Choose language and appearance
Open Settings → Preferences → Interface. Choose your portal language and a Light, Dark or System theme. System follows your device setting.
Use Save changes when your selections are ready. These are portal interface preferences; check the separate settings in your mobile or desktop app when you want to change its behavior.
Set the timezone you work in
Select the timezone used for dates and times across the portal, then save. Choose the named location that matches your working timezone rather than relying on a fixed UTC offset.
When comparing a portal record with your own application logs, include the timezone with the time. This also helps support locate the right call or message.
Choose how you enter local numbers
Under Local dialing, choose your country to enter local-format numbers. International numbers beginning with + continue to work. The country selector also offers International numbers only.
A dialing preference, not a routing plan
Changing your local dialing country does not order a phone number or choose a voice region. Use Phone Numbers for incoming numbers and Routing settings for your voice setup.
Review optional email messages
Open Preferences → Notifications. Review Promotions, Product updates, Billing, Support and Rate change emails, then save the choices you want.
The Billing and Support controls apply to optional news. Required invoices, payment receipts, balance notices, account-service messages and direct ticket replies are not switched off by these preferences. Critical security emails are always sent.
Rate-change announcements have their own setting. A separate Rate change recipient email can receive those messages instead of your login email.
Separate appointment reminders from call alerts
Appointment Reminders has separate controls for agent defaults and owner visibility. Choose timing and portal, email or push delivery as appropriate. Allow agent override lets agents choose their own reminder settings instead of inheriting the defaults.
Portal reminders appear in the portal and mobile notification feed. Mobile push requires a registered device. Browser incoming-call alerts are managed separately from these appointment preferences.