Setting up your account company

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Manage > Setup > Company
Prerequisites: 

• An Admin account is required to view and access the Setup menu option.
• The Setup page is applicable to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

This article is an introduction to the Setup page and Company, Locale, Configuration, and Calendar tabs with information on how to find and enable the corresponding settings.

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about each tab.

 

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

 

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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). 

 

In the next article, we look at the options located in the Locale tab.

 

 

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Setting up your account locale >

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