About Your Account Settings
The Account section in Wedy Pro is your personal command center. Here you manage everything that controls how your account works — your identity, connected tools, display preferences, subscription, team access, and document defaults. Unlike your public-facing Profile (which clients see on the Wedy marketplace), Account settings are private and shape how you experience Wedy Pro day to day.
To access Account settings, click Account in the sidebar. A sub-navigation on the left gives you direct access to each area: Personal Details, Membership, Team, Preferences, Email Settings, Integrations, Project Settings, and Document Settings.
Personal Details
The Personal Details page (Account > Personal Details) manages your individual identity in Wedy Pro — the display name and avatar photo associated with your user account. This is separate from your business Profile that clients see on the Wedy marketplace.
What you can update here:
Display Name — Your name as it appears throughout Wedy Pro and to team members.
Avatar — Click the Edit button on your avatar circle to upload or change your profile photo.
Email — Your login email is shown here but is read-only and cannot be changed.
After making changes, click Save. Your role badge (Owner, Admin, Member, or Bookkeeper) is displayed in the top-right of the card so you always know your current access level.
If you are a team member (not the account owner), you will also see a Switch Account button to move between workspaces, and a Leave Team button. Clicking Leave Team opens a confirmation dialog with the message: You will lose access to this team's projects, documents, and data. You'll be logged out after leaving. To rejoin, the team owner will need to invite you again. Confirm to proceed — you will be logged out immediately.
Membership and Billing
The Membership page (Account > Membership) is where you manage your Wedy Pro subscription. What you see depends on your current status.
If you are not yet subscribed (or on the free plan), the page shows the Pricing view: three plan cards — Free, Pro, and Elite — with a Monthly / Yearly billing cycle toggle at the top. Switching to Yearly reveals the discounted rate. Click a plan card to begin checkout.
If you have an active subscription, the page shows your management dashboard with four sections:
Current Plan — Your plan name (Pro or Elite) with an ACTIVE badge, price, billing cycle, and next renewal date. If a plan change is pending, a badge indicates this. Click Change Plan to upgrade, downgrade, or switch billing cycles.
Payment Method — Shows your card brand and last 4 digits with expiration date. Click Update to change the card on file.
Billing History — Your five most recent invoices with date, total, and status. Click View All to see your complete history.
Cancel Membership — Click Cancel Membership to end your subscription. You retain full access until the end of your current billing period, and marketplace features (packages, bookings, messages, profile) remain available after cancellation.
For a full guide to upgrading, downgrading, and managing billing, see Manage Your Membership and Billing.
Team Members and Permissions
The Team section (Account > Team) lets you invite collaborators, assign roles, and define what each person on your team can see and do in Wedy Pro. The Team section has three sub-pages accessible from the Team navigation: Members, Invitations, and Permissions.
Team Members — View all current team members (active and deactivated). The list is searchable by name or email, and shows each member's name, role badge, and status. Owners can change a member's role (Admin, Member, or Bookkeeper) or deactivate their access from the actions menu.
Team Invitations — Manage outstanding invitations. Two tabs: Pending (invites not yet accepted) and Accepted (members who joined). Per invitation, you can cancel it individually or extend its expiry. Use Delete All to bulk-cancel all pending invitations at once.
To invite a new team member, click Invite Team Member in the Team section header, enter their email address, and select a role:
Admin — Full access except billing management.
Member — Customizable access (you define exactly which features they can use).
Bookkeeper — Read-only access by default.
Click Send Invitation. An invitation email is sent, and you can also copy the invite link from the confirmation screen to share it directly. Click Done when finished.
Team Permissions — Configure granular feature-level access for Member and Bookkeeper roles. Select the Member or Bookkeeper tab and toggle on/off access to specific features. For the Member role, you can also control whether they see all projects or only the ones they have been explicitly assigned to. The Admin and Owner tabs are view-only — their permissions are fixed and cannot be changed. Click Save Changes to apply your updates, or Discard to revert.
For a detailed guide with step-by-step instructions, see Add Team Members and Set Permissions.
Preferences
The Preferences page (Account > Preferences) controls your personal display settings. These are per-user settings — they do not affect other team members or client-facing content.
Theme — Choose System (follows your device's light/dark setting), Light, or Dark. The change applies immediately across the entire interface.
Timezone — Select your local timezone. This ensures meetings, scheduler availability, and calendar events all display at the correct local time. Available after your profile setup is complete.
If you are the account owner (or have the appropriate permission), a Company Theme section is also visible. This sets the default brand colors and fonts for all new client-facing documents and forms — a powerful way to ensure every proposal, invoice, and contract reflects your visual identity. Click Customize Theme to open the editor and adjust page color, form color, highlight color, button color, text color, and fonts (heading and paragraph). To revert to defaults, click Reset and confirm Reset to Default.
For more, see Set Your Preferences and Theme.
Email Settings
The Email Settings page (Account > Email Settings) is where you create and manage your email signatures. A signature automatically appears at the bottom of emails you send through Wedy Pro, reinforcing your brand in every client communication.
To create your first signature, click Add Email Signature. Enter a title for the signature, compose the body using the rich text editor, and optionally check Set as default to have it automatically appear when composing emails. Save when done.
Once you have signatures, each card displays the title, a formatted preview of the body, and — if applicable — a Default badge. Use the pencil icon to edit, or the trash icon to delete. Deleting requires confirmation.
You can create multiple signatures — for example, a formal one for new client introductions and a shorter one for follow-up emails. Set the most appropriate one as your default and switch as needed when composing.
The Out of Office Settings section is visible on this page and will be available soon.
For step-by-step instructions and tips, see Create and Manage Email Signatures.
Integrations
The Integrations page (Account > Integrations) is your hub for connecting external tools to Wedy Pro. Four integrations are available, each displayed as a card with a Connected or Not Connected status badge.
Email — Connect your email account so all outgoing communications (documents, automations, follow-up emails) are sent from your real business address. Incoming client emails are automatically imported into the relevant project or lead workspace. Click Connect in the Email section, then sign in on your email provider's page. You are redirected back to Wedy Pro when the connection is complete.
Calendar — Connect your calendar to sync Wedy Pro projects, bookings, and client meetings with your external calendar. Your availability is also used by your Schedulers to show clients only your open time slots. Click Connect in the Calendar section and complete the sign-in flow. A calendar connection is required to use the Schedulers feature.
Zoom — Connect your Zoom account to auto-generate meeting links for your schedulers and calendar events. Once connected, Zoom is available as a video conferencing option when clients book appointments. Click Connect in the Zoom section and authorize the connection.
Accounting software — Connect your accounting software to automatically sync invoices and payments from Wedy Pro. Once connected, the card shows your company name, a last-synced timestamp, and an Auto-sync payments toggle to control whether payments sync automatically. Click Connect and complete the authorization flow.
To disconnect any integration, click Disconnect on the connected card and confirm in the dialog that appears.
For step-by-step connection guides for each integration, see Connect Email, Calendar, Zoom, and QuickBooks.
Project Settings
The Project Settings page (Account > Project Settings) controls the organizational labels available across your Projects. Here you define the dropdown options that appear when creating and managing client work.
Three sections are available:
Event Tags — Color-coded labels you apply to projects for flexible categorization (e.g., "VIP Client", "Outdoor", "Destination Event"). Click Add Tag, enter a name, and choose a color. Click an existing tag to edit it, or hover over it to reveal the trash icon to delete. Some built-in tags are locked (indicated by a lock icon) and cannot be edited or deleted.
Project Types — Define the kinds of events you handle (e.g., "Wedding", "Corporate Event", "Birthday Party"). Click Add Type, enter a name, and select a color. Default types and the "Other" type are locked.
Lead Sources — Track where your leads come from (e.g., "Instagram", "Referral", "Website"). Click Add Source and enter a name. Lead sources are name-only — there is no color picker. Some built-in sources are locked.
For a detailed walkthrough, see Customize Project Tags, Types, and Lead Sources.
Document Settings
The Document Settings page (Account > Document Settings) configures your invoice and document defaults — set them once and they apply every time you create client paperwork.
Three sections are available:
Custom Units — Add custom units of measurement for invoice line items (e.g., "hour", "day", "person", "sq ft"). Type the unit name in the input field and click Add. Click an existing unit to open the edit modal, or hover over it to delete.
Tax Registry — Save tax rates for reuse across invoices. Add your commonly applied tax rates once and apply them to any invoice with a single click.
Payment Reminders — Automatically send payment reminder emails to clients for unpaid invoices. Five reminder types are available, each independently toggled on or off: Upcoming (sent 7 days before due date), Recurring/Autopay (sent 1 day before due date), Payment due date (sent on the due date), Overdue +2 (sent 2 days after due date), and Overdue +7 (sent 7 days after due date). Click Edit email on any reminder type to customize the subject and body of that reminder email.
For a detailed guide, see Configure Document Settings (Units, Taxes, Reminders).
Frequently asked questions
What is the difference between Account settings and Profile?
Account settings are private — they control your login identity, subscription, integrations, and CRM configuration. Profile is public-facing — it is your business listing on the Wedy marketplace that clients browse and book through. Changes to Account settings never affect your public marketplace listing.
Can I change my login email address?
Your login email is shown on the Personal Details page but is read-only and cannot be changed from within Wedy Pro. If you need to update your login email, contact Wedy Pro support through the in-app chat.
Who can see the Team section?
The Team section is visible to users with the /team permission. Owners have full access — they can invite members, change roles, deactivate accounts, and configure permissions. Admins can view the team and may have additional access depending on your permission configuration. Members and Bookkeepers do not have access to the Team section by default.
Do I need a connected email to send documents?
Yes. Documents in Wedy Pro are sent via your connected email account, ensuring clients always receive correspondence from your real business address. Connect your email at Account > Integrations before sending your first document.
Will my Theme preference affect what clients see?
No. The Theme setting (System, Light, or Dark) is personal to your account and has no effect on client-facing documents, emails, or your marketplace listing. The Company Theme setting (visible to owners in Preferences) controls client-facing brand colors and fonts for documents and forms.
Can I have multiple email signatures?
Yes. You can create as many signatures as you need in Account > Email Settings, and set one as your default. Your default signature auto-populates when composing emails.
What happens if I turn off a Payment Reminder?
Toggling a reminder off prevents that reminder type from being sent on future invoices. Reminders already sent are not affected, and the invoice itself is unchanged. You can re-enable any reminder type at any time.