Profile
How the Profile page works, what you can change there, and which actions are personal versus business-wide.
Open My Profile from the menu under your picture or initials at the top right (on a phone, it is below the main menu) when you need to change your own account details or the way Work Planner looks for you. This is a personal page, not a business settings screen, so there is no business selector at the top.
Profile Information
- Name: This is your visible account name. It is the part you can update from this page.
- Email address: This is your login email. It is shown for reference but the field is disabled here, so this page does not change your sign-in email address.
- Save: The save button only applies to the profile-information card. If you have changed your name, this commits that update.
Appearance Settings
- Light: Keeps the app in the light colour scheme.
- Dark: Forces the dark colour scheme for this browser.
- System: Follows your device or browser theme automatically.
- Who it affects: Appearance is stored on the browser you are using, so it changes your own view of Work Planner without changing other team members, customer-facing documents, or website styling.
Directions
- Navigation app: The app that opens when you tap Navigate on a worksheet job or quote: Google Maps, Apple Maps or Waze. Apple Maps is not offered on Android phones.
- Ask me the first time I tap Navigate: Leaves the choice open, so Work Planner asks the next time you tap Navigate and remembers your answer.
- Who it affects: The choice belongs to you, so it applies on every device and in every business you work in. It saves as soon as you change it.
My Time Off
When you work in a business with a team, the My time off card is where you ask for time off and see what's booked, in every business you work for. You can also open it from My time off in the menu under your picture or initials.
- Request time off: opens the popup for asking. Choose holiday, sick or other, the days, and a half day if you need one. Holiday and other wait for approval; being off sick is booked straight away, and the people who manage time off are told. See Booking Time Off.
- Your working days: the days you work in each business, and its next bank holiday.
- Coming up: time off that's booked or waiting for approval, with its status. Cancel shows while you're still allowed to: while it's waiting, or once it's approved until it starts.
- Past and declined (last 90 days): folded away underneath. Click any of your time off to see its details, including the reason when a request was declined.
Location Sharing
If a business you work for has location sharing on, the Location sharing card has a switch for each one. Turning one off stops your phone sharing with that business and deletes the locations it has kept for you. See Sharing Your Location With Your Business.
Notifications
The Notifications section controls what Work Planner tells you about when the app is closed, and when it stays quiet. You can switch off each type of notification on its own, set quiet hours so nothing disturbs you overnight, and turn notifications on for the phone or browser you are using.
These choices follow you rather than one business, so they apply everywhere you work. See Notification Settings for the full detail.
Passkeys
The Manage passkeys button takes you to the separate passkeys page. That is where you add or remove passwordless sign-in methods such as Face ID, Touch ID, Windows Hello, or a hardware security key.
Two-Factor Authentication
Next to Two-factor authentication, the button says Set up while it is off and Manage once it is on. It opens the two-factor authentication page, where you can make signing in with your password also need a code from an authenticator app on your phone.
Reset Business Data
- Who sees it: This section only appears when you are the owner of at least one currently selected business.
- Business: If you own more than one selected business, choose the one you want to reset before opening either reset popup.
- Reset job data: Removes live running data such as customers, jobs, quotes, invoices, worksheets, recurring transactions, services, payment methods, equipment, vehicles, notes, message history, notifications, quote requests from your website, and every team location the business has kept, while leaving broader business setup in place. Everything an import brought in goes too, so you can import your data, take a look, and start again.
- Reset all business data: Resets the business back to a fresh shell and also removes wider setup such as organisation settings, website data, quote forms, automations, integrations, templates, invitations, and team access for other users. Everyone's location sharing answer goes back to not asked. Your billing and the record of what you have sent to HMRC are kept.
- Business name confirmation: The reset popup will not continue until you type the exact business name shown on screen.
- Provider-side services: Resetting local data does not cancel provider-side subscriptions or mandates for you. Those still need to be cancelled separately in the provider itself.
Delete Account
The Delete account action opens a confirmation popup and permanently removes your account. Once confirmed, you are signed out and returned to the public side of the site. This is much broader than resetting one business, because it removes your user account rather than just tenant data.
Related articles
- Settings Overview: Where the business's settings are, which are kept apart from your own profile.
- Passkeys: The next step if you want to manage passwordless sign-in.
- Two-Factor Authentication: Ask for a code from your authenticator app as well as your password when you sign in.
- SMS Settings: Another settings page that matters when you are working on personal communication setup and daily usage.
- Notification Settings: The full detail on notification types, quiet hours, and enabling notifications on a device.
- Navigating to Worksheet Jobs: How the navigation app you choose here is used on worksheets.
- Booking Time Off: The time off popup, field by field.