There are some general business details that need to be set up for your business such as your website, email, currency and correspondence preferences.
General business details
Steps
Navigate to Setup > System Settings > Business Detail
Stay on the General tab
Complete the relevant fields for your business including selecting the correct Currency (noting that the Correspondence From fields are covered in the next section below)
The Email listed in this section is used for the following correspondence to the client (i.e. this will the email that it’s sent FROM)
The display email in homepage/footer/published pages, wherever "@Email" placeholder is used
Sending an email directly from a client record
General enquires sent from form on the Contact page
Managing business correspondence
The Correspondence From section allows you to select what details will be automatically included in any email signatures, when correspondence is sent from within the system by your staff and business (not if you’re sending via the email program itself). For example this includes the automated booking reminders, or when an email is sent to a client directly from their client record. For example, this email is using the Business Email and Business Number.
Steps
Navigate to Setup > System Settings > Business Detail
Stay on the General tab
Select the Correspondence From option best suited to your businss needs:
Generally it’s recommended to select Staff/Instructor using the Business email and Business number so any personal details of the staff member is kept private.
SMS fee
Please note: if you choose to turn on any Auto-forward SMS Replies options, these will incur the standard SMS fee cost.
Other business details
Ensure you also set up the following details: