Find your way around Settings

Learn how the Settings rail is organised, what each row opens and which pages save on their own.

Updated September 2, 2026

Settings is one screen with a rail of rows on the left and a pane on the right. Click a row and its page opens in the pane. You never leave Settings to change something, and most pages save as you type.

Open it from Settings at the bottom of the sidebar, or from your avatar menu.

The split pane

The rail lists every settings page. The pane on the right shows the page for the row you picked. When Settings opens, the pane already shows Account so it is never empty.

  • The row you are on stays highlighted in the rail.
  • If you reload, the same page comes back in the pane.

Two rows behave differently on purpose:

Row What happens
Vendors Opens the full Vendors screen instead of the pane, because the New vendor button lives on that screen.
Embed forms The list opens in the pane. Editing a form opens the full-width form builder.

Import from another CRM opens its picker in the pane. Choosing a CRM then moves you to the full-page import wizard.

Group 1: Workspace and branding

These rows are about you, your studio and how your paperwork looks.

Row What it holds What the row shows next to its name
Account Your profile picture, password, sign-in email, two-factor, this Mac, the app theme, data export and account deletion. Nothing
Your studio An expandable group. Click it to reveal five rows underneath. Your business name
Your details (inside Your studio) Business name, owner, email, phone, website and your studio link name. Nothing
Links (inside Your studio) Instagram, YouTube, TikTok, Vimeo, Facebook and your Google review link. Nothing
Logo and colors (inside Your studio) Logo, square mark, fonts, palette, corner roundness and the Custom app theme. Nothing
Proposals and invoices (inside Your studio) Proposal banner and footer, invoice header and footer bands. Nothing
Fonts (inside Your studio) The typeface library: preloaded faces plus your uploads. "N of your own" once you have uploaded a font, otherwise "Upload yours"
Defaults Mailing address, tax rate, deposit, payment terms, lead window and the text pre-filled into documents. "Tax, terms, contract language"
Vendors The roster of planners, venues and other vendors that pre-fills event forms and gallery credits. "N saved" or "Add your first"
Notifications Which events ping the bell, which also email you, and how often. Nothing
Your editor Premiere Pro, Final Cut Pro or DaVinci Resolve, plus the time-tracking breakdown and the multicam permission. The editor you chose, or "Choose your editor"

The Your studio group opens on its own whenever one of its five rows is the active page, so a direct link into Logo and colors never lands you in a collapsed group.

Group 2: Connections and billing

These rows connect Hailo to other services and to money.

Row What it holds What the row shows next to its name
Import from another CRM Bring leads, clients and projects over from another system. Nothing
Integrations Gmail, another mailbox, Google Calendar, Apple Calendar, Stripe, Square, Instagram, scheduling links, Google Meet, Zoom and reply capture. "N connected"
Embed forms Your inquiry forms and the form builder. "N configured"
Your domain Put delivery galleries on your own domain. Nothing
Call scheduler Your public page where couples book a discovery call. Nothing
Client payment methods The ways couples can pay you: Stripe, Square, Venmo, Cash App, Zelle, check, wire. Nothing
Hailo Billing Your Hailo subscription, usage and receipts. Nothing
Data & Learning Whether Hailo shares moment labels and thumbnails from your analyses. Nothing

An extra row, Engine (admin), appears only on Hailo's own staff accounts. You will not see it.

Note

"Call scheduler" is where couples book a call with you. It is not the Booking page a couple reaches from a proposal to review, sign and pay. Those are different screens.

Which pages save on their own

Most settings pages autosave. There is no Save button; a status line near the top reads All saved once your change is stored.

Saves as you go Needs a button
Account (theme, profile picture after you crop) Defaults: Save changes
Your details, Links, Logo and colors, Proposals and invoices Fonts: Add to library
Notifications Call scheduler: Save
Your editor Your domain: the walkthrough's own steps
Client payment methods Embed form builder: Save URL settings for the slug and Active switch (everything else autosaves)
Data & Learning: Turn off sharing / Turn sharing back on

Text fields on the autosave pages store when you leave the field, not on every keystroke. A few of them come back changed on purpose (a website gains "https://", an Instagram handle drops its "@", a studio link name is cleaned up). The box updates to show what was actually stored.

If it didn't work

  • A page opens with nothing highlighted in the rail. Click the row again. If the page you wanted is inside Your studio, expand the group first.
  • The status line says "Couldn't save". Check your connection and change the field again. Nothing was stored until the line reads All saved.
  • You can't find Business Profile or Branding. Those pages were merged. Name, contact and links are under Your studio. Mailing address, tax and contract language are under Defaults. The app theme is on Account.
  • Your accountChange your profile picture, password, sign-in email and two-factor, manage this Mac, pick a theme and reach your data.
  • Your detailsSet the business name, owner, email, phone, website and studio link name that couples see on proposals, invoices and delivery pages.
  • Logo and colorsUpload your logo and square mark, pick heading and body fonts, set the four palette colors and corner roundness, and preview it all live.
  • DefaultsSet the mailing address, tax rate, deposit, payment terms, lead window and the text Hailo pre-fills into proposals, contracts and emails.
  • NotificationsChoose which events ping the bell, which also email you, and whether emails arrive per event or as a daily or weekly digest.
  • Your editor and time trackingPick Premiere Pro, Final Cut Pro or DaVinci Resolve, see how much you cut this week and grant the one-click multicam permission.
  • Data and LearningJoin or leave the Data and Learning program from Settings, and check which way it is set on this Mac.
  • Integrations overviewFind the Integrations page, understand what each connection unlocks, and read the states a tile can be in.
  • Build an inquiry formCreate an inquiry form, design it, choose what happens after a couple submits, set a per-form auto-reply and put it on your website or share the link.
  • Call schedulerSet up the public page where couples book a discovery call with you, including hours, limits, video call provider and the link to share.
  • Client payment methodsChoose how couples can pay you (Stripe, Square, Venmo, Cash App, Zelle, check or wire), turn on automatic reminders and decide who pays the card fee.
  • A tour of Hailo BillingEvery part of the Hailo Billing page: the status header, the invoice timeline, the run ledger, the plan cards and the fine print.
  • Publish galleries on your own domainPoint a subdomain of your website at Hailo so gallery links carry your brand.
  • Import from another CRMBring your clients, leads, invoices and payments into Hailo from your old CRM, step by step, from the Settings page or during onboarding.
Still stuck? Send a note from the contact page and a real person at Hailo answers. Include the studio name you signed up with and, if it is about a specific screen, what you clicked.
Contact support