When you take a few minutes to set up your Hectic account, it will save you all that time back and more.
Settings are nested in the lower left when you click on your name (and picture if you have added it).
Use "Subscription" to manage your Hectic plan (see which Hectic plan is right for you). You can also join our affiliates program and earn $50 every time someone uses your link to upgrade to Hectic (*that user must upgrade for at least 2 months). Click "Refer a friend, earn $50!"
Here are all the settings you can manage under "Settings & integrations"
Fill out your "About me" section with the name that you want to appear on your agreements and invoices. You can enter your phone number as well if you'd like to be able to log-in using SMS.
Note: The phone number field is only used for SMS login into the Hectic platform. We currently only support North America for SMS login.
If you'd like to update your email address, click the lock next to your email to make it editable.
In "My business" you can add your logo, what type of business you are registered as, and your location and home currency information.
For your logo size, we recommend uploading an SVG file. If you only have access to a JPG, we recommend 300px width files.
You can enter as much information as you'd like in this section. Your mailing address in this setting will auto-populate in your invoices as well.
If you would like to delete your account, you can do that in this section as well. By deleting your account, all of your data including client records, attachments, invoices, contracts, etc., will be permanently removed and will be unrecoverable. You cannot delete your account while you have an active subscription.
This sections allows you to set the way that you see the app and invoice and proposal automations.
In "App settings," set which core feature you'd like to see when you first open Hectic each day. This is also where you can set your day of the week to begin on Sunday or Monday depending on your preference. You can also opt to use dark mode or light mode.
In "Invoices," you can set up automatic reminder emails that send to your client if they have an outstanding invoice. Choose how often your clients need to be reminded. This will affect all clients in your account.
If you are a pro user, you can personalize the automatic invoice reminder emails in Communicator. Select which email gets sent in this area of settings.
You can also set up your tax preferences, including your tax label, if you have a taxable good or service. Allow your clients to see a detailed view of hourly projects or simply a summary. Add a compliance header and/or set up your custom invoice numbering system.
When you create an agreement with projects and deliverables and/or asks for a deposit payment in your payment terms, Hectic can automatically create projects and deliverables once your proposal is signed. It will also create a deposit invoice based on your terms for you to approve (view it in your client > invoices). Enable or disable this feature here.
Hectic can be connected to several apps.
Calendar and meetings
For more information on setting up your connected apps, see our help section on integrations.
Add collaborators that you work with on only certain projects (Pro plan) or a full access team member that has access to everything in your account (Teams plan). Manage your team's access here by clicking the [...].
If you would like to import data from another software, save it as a .xls or .csv sheet. Then map the columns to bring in clients, invoices, expenses, and time worked.