Office & settings
Calendar, offices, settings and your data.
- Read the office calendarSee on the Calendar page when your office is open and who is off, remote or working other hours, by month or by week.
- Request or approve time offAsk for time off from the Calendar page, and approve or deny a request, or log time off already agreed.
- Set office hours, holidays and paydaysSet the days and hours your office is open, add holidays, and put paydays and other events on the office calendar.
- Set a person's time off and scheduleGive each person their hours of time off a year, and set the days and hours they work, in the office or remote.
- Subscribe to the office calendarAdd the office calendar, or your own schedule, to Outlook, Apple Calendar or Google Calendar with your own link.
- Switch between officesWhen your login belongs to more than one office, switch between them from the menu at the top right of any page.
- Open a second officeOpen another agency of your own with the login you have, from Your offices in Settings, and set it up with the setup wizard.
- Join or leave another officeJoin someone else's office with the login you already have, and how an owner takes someone's access away.
- Read the Book pageRead your Book Health Score out of 100, see the factors behind it year by year, and the book figures you typed.
- Read the Rule of 78/108 pageSee how much Life and Health premium counts toward this year, what is still scheduled, what carries into next year and how far you are from goal.
- Set up a digest emailSchedule an email of your office's numbers. Pick a template, the days and time it goes, the period it covers and its sections.
- Choose who gets a digest emailPick who a digest email goes to, see what each person's copy holds, send yourself a test, and pause or delete an email.
- Change your name, phone or pictureChange your own name, phone number and picture on the Profile tab in Settings, and see your office's details.
- Change your sign-in email or passwordChange the email you sign in with, confirmed by a link, or set a new password, from the Profile tab in Settings.
- Change how Producify looksPick your theme, interface style, table density, chart colors and number format on the Preferences tab in Settings.
- Customize your sidebarReorder the menu on the left, hide the pages you never use, or put it back the way it was.
- Find a Settings tabThe twelve Settings tabs in their on-screen order, one line each, with the guide for each one and who can open it.
- Manage your subscriptionSee where your subscription stands, update the card it charges, open your invoices, or cancel, from Billing in Settings.
- Download all your dataDownload everything in your office, from sales and leads to pay runs and Ivy chats, as spreadsheets in one file.
- Delete an office or your accountRemove everything in one office, or delete your whole account, from Delete data in Settings. Nothing here can be undone.
- Get helpOpen Help to search these guides, report a bug, suggest a feature or ask the Producify team a question, and find Finish setup.
- How we protect your dataHow Producify keeps your office's sales, pay and team information safe, and what you control.