Settings - Soul Help Center

Your portal's name and address, emails, team, connected apps, refund policy, domain, AI usage and automations.

The Settings pillar ("Application & portal settings.") holds everything that applies across your whole portal rather than to one offering.

When to use what

If you want to…	Go to
Change your portal name, address (handle) or timezone	Settings → Portal Settings
Attach a lead form to your portal	Settings → Portal Settings → Lead Form
Brand the header and footer of your announcement emails	Settings → Email Settings
Give a team member or assistant access	Settings → Collaborators
Connect Google Calendar or Zoom	Settings → Integrations
Decide whether people can get refunds	Settings → Refund Policy
Put your portal on your own domain	Settings → Custom Domain
See or control what Soul AI costs	Settings → AI usage
Send emails or forms automatically	Settings → Automations
Pay for Soul, see invoices, update your card	Account menu → Subscription & Billing
Connect Stripe to get paid	Set Up Payout on Home. See payouts.
Connect Instagram	Audience → AutoDM. See AutoDM.

Page	What's on it
Portal Settings	Soul Portal Name, Your Custom Soul Portal Address, Portal Timezone, Lead Form
Email Settings	Sender Name (your portal name), Include Announcement Title, Email Header, Email Footer, with a live preview
Collaborators	Your team, each with a role (Owner or Collaborator) and status
Integrations	Connected Accounts (your personal Google Calendar and Zoom) and Portal Connected Accounts (your portal's Google Calendar)
Refund Policy	Allow refunds, Practitioner-funded full refunds and your Policy text
Custom Domain	Add, verify and manage your own domain ($12/month add-on)
AI usage	Your included allowance, prepaid credit, monthly cap and pay as you go
Automations	Every automation across your portal: trigger, action, on/off