How do I change my settings?
What's in each Settings section, from your account and studio to preferences, notifications, the canvas, Ash, billing and your data.
- settings
- account
- studio
- preferences
- theme
Open Settings from the bottom of the sidebar. Settings save as you change them, with a save status in place of a Save button.
Sections
| Section | What's there |
|---|---|
| Account | Your name, email, passkeys, Log out and Delete account |
| Studio | Studio logo and name, tagline or bio, city, what you make, and invoice details. Only the studio's owner can change these |
| Preferences | Theme, guidance, tips and how records open |
| Notifications | Which notifications also come to your email |
| Canvas | Snap and guides, and Show links |
| Ash | What Ash remembers |
| Billing | Your plan, Basic's counts with Ash credits among them (Studio shows Ash credits on their own), Switch to Quarterly or Monthly (once any free trial ends), Manage billing and Cancel plan |
| Data | Where to export your contacts, tasks and notes |
Integrations, after Notifications, connects Plya to the apps you already use, like your calendar and Stripe. See How do integrations work?. When you link a Shopify shop, Integrations opens with Link shop to confirm it.
Account
- Name: how you appear in Plya. Your initials stand in for a photo.
- Email: where your sign-in codes go. Change sends a code to your current address and one to the new address, and the change needs both. See Change your email.
- Passkeys: sign in with Touch ID, Face ID or your device's lock, on plya.app.
- Delete account: Ask us to delete it starts an email to support@plya.app. We confirm by email before anything is deleted.
Studio
- Identity: your studio's logo, its name, a tagline or bio, and your city. Ash reads these too. The logo shows in the sidebar in place of the studio's initials and at the top of your invoices. Click it (the pencil on its corner) to choose an image, or drop one on it.
- What you make: pick everything that fits, or add your own. This drives For you in Opportunities.
- Invoice details: name on invoices, brand color, contact details, tax ID, address, and what new invoices start with, including currency. Stripe is connected here too.
Preferences
| Setting | Options |
|---|---|
| Theme | Light, Dark or System. The sidebar also has a Light/Dark switch |
| Guidance | Guided shows you around, Balanced points things out where they help, Expert stays out of your way |
| Tips | Show tips, and Show dismissed tips again |
| How records open | Side peek, Center peek or Full page, for Projects, Tasks, Notes, Contacts, Organizations, Leads and Invoices. This is the one place to make Full page the default |
Plya uses your device's date and time zone. There are no separate settings for them.
Notifications
One switch per notification, grouped into Invoices and Stripe. Each turns that notification's email on or off for you in this studio. The Inbox shows every notification either way. The studio's owner also sees Your plan, with Basic plan limit: the one email Plya sends the day after the studio first reaches a Basic plan limit. See How do notifications work?.
Billing
On Basic, Basic plan shows your projects, notes and contacts against their limits, with a line about Plya's fee on online invoice payments: 2%, and none on Studio. A count above its limit, for example after a Studio plan ends, reads like "7 of 3" with how far over it is, and shows Archive down and Upgrade beside it. Only the studio's owner sees Upgrade. See what the Basic plan includes.
During a free trial of Studio, your plan shows "Free until" and the first charge date. See free trials.
Related
Need a person? or email support@plya.app.