A tour of Settings
What is on each of the seven tabs, so you know where to look.
Open Settings from the menu under your initials (on a phone, More). Each tab has its own Save settings button, and a change applies to the links you make from then on. Lines marked More about this fold open for the detail.
Scheduling
What you book and where.
- What you schedule: Meetings, Appointments, Inspections, or a word of your own (Site visit, Consultation, Quote). It changes the menu, the headings, your customer’s page and the emails.
- Where we meet: changing locations, a fixed location, or online. See Online meetings.
- What the response page asks: Ask whether PPE is required, for site visits. If they answer yes, they can say which (safety glasses, safety shoes, hi-vis vest, or something else).
- Rescheduling: whether your customer can suggest another time. See When they ask for another time.
- Follow up: after how many business days an unanswered link is flagged. See Follow up and send a reminder.
Sending
- Delivery method: email, text message, or both. See Send a link by text message.
- Auto-expiry: how long a link waits for an answer. See How long a link stays open (auto-expiry).
- Links with no name: the greeting word. See Writing to a general address (No name).
Privacy
What is collected about your customer, how long it is kept, and Clear all records. See What is kept about your customers, and for how long.
Your details
- Who you are: your name, role and company, shown to your customer.
- Contact details: your mobile and email, shown when a link has expired and in the privacy notice.
- Region: your time zone, how dates read, and the day your week starts. See Business hours, days and time zone.
- Where to send responses: the addresses answers are emailed to. See The email you get when someone answers.
- Set-up questions: Run the set-up again.
Calendar
- Business hours and Business days. See Business hours, days and time zone.
- Your own calendar: sharing your Chalkedin times, bringing in your busy times, and blocking out time. See Show Chalkedin times in your own calendar and Keep busy times off the times you offer.
Appearance
Your chalk colour, the button text colour, and how the link looks in an email. See Your chalk colour and how the link looks.
Statistics
Your links and replies, counted. Nothing on this tab is a setting. See Statistics.
Still stuck?
In Chalkedin, open Help and feedback from the menu under your initials (More on a phone) and tell us what happened, or email [email protected].
Checked against Chalkedin on 20 October 2026.