The Setup page provides various account setup options across its multiple tabs. These cover settings for your company address, account language and time zone, default booking statuses, and business hours.
Learn more below about the initial setup step in the Company tab and the next steps.
- Setting up your account company (reading now)
- Setting up your account locale
- Setting up your account configuration
- Setting up your account calendar
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Manage > Setup > Company
What more do I need to use this feature?
- An Admin account is required to view and access the Setup menu option.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products). → Learn more about products
Configuring settings within the company tab
The Company tab on the Setup page lets you set up basic account details:
| Field | Purpose / Usage |
| Company Name | The official business name - shown on invoices, receipts, and templates. |
| Website | Web address for your business |
| Primary Industry |
Define the primary industry of your business. Options are categorized under:
|
| Email Address | Default sender or contact email used in system communications. |
| Phone Number | Contact number for your business. |
| Country | Country for your business. |
| Province | Province for your business. |
| City | City of your business. |
| Postal Code | Postal code for your business. |
| Address | Mailing address for your business. |
By default, the system uses this information in the address section of your invoice. Your invoice can be further configured in the Invoice area (Manage > Layout > Invoice).
Next Steps
You can learn more about account locale settings with the following article in this series.
Setting up your account locale >