Articles on: KickStart

KickStart Settings: Set Up Your Default Account Text and Manage Services

  1. Click on Settings



  1. Click on Manage Account



  1. Update your account details as needed



  1. Click on Update



  1. Once your details have been updated click on Ok



  1. Click on Default Terms



  1. Here you can update the default terms to your liking, these can be updated per proposal as well if required.



  1. There are Dynamic Text Tags available for you to include in the Default Terms



  1. Click on Update



  1. Once the terms have been updated click on Ok



  1. Click on Default Introduction



  1. Here you can update the Default Introduction to your liking.



  1. Click on Update



  1. Once the Introduction has been updated click on Ok



  1. Click on Default Next Steps



Once the client has accepted the proposal they will receive the next steps which you can customise below.


  1. Here you can adjust the next steps as needed and click on update at the bottom



  1. Click on Manage Services



  1. Click on Edit Service



  1. Here you can update the service as needed including the display name of the specific service



  1. Update the description as needed



  1. Update the terms as needed



  1. Click on Update



  1. Once the service has been updated click on Ok



  1. You can also add additional services on this page by clicking on Add New Service


Updated on: 21/07/2025

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