Settings
Settings is the one place that controls how the app talks to you, what other tools it connects to, what your assistant is allowed to do, and how visible your profile is to other ReferralPulse users. Most of these you set once and forget about. The Integrations tab is the one you'll come back to.
Where to find it
Where to find it: Top right avatar → Settings. Direct URL: /dashboard/settings.
The page opens on the Integrations tab by default. The other tabs are Notifications, Referrals, Privacy, Provisors, and AI. If you're an organization owner, a seventh Company tab appears on the right.
Methods
Connect tools on the Integrations tab
Where to find it: Settings → Integrations tab (default).
This is the most-used tab. Four panels stack down the page.
-
CRM and Practice Management. Connect HubSpot or Clio to pull contacts and sync referrals. Salesforce, Lawmatics, Wealthbox, and Redtail show as Coming soon. Click Connect on any available card to start the OAuth handshake. Once connected, the card shows the account name, the last sync time, and a Disconnect button.
-
Calendar. Connect Google Calendar so the app can sync partner meetings into your dashboard, briefings, and timelines. After you connect, the card adds a Sync now button you can click to refresh on demand. Microsoft Outlook is Coming soon.
-
Email. Connect Gmail or Outlook so partner emails track in your communications log. Both are currently Coming soon.
-
Meeting Recording. Turn on the Enable Meeting Recording toggle to let the recording bot join meetings on your calendar. You can change the bot's display name (max 50 characters), choose between a logo card or name-only tile, and turn on Auto-Record Calendar Meetings to record everything that has a partner attached automatically.
If you connect HubSpot or Clio, the next time you add a partner you'll see your CRM contacts as a source on the Build Out Your Network screen. You don't have to re-import every contact, just pick the ones who are real referral relationships.
Control what reaches you on the Notifications tab
Where to find it: Settings → Notifications tab.
Three independent channels, each with its own master toggle:
-
Email Notifications. Master toggle plus checkboxes for each type. Today the two types are Daily Briefing and Meeting Summary (the recap email after a recorded meeting finishes processing). The CC me on emails I send to partners toggle adds your address to the cc line whenever your assistant sends a draft on your behalf, so the partner sees your real email and you keep a copy in your inbox.
-
In-App Notifications. Master toggle that controls the bell-icon dropdown in the header. Off means the bell stays empty.
-
Push Notifications. Per-category list for the iOS app. Revenue Alerts (new referrals, won and lost status changes) is always on and locked. The other categories you can turn off individually: Task Reminders, Meeting Prep, Relationship Nudges, Social Updates, and Celebrations. Quiet Hours suppresses everything except revenue alerts during the hours you set.
Click Save Preferences at the bottom to commit changes. Each channel saves independently.
If push notifications feel noisy, the first thing to turn off is Celebrations. It's the highest-volume category and the one users most often dismiss without reading.
Set your commission practice on the Referrals tab
Where to find it: Settings → Referrals tab.
This tab is short but important, because the Commission Practice field shapes how much compliance UI you see across the rest of the app.
The three options:
- Never. Pure networking, no money exchanged. Hides all compliance UI, including the Compliance entry in the sidebar.
- Sometimes. You have selective fee arrangements. Compliance options appear when you flag a referral as commissioned.
- Always. Standard practice. Full compliance features show up everywhere.
The two toggles below it are Track Referral Fees (whether the referral form prompts for a commission amount) and Enable Auto Follow-up (whether your assistant pings you after a referral has been open without status changes for a while). When auto follow-up is on, the Follow-up Reminder Days dropdown lets you set the cadence between 1 and 14 days.
Most attorneys and CPAs land on Sometimes even if they think they're Never. If you receive a Provisors-style referral fee from a partner once a year, that's Sometimes, not Never. Get it right and the right compliance prompts show up at the right time.
Control who sees you on the Privacy tab
Where to find it: Settings → Privacy tab.
Three Profile Visibility cards control who can find your profile across ReferralPulse:
- Discoverable. Anyone using ReferralPulse can find your profile. Best if you want to grow your network.
- Network Only. Visible only to your connected partners. Default for most users.
- Private. Only you can see your profile. You can still browse and search the directory, but no one can find you.
Below the visibility cards, three toggles let you fine-tune what your assistant is allowed to do with your data:
- Allow AI Analysis. Off here turns off background analysis like dormant-partner detection, gap-finding, and intro suggestions.
- Use Referral History for Matching. Whether past referral patterns inform partner recommendations.
- Share Anonymized Data. Whether your data can be aggregated for benchmarks. Off by default.
The Change Password card below the privacy section lets you update your password. If your account uses Google sign-in only, the card shows a note saying so and points you to the Forgot password flow on the sign-in page.
If you don't want competitors finding your profile by browsing the directory but you do want to keep getting recommendations from your assistant, set visibility to Network Only and leave the AI toggles on. The toggles affect what the assistant does for you, not what other users can see.
Manage your Provisors membership on the Provisors tab
Where to find it: Settings → Provisors tab.
The Activate Provisors Features toggle is the gate. Off means you don't see Provisors-specific features anywhere in the app. On kicks off a verification check against the Provisors directory.
While verification is pending, the tab shows an amber banner saying your membership is being confirmed and you can keep filling out your profile. Once verified, you see a green check and can fill in two extra fields:
- Elevator Pitch. The short intro you give yourself in chapter meetings. Used in pre-meeting prep briefs and intro emails.
- Zoom Bio. A formatted intro you can paste into the Zoom chat box at the start of a meeting.
Verification is manual on the Provisors side. If you've activated and the status hasn't moved off Pending within a business day, message support and they'll nudge it through. Don't wait a week.
Tune your assistant's voice on the AI tab
Where to find it: Settings → AI tab.
Two dropdowns control how the assistant writes when it drafts emails and replies on your behalf:
- Conversational Tone. Professional, Casual, Friendly, or Formal. Affects how the assistant talks back to you.
- Email Template Style. Brief, Detailed, or Warm and Personal. Affects the drafts the assistant generates.
Two toggles control what your assistant does in the background:
- Use AI Matching for Partner Recommendations. Whether the assistant suggests partners and intro candidates from your network.
- Use Predictive Success Scoring. Whether the assistant ranks suggestions by likelihood of a positive outcome.
If the drafts feel too long, switch the email style from Detailed to Brief. If they feel stiff, switch the tone from Professional to Friendly. Try one change at a time so you can tell what worked.
Manage your organization on the Company tab
Where to find it: Settings → Company tab. Only visible to organization owners.
Two buttons that take you out of Settings into the org dashboard:
- Go to Organization Dashboard. Member list, organization-level reports.
- Manage Billing. Plan, payment method, invoices.
If you don't see the Company tab, you're not the owner of an organization. Most users are individual accounts, which is the default.
On the iOS app
Where to find it: Bottom navigation → Profile tab (the avatar icon on the right).
On iOS the desktop Settings page is replaced by a single mobile-friendly Profile screen with the same options stacked vertically. Tap into a section to expand its controls. The most common reason to open Settings on iOS is to fine-tune push notifications, which lives at Profile → Push Notifications.
The push notification categories you set on iOS sync to the Notifications tab on desktop and vice versa. Set them once on whichever screen is in front of you.