VoyjHelp Centre

Settings

Updated 8 September 2026

Open Settings

  1. Click Settings in the sidebar. The default page is the settings overview.
  2. Pick a sub-page in the nested sidebar on the left.
Voyj Settings landing page showing the nested sidebar with Account, Organisation and Integrations groups.
Settings landing page. The nested sidebar groups everything for you.

Profile

  1. Click Profile. Update your name, email and avatar.
  2. Save. Changes take effect immediately.
Voyj Profile settings with avatar uploader, name fields and email address.
The Profile page. Avatar uploads use the local MinIO server.

Profile field reference

Avatar
Square image, JPG or PNG, recommended 256×256 pixels. Appears in messages, comments and the dashboard.
First name *
Used in greeting lines and signatures.
Last name *
Used in greetings and the sidebar.
Email *
Primary email address. Used for sign-in, system notifications and outbound email.
Phone
Mobile number. Shown on your signature if you enable it.
Timezone
Default timezone for the coach. Override per session if needed.

Organisation

  1. Click Organisation. Update trading name, ABN, address, phone, default payment terms and tax jurisdiction.
  2. Save. The defaults flow into every new invoice.
Voyj Organisation settings with ABN, address and Australian fields.
Organisation settings. Currency is set to AUD and tax jurisdiction to AU.

Organisation field reference

Company name *
Legal name. Shown on invoices and contracts.
Trading name
Day-to-day name. Shown in the sidebar and quotes.
Company number
ABN for an Australian organisation, or the equivalent overseas identifier.
Address
Registered address. Used as the default on invoices.
Country *
Sets the default tax jurisdiction. Choose Australia for AUD + GST.
Currency
Three-letter ISO code. AUD by default for Australian organisations.
Tax jurisdiction
AU, NZ, UK, EU or US. Determines the default tax codes on invoices.
Default payment term
Net 7, Net 14, Net 30 or Due on receipt. Inherited by every new invoice unless overridden.
Timezone
Default timezone for the organisation. Australian Eastern, Central or Western time are common.

Branding

  1. Click Branding. Upload your primary logo, alternate logo and pick a colour theme.
  2. Preview the theme at the top of the page before saving.
Voyj Branding settings showing logo upload slots and colour theme picker.
Branding. Changes apply to the client portal and emails.

Accounting

  1. Click Accounting. Six tabs: Services, Bundles, Tax codes, Payment terms, Payments and Invoice settings.
  2. Manage each tab by adding, editing or archiving items. The defaults are already seeded.
Voyj Accounting page showing the Services, Bundles, Tax codes, Payment terms, Payments and Invoice settings tabs.
Accounting. The default Australian tax codes (GST, GST-FREE, EXEMPT) are visible on the Tax codes tab.
Voyj Accounting tax codes tab with GST, GST-FREE and EXEMPT rows.
The Tax codes tab. GST is the standard 10% rate for Australian sales.
Voyj Accounting payment terms tab with Due on receipt, Net 7, Net 14 and Net 30 rows.
The Payment terms tab. Add a new term with the + New payment term button.

Service field reference

Name *
What the service is. Shown on invoices and the case wizard.
Description
Free-form description. Shown on quotes and the case wizard.
Rate (cents) *
Default rate per unit. Cents, not dollars — 18000 for $180.
Billing unit
Session (default) or Hour. Sessions are typically 60 minutes; hours are useful for blocks of work.
Tax code
Default tax code on this service's line items.
Active
Off to retire the service. Retired services still appear on historical invoices but are hidden from the case wizard and the invoice composer.

Bundle field reference

Name *
Bundle name. Shown on the case wizard and the invoice composer.
Services
List of services in the bundle, with quantities. A 6-session coaching package might list 1:1 Coaching Session with a quantity of 6.
Rate (cents)
Bundle rate. Optional — leave blank to inherit from the line items.
Session count
Total number of sessions the bundle covers. Used by the bundle-allocation UI.

Email integration

  1. Click Email integration. Connect Gmail, Outlook or IMAP.
  2. Toggle sync options. Choose what to sync and how often.
Voyj Email integration settings with provider picker and sync options.
Email integration.

Calendar integration

  1. Click Calendar integration. Connect Google Calendar, Outlook or Office 365.
  2. Pick the calendars you want to sync and the timezone.
Voyj Calendar integration page listing connected Google and internal calendars.
Calendar integration. The internal calendar is always available even without an external connection.

Organisation users

  1. Click Organisation users. See every coach on your team, their role and status.
  2. Invite a new user with + Invite. Pick their role (Admin, Supervisor or Coach) before sending the invitation.
Voyj Organisation users page listing coaches with role chips and status indicators.
Organisation users.

Role reference

Admin
Full access. Manages billing, integrations and the user list. Can also do everything a supervisor or coach can do.
Supervisor
Read-only access to every contact, case and invoice. Can manage the user list and reassign records. Cannot update other users' cases.
Coach
Owns a portfolio of contacts and cases. Can see and edit only the records they own (plus shared records).

Values

  1. Click Values. Five sub-tabs: Tags, Contact sources, Contact stages, Case close reasons, Session close reasons.
  2. Add or edit items to match how your team classifies work.
Voyj Values settings page with sub-tabs for tags, contact sources, contact stages and close reasons.
Values. The default pipeline stages (Lead, Prospect, Active, Inactive, Archived) appear on the Contact stages tab.

Security

  1. Click Security. Change your password, enable MFA, view active sessions.
Voyj Security settings with change password, MFA setup and active sessions panels.
Security. TOTP-based MFA can be set up here.

Security field reference

Current password *
Required when changing your password.
New password *
At least 12 characters. Mix upper, lower, number and symbol for a strong score.
Two-factor authentication
Toggle on to enable TOTP. Scan the QR code with an authenticator app (1Password, Authy, Google Authenticator).
Active sessions
List of every browser and device that is signed in to your account. Click Sign out on a row to end that session.

Preferences

  1. Click Preferences. Two tabs: User and Organisation.
  2. Set defaults like the dashboard refresh interval, the language and the time format.
Voyj Preferences page showing user and organisation preference sections.
Preferences.

Settings sub-sections

Every section in the Settings sidebar has its own page in this guide, with the screenshot and a field reference where the section includes a form.