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What can I change on the Settings page, and which button saves it?

Settings and Your Agency Profile · Updated September 23, 2026

Settings is one long page of cards, from your login details at the top to proof page booking at the bottom. Your Agency, My Services, Writing Style and Book-a-Call on Your Proof Pages are saved together by the Save Settings button at the very bottom, which shows Saved ✓ when it worked. Every other card saves with its own buttons, or the moment you click a switch.

The cards, top to bottom

  • Your Account: your name, login email and password.
  • Your Plan: your plan and status, with Manage Billing and Switch Plan (Prorated Instantly).
  • Your Agency: agency types, sender name, company name, currency, your offer and the morning digest checkbox.
  • My Services: what you sell, at your prices, tagged with the problems each service fixes.
  • Writing Style: rules the AI follows on every outreach email, sequence and reply.
  • Reply Capture Address: the address you forward prospect replies to.
  • Get Paid, Legiit Marketplace, SaaS Mode (Empire), Call Tracking (Pro), Partner Program and Team Seats (Pro): your connections to Stripe, Legiit and Twilio, reselling, referrals and team logins.
  • White Label (Pro): your logo, accent colour and own domain on public pages.
  • Outreach Autopilot: sending mailboxes, Sending Hours and automatic sending.
  • Your Branded Audit Link: your public page where any business can audit its own website.
  • Book-a-Call on Your Proof Pages: let prospects book a call from their proof page.

A Pro or Empire badge marks a card built around the Agency Pro or Agency Empire plan. A few switches on unbadged cards, such as Auto-Send, need Agency Pro too.

Saved with Save Settings

Edits in Your Agency, My Services (including the default proposal note), Writing Style and Book-a-Call on Your Proof Pages, including the Show a booking block on my proof pages checkbox, wait on the page until you click Save Settings. Saved ✓ appears beside it for 2 seconds. If you leave the page first, those edits are lost. No other button on the page saves these four cards.

Saved by the card's own buttons

  • Your Account: Save Name, Change Email and Change Password. Email and password changes need your Current Password.
  • Your Plan: Manage Billing opens Stripe, and under Switch Plan (Prorated Instantly) each plan button, for example Agency Pro $297/mo, switches your plan straight away.
  • White Label: Save Branding stores your logo, accent colour and the Powered by checkbox. Setting a logo or accent colour for the first time needs Agency Pro, and so do the Powered by checkbox and your own domain. An account that already had a logo or accent colour saved keeps it and can still change it. Claim Domain and Check DNS handle your own domain.
  • Outreach Autopilot: + Connect A Mailbox, then Connect And Verify, and Save Sending Hours for your sending window.
  • Connection cards: Connect Stripe, Connect Legiit Account, Add Plan on SaaS Mode, Connect Twilio and Invite on Team Seats.

Saved the moment you click

  • Turn on my audit page in Your Branded Audit Link.
  • The Auto-Send, Send Me A Copy and Reply Autopilot checkboxes in Outreach Autopilot. They stay greyed out until you have a mailbox that has passed Connect And Verify and is not paused. Auto-Send and Reply Autopilot also need Agency Pro or Agency Empire, so on a lower plan the box springs back with a message.

There are two Your Name fields on the page, one in Your Account and one in Your Agency. See why there are two Your Name fields.

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