Set up your business information and preferences

Open General settings

Open Settings, then General. Business Information contains your organization's public-facing contact details; Preferences contains locale and document formatting settings. These sections have separate Save buttons, so save each section you edit.

An owner or admin can make changes. If you see a read-only notice, ask an admin to update the organization settings for you. Being able to view this page does not mean your role can save changes.

Enter the details customers should recognize

1. 1

   Update Business Information

   Check Organization Name, Business Email, Business Phone, Street Address, Address Line 2, City, State, and ZIP Code. Choose Save in this section when the details are correct.

2. 2

   Verify the business phone when needed

   Use Send Verification Code beside the business phone verification controls. Enter the code sent to that number and complete the verification on the page.

Review scheduling and document preferences

In Preferences, check Timezone, Date Format, and Default Tax Rate (%). Review the currency shown on the page and use the controls available for your organization. Choose the Save button in Preferences after making changes.

Confirm the timezone before scheduling your first visit or configuring reminder send times. When your browser and organization use different timezones, pay attention to the scheduling screen's timezone notice and review the saved job's date and time.