Docs section
Settings guides
Matches the Settings area in the dashboard sidebar for facility setup, communications, billing, team, CRM, security, and advanced configuration.
Settings overviewFollow the first-week setup path for facility details, billing, communications, portal, team access, CRM, and security.Set up general facility settingsSet your facility time zone, date and time format, address format, country, and locations so daily work appears correctly.Connect payment processingPrepare billing settings so your team can collect payments, send invoices, set taxes, and manage quotes with confidence.Configure operations settingsSet up the Operations page so service plans, checklists, statuses, amenities, and floor plan tools match how your facility works.Set up vehicle service plansCreate recurring vehicle care plans so staff can track the services included in each storage or membership level.Manage team permissionsInvite staff, choose the right access level, review permissions, and remove access when someone no longer needs it.Create operations workflowsBuild step-by-step checklists for repeated facility work, such as vehicle intake, pickup, transport, or detailing.Manage custom statuses and amenitiesCreate clear work status labels and bookable facility amenities so staff can track progress and reserve the right spaces.Configure communicationsSet up phone, text messaging, email domain, social links, Google Reviews, and notification defaults for your facility.Configure portal and websitePrepare the customer portal, website links, booking box, registration form, signup rules, and public facility page before inviting customers.Configure CRM settingsSet up CRM stages, customer types, and sources so leads and customers are organized in a way your staff understands.Review security settingsAdd passkeys, review admin access, and build a simple security habit for protecting customer and billing data.