common questions”Can I change the UI language without changing the email language? Yes, these are separate settings.
How do I change my account email address? Not directly in the app at the moment. Contact support if you need to switch it.
Where do I change the send window (Mon–Fri 9am–11am)? You don’t. The window is hard-wired to Mon–Fri, 9am–11am Europe/Berlin. There is no setting for it. Your organisation’s timezone (Berlin / Vienna / Zurich) does not change the send window.
Where did terms, booking link, and privacy policy go? They are now in the Sales Room tab because they concern your public offer page. Sender & Imprint and the Default German salutation are in the Organisation tab.