> ## Documentation Index
> Fetch the complete documentation index at: https://breederbuddy.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Settings

> Manage your BreederBuddy account in Settings: change your profile name, change your kennel name, upload your logo for emails and the buyer portal, set email button and buyer portal colors, add a second Admin, remember page filters, preferred currency for sale prices, change your plan, update your card and download subscription receipts, invite team members and helpers, switch between dogs and cats (BreederBuddy supports cats and catteries), manage your breed list and default breed, set time zone and currency, customize your dashboard, hide calendar birthdays, rename your kennel, or delete your account.

# Account Settings

> **Video walkthrough:** [Watch on Loom](#) *(link coming soon)*

***

The [**Settings**](https://app.breederbuddy.com/settings) page is home base for your account: your profile, your team, your subscription, and the preferences that shape how BreederBuddy works for your program. This page covers the account questions we hear most often.

***

## What You Can Do Here

* Update your name and phone number under **My Profile**
* Invite additional users to your account under **User Administration**
* Control what secondary users can and can't see
* Manage the breed list that powers your breed dropdowns
* Set a **Default Breed** so new dog profiles prefill automatically
* Set your time zone, preferred currency, business address, and registration field labels
* Choose which sections show on your Dashboard
* Hide birthdays (and other event types) on your Calendar
* Delete your account

***

## How It Works

To open Settings, click your **profile picture in the top-right corner** and choose **Settings**, or click **Settings** at the bottom of the left menu under **Configuration**. Settings is organized into groups — **Account** (My Profile, Two-Factor Auth, Subscription), **Payment Processing** (Stripe, Other Payment Methods), **Team** (User Administration, Co-owners, Usage Limits), **Customize** (Branding & Colors, Preferences), and **Developer / Website** (Public API) — each with its own tabs.

### Your Subscription, Plan, and Receipts

Open [**Settings → Subscription**](https://app.breederbuddy.com/settings?tab=subscription) (under the **Account** group):

* **Your plan** is shown in the **Current plan** card — Trial, Standard, Pro, or Signature — with an upgrade button and a **Compare plans** link if you want to see what's included.
* **Billing, receipts, and card changes** all live behind the **Stripe billing portal →** button in the **Manage your billing** box at the top of the page. It opens your secure billing page where you can update your card, download every past invoice/receipt for your BreederBuddy subscription, and change or cancel your plan. (Receipts for your own subscription are only there — the **Invoices** page in the app is for invoices you send your buyers.)
* There's also a **Referral Program** section with your personal referral link (you and the breeder you refer each get \$5/month off), and a **Have a Promo Code?** box.

### Switching Your Program Between Dogs and Cats

You can switch the species wording for your whole program yourself:

1. Open [**Settings → Preferences**](https://app.breederbuddy.com/settings?tab=preferences) (under **Customize**).
2. In the **Species** section, pick **Dog** or **Cat**.
3. Confirm in the **Confirm species change** window — tick the acknowledgment and click **Yes, change species**.

Everything in the app switches vocabulary (litters become litters of kittens, Whelping Watch becomes Queening Watch, and so on). One program can't mix both species at once — if you breed dogs and cats, reach out through the support chat to talk through options.

### Changing Your Kennel / Breeding Program Name

Your kennel name (shown at the top of Settings and used on invoices, contracts, and emails) is set when you first join BreederBuddy, in the **Breeding Program Name** field of the welcome setup.

There isn't currently a field in Settings to rename it yourself afterward. If you need your kennel, company, or organization name changed, just send us a message through the chat in the bottom right corner — we'll update it for you right away.

You *can* change these yourself:

* **The kennel name on your website:** click [**My Website**](https://app.breederbuddy.com/website/builder) in the left menu, open the **Brand** tab, and edit **Kennel name**. This changes your website only.
* **Your kennel's logo:** at the top of the **Settings** page, click the camera button on the profile picture to upload a new one. This logo appears at the top of your buyer portal and in the emails BreederBuddy sends your buyers.

### Changing Your Name

Your own first and last name (the name shown in the **top right** corner) is separate from your kennel name.

1. Open [**Settings → My Profile**](https://app.breederbuddy.com/settings?tab=my%20profile).
2. Change **First Name** or **Last Name**. (**Phone Number** is required too.)
3. Click **Save**. You'll see "Profile updated."

Your sign-in email can't be changed here. See [Login & Account Access](https://breederbuddy.com/docs/troubleshooting/login-and-account-access.md) for how to change it.

### Branding Colors for Your Buyer Portal and Emails

1. Open [**Settings → Branding & Colors**](https://app.breederbuddy.com/settings?tab=branding%20%26%20colors) (under **Customize**).
2. Under **Buyer Portal Theme**, pick the **Banner & Active Tab Color** and **Banner & Active Tab Text** color. The preview shows how your buyer portal will look.
3. Under **Email Button Colors**, pick the **Button Background** and **Button Text** colors. These apply to the buttons in every email BreederBuddy sends for you, like **Pay Now**.
4. Save each section. You'll see "Updated buyer portal colors." or "Updated email button colors."

### Adding Team Members (Additional Users)

Yes — you can share your account with helpers or family members.

1. Open [**Settings → User Administration**](https://app.breederbuddy.com/settings?tab=user%20administration) (under the **Team** group).
2. Click **Invite User**.
3. Enter their email in the **User Email** field and send the invite. They'll receive an invite email.
4. The invite is valid for **24 hours**. Make sure the person is logged out of BreederBuddy on the device they'll use to accept it.
5. Their invite appears under **Pending & Past Invites**, where you can **Revoke** it anytime before it's accepted.

There are two roles: **Admin** and **Secondary user**. Secondary users can help manage your account but can't access financial areas by default. In the **User Roles** section, admins can adjust this with three toggles:

* **Hide invoice totals from secondary users**
* **Allow secondary users to access Income Report**
* **Allow secondary users to open Stripe Dashboard**

You can change a user's role with the dropdown next to their name, or remove a secondary user with the trash button. The primary user can't be removed.

### Where Breed Options Come From

The **Breed** dropdown you see when adding a dog is *your own saved breed list* — not a fixed master list. You control it:

1. When adding or editing a dog, click **Manage Breeds** next to the **Breed** field.
2. In the **Manage Breeds** window, type a breed into **Add a new breed** and click **Add Breed**.
3. The new breed is now available in the dropdown for every dog.
4. To remove one, click **Delete** next to it. This clears the breed on any dogs currently set to it.

Breeds you entered during your welcome setup were added to this list automatically. You can also set a **Default Breed** under **Settings → Preferences** (in the **Customize** group) so new dog and pedigree forms prefill it for you.

### Other Preferences

**Settings → Preferences** also holds:

* **Time Zone** and **Preferred Currency** for your account. **Preferred Currency** sets the default currency for new invoices, deposits, and payment checkouts, and dog **Sale Price** fields show it in their label (for example, **Sale Price (USD)**). BreederBuddy doesn't convert amounts, so check prices you've already entered after changing it.
* **Registration Field Labels** — rename the two registration number fields to match your registries
* **Business Address**
* **Go-home age** — how many weeks after birth your puppies usually go home. It estimates every litter's go-home date until you set one on the litter
* **When a puppy gets a buyer** — whether BreederBuddy asks before marking a puppy **Reserved** when you set its owner (**Ask me each time**, the default) or does it on its own (**Mark it Reserved automatically**). The ask has a checkbox that flips this for you
* **Workspace behavior** — turn on **Remember page filters** to keep your search, filters, sorting, and view when you come back to pages like Dogs, Contacts, Litters, and reports
* **Dog display** — turn on **Call name first** to show call names before registered names
* **Health estimates** — an optional spay/neuter estimate
* **Waitlist deposit deadlines** — how long buyers have to pay a deposit, reminders, and what happens when a deadline passes

### Customizing the Dashboard

You can choose which sections appear on your Dashboard:

1. Click **Dashboard** at the top of the left menu.
2. Click the sliders icon at the top of the page (it says **Manage dashboard sections** when you hover over it).
3. In the **Manage Dashboard** window, tick the sections you want to see and untick the ones you don't — including **Buddy (AI assistant)** and **Show onboarding checklist**.
4. Click **Save changes**. Your Dashboard updates right away.

The order of the sections is fixed. See [Your Dashboard](https://breederbuddy.com/docs/getting-started/dashboard.md) for details on each section.

### Hiding Birthdays on the Calendar

1. Go to [**Calendar**](https://app.breederbuddy.com/calendar) in the left menu.
2. Find the filter panel beside the calendar. On a phone or small screen, tap **Filters** to open it.
3. Untick **Birthdays**. Birthdays disappear from the calendar.
4. This preference is saved to your account, so birthdays stay hidden until you tick it again.

In the same panel you can untick other event types (like **Heat Cycles**, **Medical & Care Tasks**, or **Finances**) to hide them on this device, and click **Show all** to bring everything back.

### Deleting Your Account

1. Open [**Settings → My Profile**](https://app.breederbuddy.com/settings?tab=my%20profile).
2. Scroll down to the **Delete account** section and click **Delete my account**.
3. Read the warning. If you only want to stop paying, close the window and cancel your subscription from **Settings → Subscription** instead — your data stays safe.
4. To go ahead, type **DELETE** in the box and confirm.

This can't be undone. If you're the account owner, it cancels your subscription, takes your public website offline, and removes every login; your records are locked, and you can email [support@breederbuddy.com](mailto:support@breederbuddy.com) if you also want them permanently erased. If you're a team member, it only removes your own login — the account and its records aren't affected.

***

## Key Terms

| Term | What It Means |
| - | - |
| Admin | A user with full control of the account, including financial areas |
| Secondary user | An invited helper with limited permissions (no Stripe Dashboard or Income Report access unless you allow it) |
| Default Breed | The breed BreederBuddy prefills on new dog and pedigree forms |

***

## Tips & Common Questions

> **Can I rename my kennel myself?**
>
> Not yet — the name is set during your initial setup. Message us in the chat and we'll change it for you.

> **Where do I find receipts for my BreederBuddy subscription?**
>
> **Settings → Subscription → Stripe billing portal**. Every payment you've made for your subscription is there to view or download. The **Invoices** page in the left menu is different — that's for invoices you send your buyers.

> **How much does BreederBuddy cost?**
>
> Current prices for each plan are shown on [**Settings → Subscription**](https://app.breederbuddy.com/settings?tab=subscription), with a full side-by-side on the **Compare plans** page. See [Subscription & Billing](https://breederbuddy.com/docs/features/account-team/subscription-billing.md) for how trials, upgrades, and annual billing work.

> **Can my account have two owners or two Admins?**
>
> Yes. Invite the second person from **Settings → User Administration**. Once they've joined, pick **Admin** in the dropdown next to their name. Admins have full control, including billing and financial areas. You can't change your own role, so another Admin has to do that for you.

> **Can I add team members or change settings from my phone?**
>
> Yes. Tap your round picture in the **top right**, then **Settings**. Every tab, including **User Administration**, works the same on a phone.

> **Does BreederBuddy work for cats?**
>
> Yes. Switch your program to cats in **Settings → Preferences** under **Species**, and the whole app uses cat wording (Cats, Kittens, Cattery, Queening Watch).

> **My invite link expired — what now?**
>
> Invites expire after 24 hours for security. Just send a fresh one from **User Administration** — click **Invite User** again with the same email.

> **Can a secondary user see my income?**
>
> Not by default. Secondary users can't open the Stripe Dashboard or Income Report unless you switch those on in the **User Roles** toggles, and you can also hide invoice totals from them.

***

## Still Have Questions?

We're here to help. If something isn't working the way you expect, or you'd like to have a discussion around a certain topic, please reach out to us anytime through the chat in the bottom right corner of your screen.

Thank you.


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