Admin and settings

Set company settings, branding, and defaults

Use company settings to lock in the basic details that shape scheduling, payroll, customer communication, and daily app defaults.

4 min read · Updated Mar 18, 2026 · Owners and managers maintaining company defaults

Use Settings when the company name, branding, or operating defaults need to be cleaned up.

These settings quietly affect many other workflows, so it is worth reviewing them before you go live.

Quick facts

Start here

Update company details here before you send staff onboarding or customer-facing links.
Keep branding current so shared links and communications look consistent.
Review defaults again after adding locations or changing business hours.

Step 1: Review the core business details

Confirm the company name, main contact details, and location-facing defaults.
Keep names clear and stable so staff and customers are not confused by old labels.

Company settings page with branding and defaults — Review company details and defaults from the main settings screen before other setup work depends on them.

Step 2: Update branding and shared defaults

Refresh logos, display names, and any shared settings that show up in onboarding or customer flows.
After saving, spot-check the pages your team or customers use most often.

Branding and shared defaults in company settings — Use the same settings page to tighten branding and the defaults that show up across customer and staff-facing flows.