Account & Settings

Account Settings

Manage your business info, branding, and account preferences all in one place.

1

Finding Your Settings

All account-level configuration lives in one place: the Settings area. Here's how to get there and what you'll find.

  1. Click the gear icon in the bottom left of the sidebar — The gear icon is always visible at the very bottom of the left navigation bar, regardless of which section of Jtek you're currently in.
  2. The Settings area opens — You'll see a secondary navigation panel listing all the settings categories: Business Info, My Profile, Team, Notifications, Billing, Phone Numbers, Email, Integrations, and more.
  3. Each settings section is self-contained — Changes you make in one section (like Business Info) don't affect other sections. You can navigate freely without worrying about losing unsaved changes in another area.
  4. Settings are account-wide vs. user-specific — Some settings (like Business Info and Billing) apply to the entire account. Others (like My Profile and Notifications) are per-user. Make sure you're in the right section for what you need to change.
  5. Admins see more settings than regular users — If you can't find a setting you expect to see, you may not have Admin access. Contact the account owner to have your role updated, or refer to the User Permissions article.
app.jtek.pro/settings
Jtek
Dashboard
Contacts
Settings
SETTINGS
Business Info
My Profile
Team
Notifications
Billing
Phone Numbers
Integrations
Business Info
Business Name
Riverside Realty Group
Time Zone
US/Central (UTC-6)
Website
www.riversiderealty.com
Tip: Bookmark the Settings area directly so you can jump to it from any tab. A quick Settings review should be part of your onboarding — the more completely you fill it out at the start, the less troubleshooting you'll do later.
2

Business Info

Your business info is the foundation of how Jtek represents your brand across emails, SMS messages, and client-facing pages.

  1. Go to Settings > Business Info — This is the first settings section and the most important one to complete fully.
  2. Enter your full business name — This is the "From" name that appears on automated emails sent to your contacts. Use the name your clients would recognize, not a shortened or internal version.
  3. Enter your address — Required for CAN-SPAM compliance on marketing emails. Even a PO Box or suite address is fine — but something must be there.
  4. Enter your business phone and website — These appear in your email footers and on certain client-facing pages like appointment confirmations and booking links.
  5. Set your time zone — Critical. This controls when your scheduled automations fire, when appointments show on your calendar, and when daily summary reports are generated. An incorrect time zone causes automations to run at the wrong time.
  6. Click Save — Confirm the green success banner appears. If you get an error, check that all required fields (marked with asterisks) are filled in.
Tip: After saving Business Info, send yourself a test email from Jtek and open it. Check the "From" name, the footer address, and the logo — this is exactly what your leads will see when they receive your automated follow-up emails.
3

Changing Your Password

You should change your Jtek password periodically and immediately if you suspect it may have been compromised.

  1. Go to Settings > My Profile — Click the gear icon in the left sidebar, then select "My Profile" from the settings menu.
  2. Scroll to the "Change Password" section — It's usually in the lower half of the My Profile page, below your name and contact info fields.
  3. Enter your current password — This verifies it's really you making the change. If you've forgotten your current password, log out and use the "Forgot Password" link on the login page instead.
  4. Enter your new password twice — The second entry confirms you typed it correctly. Use a strong password: at least 12 characters, mixing uppercase, lowercase, numbers, and symbols.
  5. Click Save — Your password changes immediately. You'll remain logged in on your current session, but other active sessions will be signed out.
Tip: Use a password manager (like 1Password, Bitwarden, or the built-in one in Chrome/Safari) to generate and store a strong, unique password for Jtek. Never reuse a password from another service.
4

Account Notifications

Notifications keep you informed about what's happening in your account — new leads, booked appointments, incoming messages — without you having to check constantly.

  1. Go to Settings > Notifications — This page lists all the notification triggers available in Jtek and lets you configure how you want to be alerted for each one.
  2. Choose your notification channels — For each notification type, you can select: In-App Bell (only visible when you're logged in), Email (sent to your account email), SMS to your personal phone, or Desktop Push Notification (requires browser permission).
  3. Configure new lead notifications — This is the most important one. When a new contact enters your system via a form or other source, you want to know immediately. Enable SMS notifications for new leads so you can respond within minutes.
  4. Configure appointment notifications — Set up alerts for: new appointment booked, appointment confirmed, appointment cancelled, and no-show. These help you track calendar health in real time without opening the calendar every hour.
  5. Configure conversation notifications — Get alerted when a contact replies to an automated message or sends a new inbound message. If you miss a reply because notifications are off, the lead may move on before you respond.
Tip: If you're getting overwhelmed by notification volume, don't turn everything off — be strategic. Keep new lead and appointment notifications as SMS alerts (highest priority), and switch lower-priority notifications like pipeline moves to in-app only.
5

Managing Your Subscription

Your Jtek plan, billing date, and payment method are all managed from the Billing section of Settings.

  1. Go to Settings > Billing — This section shows your current plan details: the plan name, features included, monthly or annual cost, and your next billing date.
  2. Review your current plan — Confirm you're on the plan that matches your needs. If you've grown your business significantly since you started, you may benefit from a higher tier with more contacts, workflows, or team seats.
  3. Update your payment method — Click "Update Payment" to change the credit card on file. Do this before your card expires to avoid service interruption.
  4. Upgrade or downgrade your plan — Click "Change Plan" to see available options. Upgrades take effect immediately; downgrades take effect at the next billing cycle.
  5. Cancellation — If you need to cancel, click "Cancel Plan" — but contact Jtek support first. There may be options (pause, plan change, or feature adjustment) that address your concern without losing your data and workflow setup.
Tip: Switching from monthly to annual billing typically saves you 15–20% and removes the cognitive overhead of a monthly charge. If Jtek is working for your business, the annual commitment is almost always the better financial decision.
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