Business settings
Where your workshop details, messaging, payments, Xero and diary settings all live.
3 min read
Business Settings is the hub for how your workshop runs: the details on your paperwork, how messages are sent, how you take payment and how the diary is set up.
What you'll find there
Most of the one-time setup lives here, so it is worth a visit early on. Getting your details and logo in means invoices and health checks look like yours from the first job.
- Workshop details, logo and VAT number.
- Messaging: SMS sender name and email.
- Payments: connect Stripe for card links.
- Xero connection and mapping.
- Diary: opening hours, slots and bays.
FAQ
Why fill this in first?
Your business details appear on invoices and printed health checks, so setting them up before you raise anything means your paperwork looks right straight away.
Ready to try it?
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