Setup - Account

Click on the Setup side nav option, this will bring down a dropdown menu with more options, and then click on the Account option.

Business Details - Top Navigation Link

Account Card

The default page for your Account options are your business details. Here you can change your company's name, logo, Favicon, contact information, theme, and business hours. 

In the Account Card section you can add or change your Company Name, Website, Address, and support information. This is very important to keep up to date as this is what is going to be displayed whenever your company’s information is shown, such as any branded video tours that get ordered. 

You’ll see a new option called Override Location

Here you can input your own coordinates instead of relying on the coordinates that’s assigned to your address by our API. This is most useful if you find that your business location is not being found correctly. To use this simply click on the checkbox next to Override Location. A map will appear below that option. Click on the map to change the location of the pin and you're done!

Branding and Favicon Cards

Next to the right of the Account card you’ll see 2 others titled Branding and Favicon. 

The Branding card is the place where you will upload the logo you want to use across the system. 

The Favicon card is the little icon that gets displayed on your browser tab for the website. 

This allows users to quickly identify which tab is yours when they have multiple tabs open. Only use graphics for the Favicon and not text as it will be displayed small. 

The uploading process is the same for both. Click on the upload button on the card to bring up a new modal window. Click on the Browse button and in the new window that pops up simply navigate to the logo or graphic you’d like to use and then click open. 

Contact, Theme, and Tracking Codes

The contact card is where you will add your contact information that you would like us to use to contact you, such as when we send out invoices and other important information. The information on that card will never be shared or given out to your clients. In addition, all email notifications will use this address as a reference.

The Theme card allows you to customize the user interface in order to give a more professional and branded look. Changing the colors is incredibly easy, all you have to do is click on any of the circles within the row of Primary, Secondary, or Warn Colors to change them. 

Once clicked a new modal window will appear and you can either select your color using the color grid or if you know the hexadecimal or rgb values you can go ahead and input those into the text box under the color grid. [examples #feddfe rgb (250,125,25)] 

The Tracking Codes card is where you can add or find already added tracking codes for Google Analytics website analytics service. These tracking codes allow you to gain and share valuable analytics about how certain sites are performing. 

This can be very useful when trying to get new clients or when trying to communicate with existing clients on the performance of the property sites. 

To add a tracking code simply click on the Add Tracking Code button. A new modal window will appear asking for the Google Analytics Tracking ID and whether you would like it to track Branded, unbranded, or both property sites. Don’t forget to click save! 

The tracking code gets added into the property sites headers so that Google can start acquiring data from the property sites that meet the requirements set in the modal window. For more information on Google analytics and how to get a Tracking ID please visit Google Analytics support page at support.google.com/analytics.

Business Hours

Here you can set your Business’ working hours. These are the hours that employees will be available for booking when a client orders a new project. This does not account for travel time to or from the appointment and all appointments must fit within these hours to be booked. 

The first available appointment is at the Opens at time and the last appointment needs to end before the Closes at time. If your business hours are fairly straight forward like 9-5 then you can simply go ahead and set the Opens at to 9:00am and the Closes at to 5:00. 

Lastly don’t forget to change the slider to Open instead of Closed. 

If your business hours are a bit more dynamic, let’s say you are open from 9-12, closed from 12-1 for lunch, and then open again for 1-5 you can then add the first set as the Open at and Closed at and then add the second set the same way but with the 1-5 time and the scheduler won’t allow appointments that are predicted to end after 12 or allow bookings before 1. 

You need to set the Business hours for every day of the week. 

Subscription

Go to setup, then click on account in the drop down menu, and finally click on the Subscription tab in the top navigation menu on that page.

Package Information and Storage Usage

Here you can see the Credit Card we have on file as well as update the payment information or cancel your subscription. You can also see the storage usage that is associated with the account which will help in understanding your current bill for the month as this shows how much storage is being used in archived projects, if you are opting into our archival feature. 

Billing History

Lastly there is the Billing History card, which allows you to see a record of all charges that have been made on the account.