Your business settings decide what clients read on your proposals, quotes and invoices, and what your forms, reports and automations call your events. Set them once and every new document starts from them.
Fill in your business details
Your name, address, contact details and timezone live on one page, Profile & info in Settings. Clients see them on your documents, and your street address also goes in the footer of workflow emails, so a typo here repeats everywhere. Fill in your business details has the steps.
Add your logo and brand colors
Two logos, five colors and two fonts make up your brand. Setup asks for a logo or a primary color before it lets you leave. Add your logo and brand colors covers the uploads and the fields.
Name your event types
Event types are the list your lead form offers and your reports group by. Call them what your clients call them. Renaming one later is safe, and a type never changes a price. Name your event types shows how to add, rename and delete them.
Rename your project stages
Project stages are the steps a project moves through, from lead to closed. The four milestones are locked, and you name the stages inside each one. Rename your project stages covers renaming, adding and reordering.
Three more screens under Clients & events shape how you sort people and plan events. None needs doing on day one.
- Custom fields hold extra details you track on contacts and events, like a spouse name or a dietary note.
- Contact labels hold categories, where a contact fits exactly one, and tags, where a contact can carry several.
- Planning defaults hold the dress codes, drink mix and stock levels every event starts from.
Keep going
- Next in setup
- Guide to pricing and getting paid.
- Your sales tax
- In Guide to sales tax.