This article is a quick guide to help you get your user preferences set up as you get started with Chime. The preferences include your time zone, working hours, email name, additional emails, and notifications.
Once logged into Chime, click on Settings > User > Preferences:
First, select your Time Zone from the drop-down menu. This is very important to have set up correctly as it applies to lead routing, etc.:
Next, determine whether you need to customize your working hours. These are related to lead routing as well so it is important to understand how this works. Details can be found in the following article: Working Hours & Vacation Mode.
Check to make sure the "Email Name" is set correctly. This name will appear as the email sender for emails that are sent via Chime (Smart Plans, Welcome Emails, Property Alerts).
Add any "Additional Emails." You can find more information here, but basically the emails you add in this field will also receive new lead alerts that would normally only be sent to your account email:
Finally, click over to the "Notifications" tab and edit the notifications depending on what you would like to receive. You might not be familiar with these notifications yet, so make note that you can come back to this section and adjust things in the future as needed. Also, be aware that the Mobile App also has important notification settings that you will want to be familiar with: How To Setup Chime Notifications on Your Mobile Phone.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.