Update practice settings
update_practiceChanges what Clients see and how MTD Chase behaves for this practice: name shown to Clients, reply-to email, sign-off, phone shown on the Client's page, how many days before the HMRC deadline Clients are asked to send by (0–30, default 10; applies to Chases started afterwards), how many days after a deadline files are kept (30–365), daily summary email on/off, and the default checklist new Chases ask Clients for (1–8 items; running Chases keep theirs). Returns before → after. Use this when: the practitioner changes their details, the date clients are asked to send by, their default checklist, or retention.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| phone | No | UK phone number shown to Clients; empty clears it | |
| sign_off | No | ||
| ask_by_days | No | 0–30: days before the HMRC deadline that clients are asked to send by | |
| daily_summary | No | ||
| reply_to_email | No | ||
| retention_days | No | 30–365: days after the HMRC deadline that files are kept | |
| idempotency_key | No | Optional; reuse when retrying so the change happens once. | |
| default_checklist | No | 1–8 items, each up to 120 characters |