Workspace Settings

Workspace Settings

In Solido, a workspace represents a single business entity. All your invoices, contacts, reminder rules, team members, and settings belong to a workspace. Configuring your workspace settings correctly ensures that emails are sent at the right times, in the right language, and on the right days for your business.

Accessing Workspace Settings

To access your workspace settings, first make sure you are in the correct workspace. Navigate to Settings → Workspaces → Switch to verify or change your active workspace. Once you are in the right workspace, go to Settings → General Settings to view and edit the configuration options described below.

Configurable Settings

The General Settings page gives you control over the following options:

• Workspace Name: The display name for your workspace. This helps you identify the workspace when switching between multiple workspaces. Choose a name that clearly represents the business entity, such as your company name or trading name.
• Default Currency: The primary currency used for displaying invoice amounts across the dashboard and reports. This should match the currency your business invoices in most frequently.
• Timezone: The timezone used for scheduling reminder emails. All scheduled send times are calculated based on this setting. For example, if you set your timezone to Australian Eastern Standard Time and schedule an email for 9:00 AM, it will be sent at 9:00 AM AEST. Make sure this matches your business operating timezone so emails arrive during your customers' business hours.
• Email Language: The language Solido uses when generating reminder emails. When AI generates an email based on your rules, it will compose the message in the selected language. This is especially useful for businesses that communicate with customers in a language other than English.
• Working Days: The days of the week on which Solido is allowed to send reminder emails. By default, working days are set to Monday through Friday. You can customise this to match your business schedule.

How Working Days Affect Email Scheduling

Working days play an important role in how Solido calculates reminder timing. When a reminder is due to be sent based on your rules, Solido checks whether the scheduled date falls on a working day. If the date falls on a non-working day, the email is automatically held and sent on the next available working day instead. This prevents reminder emails from being delivered on weekends or holidays when they are less likely to be seen or actioned.

For example, if a reminder is calculated to send on a Saturday but your working days are Monday to Friday, the email will be held until Monday morning. This ensures your reminders land in inboxes at times when your customers are most likely to respond.

Saving Your Changes

After making any changes to your workspace settings, click the Save button at the bottom of the page. Changes take effect immediately and apply to all future scheduled emails. Existing scheduled emails that have already been queued will not be affected by setting changes. Only newly generated emails will use the updated configuration.