Company Setup contains shop and billing information in addition to communication preferences.
Access to Company Set Up
Company Logo and Business Information
Preferences and Status Reports
Pagination of Active Customers
Company Timings, Billing, and Appointment Link
- Company Timings is a place for you to add your company hours. deselect the boxes if your shop is closed on that day.
- This Billing Page blue box will open your billing information.
- You can add any existing appointment link that your company uses here. If you use the Autoflow scheduler, you can click a button to place that link automatically.
- The first blue box will show your billing invoices, and you can download them as PDF files as needed.
- Use the update card number selection to change to a new credit card or change to a new billing email address.
- Use the update current card selection if your expiration date has changed on your card.
- The Red selection “Delete Card on File” is only recommended for use if the company has changed ownership. This will reset the billing date and the new card will be billed immediately.