Settings Configuration
Settings Configuration
Configure your Flashquotes account settings for optimal performance
Overview
The Settings section is crucial for initial setup and ongoing management of your Flashquotes account. Along with Forms configuration, it’s one of the most important areas to focus on when getting started.
General Settings
Timeline Defaults
Notification Preferences
Task Templates
Quote Settings
Add-on Management
Branding
Plan Management
Best Practices
- Complete Stripe connection first
- Set up branding early
- Configure timeline defaults accurately
- Review and customize task templates
- Set appropriate notification preferences
Next Steps
After configuring settings:
- Set up forms
- Configure integrations
- Review automation options
- Test client-facing elements