Your Own Account and Security

Perceny keeps three kinds of settings apart, and confusing them is the most common reason someone cannot find a switch:

• Business settings — how the shop runs. One per business.
• Membership preferences — how you work at that shop. One per person per business.
• Account settings — you, the human. One, forever, across every shop.

This page is the third. Reach it from Account Settings in the navigation, or Profile → Account Settings in the app. See Business settings vs personal preferences for the other two.

Profile informationCopy a link to this section

Your name, username, email and phone number. Three things follow from these being right:

• Your name is what clients see on their appointment, their reminder and their receipt.
• Your email is how you recover access.
• Your phone number is where SMS notifications reach you — and, if you are a stylist, potentially what a client sees.

PasswordCopy a link to this section

Password changes it. The advice is dull and it is still the advice: a long unique password, stored in a password manager, not the one you use for your email.

There is a specific reason to care more than usual here. Your Perceny login can reach money — payouts, refunds, the register, a client's saved cards. A shared or reused password on that account is a genuine financial risk, not a hygiene note.

Never share a login with a colleague. If someone needs access, invite them and give them a role. Everything Perceny records — who refunded, who discounted, who changed a permission — is recorded against the account that did it. A shared login makes the audit log useless exactly when you need it. See Add your team and The audit log and approvals.

EmailCopy a link to this section

Email changes your address, with verification. Change it before you lose access to the old one, not after.

Connected loginsCopy a link to this section

Sync Account links Google, Apple or Facebook to your Perceny account so you can sign in with them. Convenient, and it inherits whatever security those accounts have — so the two-factor authentication on your Google account effectively protects your Perceny login too, which is a good reason to use it.

Keep a password as well. If a provider link breaks, a password is how you get back in.

Payment methodsCopy a link to this section

Payment Methods holds the cards saved for you: what pays for your own credit purchases and anything else billed to you personally.

These are yours, not the business's, and not your clients'. Three separate places cards live in Perceny:

• Your cards — here.
• The business's card — with the subscription. See Your plan, add-ons and coupons.
• A client's card on file — on their client record, saved with their consent for their own bookings.

On an iPhone this tab may be hidden, because app store rules restrict payment entry inside the app. Use the web dashboard.

Bank accountCopy a link to this section

Bank Account is where money reaches you — the Stripe-backed setup for receiving payouts. Whether it appears, and whose account it is, depends on how your shop is arranged: a booth-rent stylist who takes their own card payments has their own; a commission stylist paid by the shop does not.

If card payments are not working for you, this is the first place to look. The app will say so directly: "Finish the bank account setup on the web app to enable card payments." See Payouts, fast payouts and your Perceny bill.

API tokensCopy a link to this section

API Tokens issues tokens for connecting Perceny to something else. Treat a token exactly like a password: it is credentials, it is scoped to a business, and anything holding it can act as you. See Connect Perceny to another system.

NotificationsCopy a link to this section

What Perceny sends you — appointment alerts, approval requests, incoming messages — is set per business in your membership preferences, not here, because you may want alerts from one shop and silence from another. See Edit a stylist and their preferences.

Deleting your accountCopy a link to this section

Delete Account exists, and you should understand what it is before using it:

• It deletes your user account, not the business.
• If you own a business, its data, its history and its team do not belong to your login. Hand the business over or close it properly first, and talk to us — an owner deleting their own account is not the way to close a shop.
• Leaving a job is not a reason to delete your account. Ask the shop to remove your membership; your account stays yours for your next one.

If you are locked outCopy a link to this section

1. Use password recovery with your email address.
2. If the email on file is one you no longer have, contact support from the address you do have, with enough detail to identify the business.
3. If you signed in with Google or Apple and that account is gone, recovering the provider account comes first.

Which is the practical argument for keeping your email current while you still can.