Administration
How to Configure Your Company Settings
company settings branding
How to Configure Your Company Settings
When to use this guide
Use this guide when setting up your business for the first time or updating general information that affects all operations.
Prerequisites
- Admin permissions required.
Step-by-step
Step 1 — Go to Company Settings
- Open the sidebar.
- Click Administration → Company.
Step 2 — Update Business Information
You can edit:
- Company name
- Phone number
- Company address
- Website
- Logo
- Timezone
- Operating hours (start & closing time)
These settings affect invoices, emails, portal access, and scheduling.
Step 3 — Configure Brand Identity
Upload:
- Logo
- Favicon
- Brand colors (if applicable)
This customizes:
- Client Portal
- Email notifications
- Invoices
Step 4 — Configure Business Preferences
Set preferences for:
- Default job duration
- Taxes enabled/disabled
- Payment collection method
- Service policies
- Cancellation rules
- Overtime rules
Step 5 — Save Changes
Click Save Company.
Common mistakes
❌ Incorrect timezone
- Schedules and jobs appear at wrong times.
❌ Logo not updating
- Browser cache may need to be cleared.
❌ Scheduling errors
- Company hours not matching employee hours.