This is where you'll make Socket truly yours by customising it to fit your needs. Navigate to "Practice Settings" from the left-hand side bar.

Practice Name & Principal

Enter your practice name and select the practice principal from the drop-down menu. If the principal isn’t listed, you can add them by going to "Manage Team."

Additional Details

Provide essential details such as the data protection officer, complaints officer, and insurance information. These details are crucial for your engagement letters and regulatory compliance.

Governing Region & Professional Body

Specify your governing region and professional body to ensure your engagement letters are compliant with local regulations. This helps automatically populate certain legal requirements.

After entering all necessary details, click “Save Changes” at the bottom of the page to ensure all your updates are saved.

Invite Team Members

Go to "Manage Team" to see current team members and their roles. Click "Invite New Team Member" to add colleagues by entering their email addresses and assigning roles.

Role options are:

Apprentice (can draft but not send proposals)

Member (basic access)

Admin (management permissions)

Owner (full access)

You can also add a team member without assigning them a role, this could be useful in a scenario where for example you might want to name the Client Manager on the proposal, but not grant them access to Socket.

Team member invites expire after a week, so you'll need to re-invite them before they can access Socket.

Xero Integration: Follow the prompts to connect Socket with your Xero account. This will make billing and invoicing a breeze. Just make sure your Xero account is connected and ready to go.

Dext Precision: Sync transaction data from Dext Precision to use as pricing drivers.

GoCardless: Add your Direct Debit mandate link here, so clients can add their account details for payment collection.

Karbon: Sync clients and contacts between Socket and Karbon.

Zapier: Create Zaps when a proposal is ‘won’ so you can connect Socket with your other software.

See our Billing guide.

Brand Color

Select a brand colour that best represents your practice. This colour will be used in the proposal approval process. You can enter a HEX colour code or use the colour picker to select your desired colour. You’ll need to select a colour that is dark enough for white text to be readable and accessible.

Upload Logos

Upload a PNG logo file for your proposals and emails. This logo will be the primary representation of your brand in all PDF documents. The client facing approval views use the dark background logo/icon (see below).

Light Background Logo

This logo appears in proposal PDFs and in any emails Socket may send on your behalf. A transparent background works best for this logo.

Dark Background Logo

This logo is displayed in the web version of proposals, on top of your brand colour. Upload a light-coloured or white logo for use on dark backgrounds. This ensures your logo is visible and clear in all contexts.

Icon for Dark Background (optional)

This icon is displayed in the web version of proposals on small screens, on top of your brand colour. Think of this as your Mobile-Friendly Icon.

Title Page Image (optional)

This image will appear on the title page of your proposal PDFs. If set, this image replaces the logo on the top half of the title page in the PDF version of proposals. This is also optional and if not supplied, the Light Background Logo will be used in the title page of the PDFs.

Custom URL

After a client approves a proposal, you can redirect them to a custom webpage. This could be a thank you page, onboarding form, or any other URL that provides the next steps or additional information. You can configure different URLs for new clients (eg onboarding) and existing clients (eg confirmation page).

Engagement Letter Defaults

Choose which engagement letter template to use by default for new proposals. This streamlines the proposal creation process meaning you don't have to select one each time.

Service Detail Transparency

Decide how much detail to show clients regarding service pricing. Options include:

Detailed - Show service titles and all driver details. This provides full transparency and helps clients understand how their fees are calculated.

Titles Only - Show only the service titles for a cleaner look without overwhelming the client with too much detail.

By section - Group services into sections without individual service details. This simplifies the presentation and is ideal if you prefer a more summarised approach.

Price Display Options

Choose whether to show prices for each service in the proposal. You can also opt to display a final fee summary only. This gives you flexibility in how you present pricing to clients.

Show Discounts

Decide whether to display any applied discounts to the client. Transparency on discounts can build trust and highlight the value you’re offering.

Rounding Options

Set whether to round prices to whole numbers or display them with two decimal places. This setting ensures consistency across all proposals and invoices. For example, you can choose to round £99.99 to £100.

Customise the introduction message for all proposals. Insert dynamic "tags" to personalise messages with placeholders such as [client_name] or [client_manager_name] and many more.

For example, "Hi [contact_first_name], welcome to your proposal."

Content can also be edited for the following areas;

Minor Proposal Change - Introduction

Prospect - Proposal Approved

Existing Client - Proposal Approved

Proposal PDF - Footer Text

Upload a Brochure

Embed a promotional PDF within the proposal approval process. This could be a marketing brochure or an introduction to your services. For example, "Learn more about our services and how we can help your business succeed."

Team Email Address

Enter an email address (or multiple, separated by commas) to receive notifications about proposal approvals and other important events. Ensure the right people are kept in the loop. For example, "[email protected], [email protected]."

Add in hourly rates for different roles within the business, if you have some services that are charged by the hour. Hourly rates come into play when building out your services pricing. You can add “Hourly Rate” as a driver, and select the rate to use for that driver, for that service.

Click the star icon on the right to select a default rate. For rates that are no longer needed press the bin icon and view them by using the toggle “Show Inactive Rates”.

Manage, create and delete client recommendations or testimonials here. You can chose to add these to every proposal by default by ticking the box on the line, or pick them at the point of proposal creation.

Press the bin icon on the right side to delete any as needed. You can also get to this page directly from the Proposal creation screen.