DocsAccount Settings

Account Settings

Go to Dashboard → Settings to manage your account. There are four tabs:

Overview tab

  • View your account type and subscription tier.
  • See billing period, trial status, and organization membership.

Basic Info tab

Account settings
Account settings
  • Name — Your display name.
  • Phone — Your phone number.
  • Company — Your company name.
  • WhatsApp — Your WhatsApp number.
  • Website — Your website URL.
  • Profile image — Your account avatar.

Security tab

  • Change password — Enter current password, then new password with confirmation.

Account tab

  • View organization membership (if any).
  • Leave organization — Remove yourself from a Business/Enterprise org.
  • Delete account — Permanently delete your account and all data.
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Warning: Deleting your account is permanent. All your cards, contacts, appointments, and analytics will be deleted and cannot be recovered.