Settings is where you tell the app who you are and how you work: your studio name and logo, your currency and tax, the notifications you want, the templates you reuse. You set these once, and every quote, contract, invoice and email after that is already right.

You don't need everything on day one. This guide starts with the four things to set up before your first quote, then shows what else is there.

Where to find it

Open your account menu (your picture at the bottom of the left bar). You'll find two entries:

Account — you and your studio: your profile, your brand, your plan, online payments.
Settings — how the CRM works: money defaults, notifications, catalog, custom fields and templates.

1. Your studio name and public address

This is what your clients see: on quotes and invoices, in emails, in the client portal and in the address of your website.

Open the account menu and click Account, then the Brand tab.
Fill in Brand / Studio name and Brand email. When a client replies to an email you sent from the app, the reply goes to this address.
Choose your Public URL: a short name, without spaces, like lumiere-studio. The full address appears under the field, and the app tells you if it's Available.
Add your Brand address, Website and VAT / Tax ID if you want them on your documents.
Press Save.

Tip: pick the public URL with care. It's the address of your client portal and of your website: changing it later breaks the links you've already shared.

2. Your logo and portal cover

In the same Brand tab:

Upload logo — it appears at the top of the quotes and invoices your clients open. SVG, PNG, JPEG and WEBP work.
Upload cover — the big image your clients see when they open their portal. Click Edit to choose which part of the photo stays in view.

Press Save when you're done.

3. Your currency and tax

New quotes and invoices start with these values, so set them before you write your first price.

Open the account menu and click Settings. You land on General.
Default currency — the currency of your quotes and invoices.
Number format — European (5.000,00) or US (5,000.00).
Default tax (%) — your usual VAT or sales tax. Quotes start at 0% until you set it. You can still change it on each quote.
Default deposit (%) — the share suggested when you create a deposit invoice from a quote (30% to start).
Check the Time zone and the Date/time format, then press Save settings.

Until your tax is above zero, the Today page reminds you: Did you set the right VAT rate? It goes away by itself once the rate is set.

The language of the app is in Account › Profile › Language. The page refreshes to apply it.

4. Online payments (optional)

To let clients pay invoices by card:

Open Account, then the Payments tab.
Click Connect Stripe and follow Stripe's steps.
Back in the app, the status shows Connected. Your invoices can now be paid online.

Without Stripe everything else works: you mark invoices as paid yourself. See Payments.

The rest of Settings

The menu on the left of the Settings page groups everything else. Come back to it when you need it:

Notifications — for each kind of event, choose whether you want it In‑app (the bell), by Email, both or neither.
Catalog — your services and products with name, description and price, ready to add to a quote in one click. See Quotes.
Import data — moving from Studio Ninja? Bring in your clients, projects and payments from its export files.
Clients › Custom fields and Projects › Custom fields — your own fields on every client or project, like “How did you find us?” or “Venue type”.
Projects › Sources — where your jobs come from (Instagram, referral, wedding fair…), to filter projects and see what works.
Templates — Sessions, Tasks, Contracts and Questionnaires you reuse on every job, so you never start from a blank page.

Your mosaii.co plan is under Billing in the account menu, and in Account › Subscription.

Good habits

Do the first three before your first quote. Name, logo, currency and tax: ten minutes, and every document looks right from the start.
Use a brand email you read. Client replies go there.
Build your catalog and templates as you go. The second time you write the same thing, save it.