Digital Agency Tools Docs

Business details

Your business's name, contact details, currency, logo and the words on your booking page. Every field saves as you leave it.

The Business settings page, with Basic information, Contact information, Service area and Business description cards
Settings → Business. The subtitle reminds you: changes save as you leave each field.

How to

  1. In the sidebar, under Settings, open Business.
  2. Change a field and click away. Text fields save when you leave them; drop-downs, switches and text areas save when you change them.
  3. To change the logo, choose a file under Business logo and click Upload logo. This one does need the button.

Basic information

Business name appears on your booking page, emails, invoices, proposals and the client portal. Website URL is your main site.

Currency is used for prices, invoices and proposals. You can choose USD, EUR, GBP, CAD or AUD. Set it before you send your first invoice.

Cards on this page

Basic information
Contact information
Service area
Business description
Business logo
Account information

Contact information

Business phone has a country-flag picker. Business email is the public contact address. Business address is looked up on a map when it is saved, so it can be used for directions and the service area.

Business country is the default country for customer bookings and phone number formatting. The same setting appears on the Calendar page.

The Show phone field on booking forms switch adds an international phone field to the booking form.

Service area

Turn on Restrict customer locations if you travel to customers. They can then only pick locations within your Service radius, from 5 to 200 km of your business address.

This needs your address to have been found on the map. If it has, the card shows your business coordinates. If not, it asks you to save your address first.

Business description and logo

About your business is the introduction customers read on your booking page. Sidebar content is extra text for the booking page's sidebar.

The logo shows in the panel sidebar, on your booking page and on client-facing pages. Use a square image, about 500 × 500 pixels and no more than 5 MB.

Colours, layout and social links for your booking page are not here — they are on Settings → Booking page. Time zone and date format are on Settings → Calendar.

Still stuck?

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