The final 3 sections of Settings, on the left-hand menu, are all very quick and easy to run through.

Branding

Here you can upload your business logo & set a branding colour. This will ensure your proposals are on-brand and look ever more professional.

If you are on our Professional or Scale plans, you have the option of adding a default brochure that will automatically attach to your proposals when you create them.

Taxes

If you charge taxes, here's where you add those on. First you can set whether prices in proposals show as Inclusive or Exclusive of tax and how that tax is labelled.


For example:

  • $100, excluding $10 GST
  • $110, including $10 tax

If you've completed Setup 1 - Integrate your cloud ledger, Practice Ignition will bring in your tax rates from your Cloud Ledger.

Team

If you have additional team members who will be using Practice Ignition you can add them in here.

There's 2 types of users - Standard and Administrator.

  • Administrators have access to everything in the Practice Ignition account.
  • Standard users have access to everything except for the Settings, the Service Library, and client payment details.


Once these are done, your account settings are complete! Next we'll get your templates into PI.

Library 1: Adding your Services (1 min)

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