Use this guide when you are setting up a new facility workspace or checking that customers will see the right facility information.

Your facility profile can appear in emails, customer forms, invoices, public pages, and internal records. Keeping it accurate helps customers trust that messages and links came from the right business.

What you will accomplish

You will open your facility settings, review the main details, save changes, and check what to do next.

Before you start

• You need permission to edit facility settings.
• Have your correct facility name, address, phone number, and public email address ready.
• If your facility uses a logo, have the approved logo file ready.
• If you are unsure what customers should see, ask the facility owner or manager first.

Open facility settings

1. Open Settings

   Go to Settings.

   Expected result: You should see the settings area for your facility with sections such as General, Billing, Portal, and Team.

2. Open General settings

   Go to Settings > General.

   Expected result: The page shows facility profile fields such as name, contact details, address, and branding.

Review each important field

Work through the page from top to bottom. Save when you are done.

1. Check the facility name

   Confirm the name is written the way customers should see it.

   Tip: Use your public business name, not an internal nickname.

   Expected result: Invoices, emails, and public pages show the correct business name.

2. Check contact information

   Review the phone number, email address, and website fields.

   Why this matters: Customers may use this information when replying to a message, reviewing a form, or checking an invoice.

   Use a shared business email when possible (for example, office@ or support@), not a personal inbox that only one person checks.

3. Check the address

   Confirm the street address, city, state, postal code, and country.

   Expected result: Staff and customers have the correct location for appointments, drop-offs, pickups, and public pages.

4. Review branding

   If your facility uses a logo or brand colors, confirm they match your approved brand.

   Upload or replace the logo if needed. Use a clear image your customers already recognize.

   Why this matters: Branding helps customers recognize your facility when they open links, invoices, and portal pages.

5. Save your changes

   After reviewing the fields, save the page if you changed anything.

   Expected result: The updated information is stored for your facility workspace.

What to check after saving

• Open Setup Guide and refresh progress if needed.
• Review Settings > Portal if customers will use the customer portal.
• Review Settings > Website if your facility uses public website pages or registration forms.
• Review Settings > Billing before sending invoices or collecting payments.

Common mistakes to avoid

Troubleshooting

What to do next

After your facility profile looks correct, continue with Prepare your first customer and car or review the full Settings overview.