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Setting up your account company

Learn about the Setup page, including the options in the Company tab. 

To learn more about the functionality of the Setup page, please read the entire series of articles accessed at the side and bottom of this page.

 

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

 

Setup Overview

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With its several tabs, the Setup page offers multiple account configuration options. These include settings for your company address, account language and timezone, default booking statuses, and business hours.

 

Configuring settings within the company tab

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Setup Company Tab

The Company setup page allows you to configure basic information for your account, such as company name, email address, and primary industry.

By default, this information is also used in the address section of your invoice. This information can be further configured in the Invoice area (Manage > Layout > Invoice). 

 

The following article looks at the options in the Locale tab.

 

 

Setting up your account locale >

 

 

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