Settings
Settings is the central configuration area for Workstation. The landing page groups settings by purpose, and each category opens a focused settings sidebar.
What you can see and change depends on your role, permissions, enabled modules, and subscription.
Personal
Section titled “Personal”Your Account contains:
- Profile for personal details and account security
- Notifications for personal notification preferences
- Email & Calendar for mailbox, calendar, and signature connections
- Audio settings for call microphone, speaker, and ringtone preferences
Personal settings apply to the signed-in user unless the screen says otherwise.
Workspace
Section titled “Workspace”General
Section titled “General”| Setting | Purpose |
|---|---|
| Organization | Company name, logo, and regional settings |
| Feature Modules | Enable or disable product modules |
| Locations | Configure branches and workstations used by appointments and inventory |
| Import / Export | Move CSV or Excel data into or out of Workstation |
Users & Permissions
Section titled “Users & Permissions”| Setting | Purpose |
|---|---|
| Team | Manage members, roles, and seats |
| Departments | Organize users and visibility hierarchies |
| Roles & Permissions | Configure role-based access |
| Streaks | Configure activity streaks and nudges |
| Support Access | Grant controlled workspace access to Repzo support |
See Team and Departments.
Sales & CRM
Section titled “Sales & CRM”Sales Pipeline
Section titled “Sales Pipeline”| Setting | Purpose |
|---|---|
| Pipelines | Manage Contact, Deal, Ticket, Project, and Order pipelines and stages |
| Lead Sources | Configure acquisition sources and channels |
| Industries | Manage industry categories |
| Tags | Manage reusable tags across supported records |
See Pipelines and Stages.
Data & Fields
Section titled “Data & Fields”| Setting | Purpose |
|---|---|
| Properties | Manage native, custom, computed, grouped, conditional, and archived fields |
| Objects | Customize organization-wide record layouts, cards, tabs, and associations |
| Request Types | Configure request forms and workflows |
Read CRM Setup before changing a new workspace’s data model. Properties and Objects are separate: Properties defines data; Objects places it on supported record pages.
Products & Finance
Section titled “Products & Finance”Products & Catalog
Section titled “Products & Catalog”- Products
- Service Menu
- Product Categories
- Inventory, suppliers, and brands
- Price Lists
Finance
Section titled “Finance”- Currencies and exchange rates
- Tax Rates
- Invoice numbering and management rules
These settings support Price Offers, Invoices, Orders, and appointment checkout.
Communication
Section titled “Communication”- Inboxes and assignment queues
- Email, WhatsApp, Telegram, Messenger, Instagram, live-chat, and other configured channels
- Moderation and auto-reply Rules
- Saved Macros
- Call configuration
- Sender addresses and email-domain authentication
Tickets
Section titled “Tickets”- Categories
- SLA Policies
- Pending Reasons
- Ticket Macros
See Tickets.
Operations
Section titled “Operations”Appointments
Section titled “Appointments”Appointment settings include shifts, opening hours, statuses, cancellation reasons, blocked-time types, resources, closing periods, online booking, memberships, the Service Menu, service categories, products, and inventory.
See Appointments, Online Booking, and Appointment Checkout.
Client Loyalty
Section titled “Client Loyalty”Client Loyalty is configured from the module itself. Its tabs manage earning rules, rewards, tiers, referrals, card design, point expiry, eligible spend, public enrollment, support details, and wallet locations.
See Client Loyalty.
Templates & Automation
Section titled “Templates & Automation”- Print Templates for PDF documents
- Notification Templates and channels
- Email Templates
- Approval workflows
- Project Templates
- Project Roles
See Workflows, Notifications, Approvals, and Projects.
Platform
Section titled “Platform”AI Agents manages reusable agents, installations, runs, and debugging tools available to the workspace.
Integrations & Developers
Section titled “Integrations & Developers”| Setting | Purpose |
|---|---|
| Connected Apps | Install and configure supported integrations |
| Ads | Connect lead forms and advertising sources |
| Ads Funnel Metrics | Define qualified and converted advertising metrics |
| Tracking & Analytics | Configure tracking sites and event collection |
| Developer Apps | Create scoped keys for the Developer API and MCP |
Import and export
Section titled “Import and export”The import flow is:
- Select a module and upload CSV or Excel.
- Map file columns to native and custom properties.
- Validate rows and review a preview.
- Choose Create Only, Upsert, or Replace.
- Start the import and monitor created, updated, skipped, duplicate, and failed counts.
Configure Properties and Pipelines before a large CRM import so mapping targets and option values are stable.
Organization-wide changes
Section titled “Organization-wide changes”Pipeline definitions, Properties, Objects default layouts, roles, sources, currencies, and most catalog settings affect the organization. Review high-impact changes before saving them.
Personal notification preferences, connections, audio settings, private table views, and permitted personal card orders apply only to the current user.