The Setup Tab
It's all here — how the system works for your business!
Basics
This is the basic information about your business and the core settings for the system.
Billing
Your credit card information and billing address.
Note: you can specify an alternate email address for your bill details to be delivered, separate from other notices like IGCs (which is set in the Basics page under Contact Information).
Client Types
An optional way to categorize your clients, for any purpose you desire.
Events
The perfect way to keep your website always up-to-date. Use Events for your promotions, announcements and news about your business.
GC Designs
Choose and order the GC Designs that display on your Instant Gift Certificates page. Even create your own!
GC Types
Track different types of GCs. At minimum, it will differentiate between GCs sold online vs. at retail. The GC Type determines the expiration date on the GC, too.
Hours
Set the hours you are open. Use a single block of time or have more than one period of hours per day.
Logo
Make an Instant Logo or upload a graphics file. Your logo appears on GCs and in emails to your clients.
Professionals
The people that have access to your system. Change passwords and control who can do what.
Website
Change how the pages on your website look.