Account & Team
Account SettingsConfigure your organization name, timezone, language, logo, and other workspace-level settings.
Team ManagementInvite team members, assign roles, manage permissions, and remove users from your DreamFlow workspace.
Roles and PermissionsUnderstand the role hierarchy in DreamFlow — Owner, Admin, Manager, and Member — and exactly what each role can do.
Notification PreferencesControl how and when you receive notifications — email, in-app, and per-feature toggles.
Communication Setup
Email Sending Domain SetupVerify your sending domain with SPF, DKIM, and DMARC records so your emails land in inboxes — not spam folders.
Phone and SMS SetupProvision a phone number for calling and SMS messaging directly from DreamFlow. Choose your area code and start communicating.
Number PortingTransfer your existing business phone number to DreamFlow. Learn about the porting process, timeline, and what to expect.
Email ConnectionsConnect your Gmail or Outlook account to send and receive emails directly from DreamFlow.
Data & Security
Integrations OverviewConnect DreamFlow to your favorite tools — Gmail, Outlook, Google Calendar, Stripe, and more.
Data ExportExport your contacts, deals, and other data from DreamFlow as CSV or JSON files.
Calendar SettingsConnect Google Calendar for two-way sync, configure booking page defaults, and manage appointment settings.
Security SettingsManage password resets, active sessions, and two-factor authentication for your DreamFlow account.
Have a question not covered here?