Set your Defaults

Configure default pricing and notification settings for new clients.

Overview

Client Defaults let you define baseline pricing and notification preferences that automatically apply to newly created clients. These settings can be customized later per client.

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Plan Defaults

Set default pricing for client plans.

• Pages/Credits per month
  Define how many credits a client receives monthly.
• Client Price (per credit)
  Set how much clients are charged per credit.
• Auto Top-Up Pages/Credits
  Automatically add credits when clients run low.
• Fax Numbers
  Monthly cost per fax number.
• Client Price (per number)
  Price charged to clients per number.
• Team Licenses
  Monthly cost per user license.
• Client Price (per license)
  Price charged per team member.
• Developer Tools
  Optional add-on for API/dev access.

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Notification Defaults

Set default notification preferences for new clients.

Outbound

• Fax sent by client
• Fax sent by others (shared access)

Inbound

• New fax received
• Fax received on shared number
• Transmission started notifications

Other

• OCR updates
• AI data extraction
• Marketing emails
• Folder notifications

FAQ

Do these settings affect existing clients?

No. Client Defaults only apply to newly created clients. Existing clients retain their current settings.

Can I override defaults for a specific client?

Yes. All pricing and notification settings can be customized at the individual client level.

What happens when credits run out?

If auto top-up is enabled, credits are automatically replenished. Otherwise, usage may be paused until more credits are added.

Should I enable all notifications by default?

Not recommended. Enable only critical notifications to avoid overwhelming clients.

What is Developer Tools used for?

It provides API and integration capabilities for clients who need advanced automation or custom workflows.