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Account Settings Overview

Use this guide to learn where your main account settings live in Patch and what each section is used for. Account Settings control your business information, users, branding, email setup, SMS setup, integrations, billing, templates, and other tools your team may use inside Patch.

In this article:

How to open Account Settings

  1. Log in to Patch.
  2. From the Dashboard, go to the green circle with your initials in it.
  3. Click the drop-down arrow.
  4. Select Account Settings.
  5. A new Account Settings page will open.

What you can manage in Account Settings

Account Settings is where you manage the core setup for your Patch account. Some settings apply to your business as a whole. Other settings control how your team sends messages, stores contacts, uses templates, or connects Patch to another system.

The settings you see may depend on your account type, integrations, and enabled features.

Account Details

Use Account Details to manage your business information in Patch.

This may include details like:

  • Business name
  • Address
  • Phone number
  • Website
  • Logo
  • Brand colors
  • Other account-level details

This information may be used in emails, forms, footers, and other places in Patch. Keeping this section updated helps your messages stay accurate and on-brand.

Users and access

Use the user access area in Account Details to add or manage team members who need to log in to Patch.

You can use this section to:

  • Add new users
  • Remove users who no longer need access
  • Choose each user’s access level
  • Give limited access to team members who only need specific tools

For example, front desk staff may only need access to Messenger so they can respond to customer replies without having full account access.

When a new user is added, they receive an email to finish setting up their login.

API Access

Use API Access when your team or a technical partner needs API credentials for a supported Patch setup.

Most users do not need to manage this section during day-to-day use. Only update API settings if you have been instructed to do so by Patch Support or your technical team.

Billing

Use Billing to review billing-related account information.

Depending on your account setup, this area may include:

  • Payment information
  • Plan details
  • Invoices
  • Billing contact information

Email Settings

Use Email Settings to manage how emails are sent from Patch.

This may include:

  • Sending domain
  • Sending name
  • Reply handling
  • Forwarding options
  • Email authentication settings

Customer replies to Patch emails are usually routed into Messenger so your team can keep the conversation history in one place.

Email Snippets

Use Email Snippets to manage reusable email content, such as default headers and footers.

Snippets help your team keep email content consistent. They may also use smart text, which automatically fills in details from your Account Details section.

For example, if your business phone number changes, updating it in Account Details may update places where that smart text is used.

SMS Settings

Use SMS Settings to review the text messaging setup for your account.

This may include:

  • SMS sending name
  • Assigned phone number
  • SMS account status
  • Compliance-related settings

Do not change SMS settings unless you know what the change will affect or Patch Support has asked you to update them.

Message Usage

Use Message Usage to see how many messages your account has sent during the current billing cycle.

This section is helpful for tracking SMS usage because outbound text messages may have usage-based costs. Email sending is typically handled separately from SMS usage.

Personal Profile

Use Personal Profile to manage your own user profile.

This section is for your individual login, not the whole business account. You may be able to update details like your name, email, or password settings.

Dashboard Settings

Use Dashboard Settings to manage dashboard-related preferences when available.

This may affect what your team sees when they first log in or how account-level dashboard tools are displayed.

Fields

Use Fields to manage the contact fields available in Patch.

Fields are used to store information about your contacts, such as:

  • First name
  • Last name
  • Email
  • Phone number
  • Birthday
  • Membership details
  • Integration data
  • Custom contact details

If your Patch account is connected to another system, some fields may sync from that system into Patch.

Groups

Use Groups to organize contacts manually.

Groups are useful when you want to create a fixed list of contacts. Unlike segments, groups do not automatically update unless someone adds or removes contacts.

Imports

Use Imports to upload contacts into Patch from a CSV file.

You may use Imports if you have contacts from another system, event list, marketing list, or offline source.

If your account is connected to an integration, many contacts may already sync into Patch automatically. In that case, use imports only when you need to add contacts from another source.

File Manager

Use File Manager to store and reuse files in Patch.

This may include:

  • Images
  • Logos
  • Flyers
  • Email graphics
  • Other uploaded assets

Files uploaded while building emails, forms, or other content may also be stored here so they can be reused later.

Templates

Use Templates to find and manage reusable email and SMS templates.

Templates help your team send messages faster and keep messaging consistent.

You may see:

  • Patch templates
  • Templates created by your team
  • Email templates
  • SMS templates
  • Templates used in Blasts or Automations

Web Push Notifications

Use Web Push Notifications to manage browser notifications for Patch.

This can help your team see when customers reply in Messenger, depending on your browser and device settings.

Integrations

Use Integrations to manage connected systems that send data into Patch.

Your integration settings may vary based on the software your business uses. Integrations may sync data such as:

  • Contacts
  • Orders
  • Check-ins
  • Memberships
  • Bookings
  • Products
  • Events

Only update integration settings if you are sure what the setting controls or Patch Support has asked you to make the change.

 

Best practices for new users

Before sending messages in Patch, review these settings:

  1. Confirm your Account Details are correct.
  2. Make sure your logo and brand colors look right.
  3. Check that your Email Settings are correct.
  4. Review your SMS Settings if you plan to send texts.
  5. Add the right team members under Users and access.
  6. Confirm your Integration is connected, if your account uses one.
  7. Review available Templates before creating a new message from scratch.

 

When to contact Patch Support

Contact Patch Support if:

  • You do not see a setting you expected to see
  • Your integration is not syncing data
  • You need help adding users
  • Your email or SMS setup looks incorrect
  • You are unsure before changing a setting
  • You need help with billing, templates, fields, or imports

Customer Support

If you need help or need assistance determining next steps, please contact our Customer Support team by phone 888.605.4429 or email success@patchretention.com.