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Settings & Customization
Settings & Customization
Take control of your Notebird account.
18 articles in this collection
Written by
Taylor Doe
Understanding The Settings Menu
Brief overview of settings and where to find the right information.
Written by
Taylor Doe
Updated over a week ago
Logging Out Of Notebird
Log Out / Sign Out of your Notebird account.
Written by
Taylor Doe
Updated over a week ago
Notebird User Profile Settings
Editing Personal Account Information
Quickly change name, profile picture, email and password all within settings.
Written by
Taylor Doe
Updated over a week ago
Changing Notebird Login Email
Sometime email addresses change. Edit email address used to login into Notebird.
Written by
Taylor Doe
Updated over a week ago
Changing Profile Picture / Icon
Change the color of your Notebird profile icon or upload a headshot photo.
Written by
Taylor Doe
Updated over a week ago
Changing Notebird Password
The more random and unique your password is, the stronger it is. And strength equals security.
Written by
Taylor Doe
Updated over a week ago
Enabling Dark Mode
White is too bright? Enable Notebird Dark Mode.
Written by
Taylor Doe
Updated over a week ago
Changing Notebird Theme (Color)
Change Notebird's look and feel with different colored themes.
Written by
Taylor Doe
Updated over a week ago
Changing Notebird Notifications
Email Notifications to keep you in the loop. Know exactly when an update is made, task is created or milestone is logged.
Written by
Taylor Doe
Updated over a week ago
Notebird Account Settings
Editing Organization's Profile Information
Change the organization name, website and phone number so all information is current.
Written by
Taylor Doe
Updated over a week ago
Editing Locations
Edit the name of the locations that have already been created.
Written by
Taylor Doe
Updated over a week ago
Notebird Customizations
Early Bird Report
It’s a snapshot of what you need to get done and who you need to check-in with for that day.
Written by
Taylor Doe
Updated over a week ago
Adding & Editing Update Types
Easily classify the types of updates for your organization.
Written by
Taylor Doe
Updated over a week ago
Adding and Editing Milestone Types
Create milestones that fit your organization.
Written by
Taylor Doe
Updated over a week ago
Adding & Editing Pulse & Join Date Indicators
Red bars indicate the last time you've checked in with someone. Ribbons indicate how long a person has been with your organization.
Written by
Taylor Doe
Updated over a week ago
Notebird Subscription
Download Billing Receipt
Download, print and view Notebird subscription receipt / statement. See subscription charge details and more.
Written by
Taylor Doe
Updated over a week ago
Upgrading Notebird Subscription
You've decided Notebird is the right tool for you and your organization. It's time to move from the 14 free trial to a paid subscription.
Written by
Taylor Doe
Updated over a week ago
Chat With Us
Continuing an existing Customer Care Chat
Picking up where we left off.
Written by
Taylor Doe
Updated over a week ago