Where do I setup my company information?

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• Setup Company Info

  Setup Company Info is a page where the business can input important details such as the Company Name, Address, Phone, Email and upload a company Logo. The Company Info will be used in client-facing information such as the checkout receipt, online ...

• Setup Inventory

  In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...

• Setup Workers

  Setup Workers In summary, in the Setup Workers area of the software you will first establish the permission sets & compensation methods, then create the workers, create their logins, assign their hours & services and assign their permission set ...

• Setup Services

  In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Company Info. In Summary, setting up services is a multi-level process. First you need to establish your Service Groups, Product Lines and ...

• Setup Worker Permissions Glossary

  SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...