Chapter 3.7

Settings, branding & billing

Business details, your logo and colors, training pace and preferences, and your plan.

Open Settings in the sidebar. Most settings can only be changed by the Business Owner. Team Leaders can see them.

Business details & branding

Set your business name, upload a logo, and choose primary and secondary brand colors. HoanIt uses your branding throughout the dashboard your team sees.

Training pace

Set how many lessons per week (0–14) employees should complete. Reminders and expected progress are based on this.

Training preferences

PreferenceWhat it does
Auto-issue certificatesIssues a certificate when someone completes a training.
Team Leaders can create trainingsLets Team Leaders create and edit trainings, not just owners.
Enforce minimum role-play scoresLearners must reach the module's minimum score to pass.
Show customer folderShows the assigned character's folder during role plays.
Email on assignment / completion / overdueSends email alerts at each of those moments.

Billing

The HoanIt Plan is $89 per seat per month, and your first seat is free. Adding a member adds a seat. Charges for members who join partway through a billing period are prorated. Owners can see the current plan, invoices and payment method under Settings → Billing.