Company Settings

Configure your workspace to match your business needs. Set up branding, team permissions, and operational settings.

Accessing Settings

1. Click Settings in sidebar
2. Or click company name > Settings

General Settings

Company Information

Update business details:

• Company Name - Your business name
• Industry - Select your industry
• Website - Company website URL
• Description - Brief about your business

Contact Information

Set contact details:

• Business email
• Phone number
• Address

Brand Settings

Logo

Upload your logo:

1. Go to Brand section
2. Click Upload Logo
3. Select file (PNG recommended)
4. Adjust positioning
5. Save

Brand Colors

Set your color palette:

1. Click Add Color
2. Enter hex code or use picker
3. Name the color
4. Colors appear in Canvas Editor

Partner Logos

Add partner/client logos:

1. Go to Partner Logos
2. Upload logo files
3. Use in designs

Business Hours

Set Hours

Configure operating hours:

1. Select each day
2. Set open and close times
3. Mark closed days
4. Save schedule

Time Zone

Set your timezone:

1. Find Timezone setting
2. Select your zone
3. Affects scheduling and analytics

Notifications

Email Notifications

Configure what emails you receive:

• New leads
• Messages
• Booking confirmations
• Team activity
• Reports

In-App Notifications

Set notification preferences:

• Real-time alerts
• Daily digest
• Sound notifications

Integrations

Connected Services

View and manage:

• Facebook pages
• Ad accounts
• Other integrations

Add Integrations

1. Click Add Integration
2. Select service
3. Authenticate
4. Configure settings

Billing

Subscription

View your plan:

• Current plan details
• Usage limits
• Renewal date

Upgrade/Downgrade

1. Go to Subscription
2. View plan options
3. Select new plan
4. Confirm change

Payment Methods

Manage payments:

• Add new card
• Update existing
• View invoices
• Download receipts

Security

Password

Change your password:

1. Go to Security
2. Enter current password
3. Enter new password
4. Confirm change

Two-Factor Authentication

Enable 2FA:

1. Click Enable 2FA
2. Scan QR code
3. Enter verification
4. Save backup codes

Sessions

View active sessions:

• See logged-in devices
• Revoke suspicious sessions

Data & Privacy

Export Data

Download your data:

1. Go to Data section
2. Click Export
3. Select data types
4. Download package

Delete Company

Permanently delete workspace:

1. Contact support
2. Confirm ownership
3. Data deleted after 30 days

Advanced Settings

API Access

For developers:

• Generate API keys
• View documentation
• Set permissions

Webhooks

Configure webhooks:

• Add endpoint URLs
• Select events
• Test webhooks

Best Practices

1. Complete all fields - Better functionality
2. Keep branding updated - Reflect current brand
3. Review regularly - Check settings quarterly
4. Secure account - Enable 2FA
5. Back up important - Export data periodically