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Workspace settings

Settings → Workspace holds the workspace's name, business type, colors, logo, email options, Ask Fifi switch, business address, full export and deletion.

To get to Settings, open the user menu (top right) and click Settings, or press g then s.

Who can do it:

SettingOwnerAdminMember
Workspace nameYesNoNo
Business typeYesYesNo
ColorsYesYesNo
LogoYesYesNo
Open trackingYesYesNo
Ask FifiYesYesNo
Business addressYesYesNo
Export everythingYesNoNo
Download all photosYesYesNo
Delete the workspaceYesNoNo

Members can see the page; settings they can't change are read-only, with a note saying who can.

Name and address

  • Workspace name: owners type a new name and save. "Workspace renamed."
  • Workspace address: a short name Fifi made when the workspace was created. It's shown for reference and can't be changed. (Online booking has its own page address in Settings → Booking.)

Business type

Sets the words Fifi uses (Clients, Jobs and so on). See Modules, business types and plans.

Colors

The workspace's color scheme: the color of its buttons, links, the sidebar's highlight and the light tint of its pages. Pick one of seven:

SchemeLooks
Fifi pinkFifi's own hot pink (the default)
OceanBlue
TealBlue-green
ForestGreen
VioletPurple
SunsetOrange
GraphiteSlate grey, the quietest
  1. Under Colors, click a scheme. The small preview below shows a sidebar item, a card and a button in it, light or dark as you're viewing Fifi.
  2. Click Save colors. "Saved. The workspace is Ocean now."

It changes at once, for everyone in the workspace who hasn't picked their own colors in Settings → Profile (see Your account), and for the workspace's booking pages and forms, which visitors see in the workspace's colors. Each change is in the activity log.

What stays the same in every scheme, so it always means the same thing: green for done and won, amber for warnings, red for delete and errors, the deal-stage and activity colors, the colored icons in the sidebar, chart colors, and the Fifi logo. Light and dark mode are still each person's choice (the sun and moon in the top bar). Every scheme meets WCAG AA contrast in light and dark.

Fifi's own pages (the home page, sign-in, Help, the legal pages) and Fifi's emails stay Fifi pink.

You pick the first colors when you create the workspace; Skip for now keeps Fifi pink.

Your logo shows in the workspace switcher and at the top of campaign emails. Click Upload logo (or Replace) and pick a PNG, JPEG or GIF up to 1 MB. Replacing or removing the logo removes the old one from campaign emails already sent.

Fifi's own emails (sign-in codes, digests) never show workspace logos, so a lookalike workspace can't use them to impersonate you.

Open tracking

Shown when Email is on. Switch Open tracking off to stop tracking opens of emails sent from Fifi from now on. See Sending email and tracking.

Ask Fifi

Until Ask Fifi is set up on this Fifi, this says Coming soon ("Fifi's AI service is being set up"), with no switch. Once it's set up, and while the Ask Fifi module is on, there's the switch (off by default; the page explains exactly what's sent to Anthropic) and an Ask Fifi usage card: this month's questions against the allowance, the extra packs added, and (for owners and admins) Add 50 more questions. See Ask Fifi.

Support AI

Use Fifi's AI to help with support questions (owners and admins; on by default). On, Get support starts with a chat with Fifi's assistant, which answers from the help articles and hands over to a person when it can't. Only what a member types in that chat (with email addresses, phone numbers, card numbers and passwords removed first), a few technical facts and our public help articles are sent to Anthropic; the card lists exactly what, and what is never sent. Off, Get support is the plain form and nothing is sent. Tickets, email and replies work the same either way. The activity log records the change ("Support AI: On → Off"). See Getting support.

Business address

Shown when Campaigns or Invoicing is on. Campaigns need a postal address in their footer, and issued invoices show it too. Enter up to 6 lines and click Save address. Settings → Invoicing edits the same address. See Campaigns and Set up your logo, colors and business details.

Export everything

Who can do it: owners.

  1. Under Export everything, click Download all data.
  2. Your browser downloads a ZIP with one CSV file per kind of record: members, tags, contacts, companies, deals, tasks and their notes, files (a list), the timeline, pets and their vaccinations, kennels, floor plans and their shapes, seats, stays, bookings, form submissions, texts, the photos on customers' timelines (a list), the media library's details (not the photos and videos themselves), who's shown in them with their consent, and social posts. See Import, export and Trash for the floor plan and media files.

Records in Trash aren't included. You can export 3 times an hour. Very large workspaces may get a ZIP marked incomplete; its README says which file was cut short. Per-list exports have no such limit.

Download all photos

Who can do it: owners and admins.

  1. Under Download all photos, click Download all photos. The section is there once your workspace's file storage is set up.
  2. Wait for an email with a link. It works for 24 hours, for you, signed in to Fifi.

The ZIP has a folder for each customer with their timeline photos, and a photos.csv that lists every one. You can ask 2 times a day. See Photos on timelines.

Delete the workspace

Who can do it: owners.

  1. Under Delete this workspace, click Delete workspace…
  2. Type the workspace's name to confirm.
  3. Confirm.

What happens:

  • Everyone loses access straight away.
  • You have 30 days to change your mind. During that time the onboarding page shows Scheduled for deletion, and any owner can click Cancel deletion.
  • After 30 days, Fifi deletes all of the workspace's data for good. Deleted data can stay in Fifi's encrypted backups for up to about 6 months, until they expire.

Export everything first if you might need the data.

Other settings pages

PageWhat it's forGuide
ProfileYour name, timezone, your own colors, daily digestYour account
SessionsWhere you're signed inYour account
EmailConnect your mailboxConnecting your email
ModulesTurn features on or offModules and plans
PlanPlan and usageModules and plans
BookingBooking types and hoursOnline booking
FormsLead formsForms
AutomationsWhen → then rulesAutomations
TextingYour texting number, its registration, quiet hours and usageTexting
BoardingKennels, suites and boarding ratesBoarding and pets
Floor plansThe floor plans behind the kennel board's Floor view and booking seatsBoarding and pets
Service recordsThe product list and technicians' applicator licencesService records
InvoicingNumbering, terms, tax, your details on invoices, how customers pay, QuickBooks export namesInvoices
IntegrationsConnect QuickBooks OnlineConnect QuickBooks Online
MarketingBrand voice, colors and AI for marketingMedia and social posts, Set up your logo, colors and business details
MembersInvite and manage teammatesWorkspaces and teammates, Set up your team
TagsColored labelsContacts, companies and tags
Custom fieldsYour own fields on contacts, companies and dealsCustom fields and reminders
TrashRestore deleted recordsImport, export and Trash
Activity logWho changed whatActivity log
APIAPI keys and webhooksAPI, Webhooks

A tab only appears when its module is on: Email needs Email, Booking needs Booking, Forms and Automations need Forms, Texting needs Texting (and shows Coming soon until Fifi's texting service is set up), Boarding needs Boarding, Floor plans needs Boarding or Booking, Service records needs Service records, Invoicing and Integrations need Invoicing, Marketing needs Campaigns, and API needs API. Service records, Invoicing, Integrations, Custom fields and API are shown only to owners and admins.

Troubleshooting

  • "Only owners can rename the workspace." Ask an owner.
  • I can't find Export everything or Delete. They're for owners only.
  • I changed the colors but I still see the old ones. You picked your own colors in Settings → Profile; they win over the workspace's. Choose Use the workspace’s there.
  • I deleted a workspace by mistake. Sign in, and on the onboarding page click Cancel deletion within 30 days.