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:
| Setting | Owner | Admin | Member |
|---|---|---|---|
| Workspace name | Yes | No | No |
| Business type | Yes | Yes | No |
| Colors | Yes | Yes | No |
| Logo | Yes | Yes | No |
| Open tracking | Yes | Yes | No |
| Ask Fifi | Yes | Yes | No |
| Business address | Yes | Yes | No |
| Export everything | Yes | No | No |
| Download all photos | Yes | Yes | No |
| Delete the workspace | Yes | No | No |
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:
| Scheme | Looks |
|---|---|
| Fifi pink | Fifi's own hot pink (the default) |
| Ocean | Blue |
| Teal | Blue-green |
| Forest | Green |
| Violet | Purple |
| Sunset | Orange |
| Graphite | Slate grey, the quietest |
- 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.
- 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.
Logo
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.
- Under Export everything, click Download all data.
- 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.
- Under Download all photos, click Download all photos. The section is there once your workspace's file storage is set up.
- 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.
- Under Delete this workspace, click Delete workspace…
- Type the workspace's name to confirm.
- 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
| Page | What it's for | Guide |
|---|---|---|
| Profile | Your name, timezone, your own colors, daily digest | Your account |
| Sessions | Where you're signed in | Your account |
| Connect your mailbox | Connecting your email | |
| Modules | Turn features on or off | Modules and plans |
| Plan | Plan and usage | Modules and plans |
| Booking | Booking types and hours | Online booking |
| Forms | Lead forms | Forms |
| Automations | When → then rules | Automations |
| Texting | Your texting number, its registration, quiet hours and usage | Texting |
| Boarding | Kennels, suites and boarding rates | Boarding and pets |
| Floor plans | The floor plans behind the kennel board's Floor view and booking seats | Boarding and pets |
| Service records | The product list and technicians' applicator licences | Service records |
| Invoicing | Numbering, terms, tax, your details on invoices, how customers pay, QuickBooks export names | Invoices |
| Integrations | Connect QuickBooks Online | Connect QuickBooks Online |
| Marketing | Brand voice, colors and AI for marketing | Media and social posts, Set up your logo, colors and business details |
| Members | Invite and manage teammates | Workspaces and teammates, Set up your team |
| Tags | Colored labels | Contacts, companies and tags |
| Custom fields | Your own fields on contacts, companies and deals | Custom fields and reminders |
| Trash | Restore deleted records | Import, export and Trash |
| Activity log | Who changed what | Activity log |
| API | API keys and webhooks | API, 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.