Settings
Settings overview
Follow the first-week setup path for facility details, billing, communications, portal, team access, CRM, and security.
Settings is where you tell Car Storage Software how your facility works.
Use this section when you are setting up a new team, preparing to invite staff, turning on customer-facing tools, or checking that important business settings are correct.
When Settings is set up well, your team can:
- Schedule work in the right time zone.
- Send invoices and collect payments.
- Send emails and text messages from the right business identity.
- Standardize recurring care, checklists, status labels, and bookable facility spaces.
- Invite customers to a portal that looks like your facility.
- Collect signed agreements and customer documents.
- Give staff the right access without exposing private areas.
- Organize leads and customer follow-up.
Best setup order for a new facility
Follow this order if your team is setting up the app for the first time. Each step builds on the one before it.
- Start with General settings so dates, times, addresses, country, and locations are correct.
- Set up Billing before your team sends invoices, quotes, recurring charges, or checkout links.
- Set up Communications so emails, texts, review links, and notification defaults work the way your team expects.
- Set up Operations before staff rely on recurring care plans, workflows, custom statuses, bookable amenities, or floor plan tools.
- Set up Contracts before requiring customers to sign agreements or upload important documents.
- Set up Customer portal and website before inviting customers or adding public signup links to your website.
- Review Team permissions before inviting staff into the dashboard.
- Set up CRM settings so leads, customers, follow-up dates, and customer types are easy to understand.
- Finish with Security settings so sign-in and admin access are safe.
What each Settings page is for
- General
Open Settings > General for time zone, date format, time format, address format, country, and facility locations.
- Events & schedule
Open Settings > Events & schedule for services, appointment types, reminders, booking rules, photo rules, and resources. For a full guide, see Configure event types.
- Operations
Open Settings > Operations for service plans, statuses, workflows, amenities, and floor plan setup. Start with Configure operations settings.
- Contracts & Documents
Open Settings > Contracts & Documents for contract templates, e-signature setup, document types, and customer upload categories. For a full guide, see Contracts overview.
- Customer portal
Open Settings > Customer portal for logo, colors, customer language, vehicle page visibility, damage photo visibility, customer-facing tag order, and community settings.
- Website & signup
Open Settings > Website & signup for customer login links, website embed code, registration forms, customer signup payment rules, and public facility pages.
- Communications
Open Settings > Communications for phone and text messaging, email domain setup, social links, Google Reviews, and notification defaults.
- Billing
Open Settings > Billing for Stripe payment processing, processing fee rules, statement billing, invoice settings, tax rates, quote settings, and accounting integrations.
- Team
Open Settings > Team to invite staff, update permissions, review notification preferences, assign locations, and remove access for people who no longer need it.
- CRM
Open Settings > CRM for pipeline stages, customer types, lead sources, and automatic follow-up timing.
- Security
Open Settings > Security to manage passkeys for safer sign-in.
Important words in plain English
Customer portal means the private area where customers sign in to see their cars, invoices, documents, messages, and events.
Website & signup means links and public tools you can place on your own website.
Operations means the repeatable work your team does every day, such as recurring vehicle care, intake checklists, status labels, and reserving bays or rooms.
CRM means the way your team tracks leads and customer follow-up. You do not need to know the term to use it. Think of it as your sales and relationship board.
Passkey means signing in with your device, such as Face ID, Touch ID, Windows Hello, or a security key.
Admin means a teammate who can access sensitive settings. Admin access should be limited to trusted owners or managers.
Common setup mistakes to avoid
- Do not invite customers before the portal sections, logo, and billing settings are ready.
- Do not build workflows before the event types they use are correct.
- Do not give every staff member admin access. Most people only need access to the areas they work in.
- Do not send invoices until payment processing, tax settings, and invoice numbering are reviewed.
- Do not copy website links until you confirm the public page or portal page opens correctly.
What to do next
If this is your first time setting up the app, continue with Set up general facility settings.
If your team is already using the app and you need to fix one area, choose the guide that matches your task from the Settings list.