Setting up your company information is one of the first steps you can take to establish your rental business in Booqable.
Taking this step can help you not only share important company information with your customers, but also customize your Booqable account to the formats and terminology your and your team are accustomed to.
How it works
Your logo, company information, labels, and information formats that you can set up in this step are displayed on various customer communication channels such as emails, invoices, and the checkout of your online store.
To add your company information, start by heading over to Settings > General.
1. Add your basic company info
In this step; you can upload your company logo as well as your company name, email address, phone number, and website address.
2. Enter your company's physical address
This completely optional; and will display on the invoices, contracts, and quotes you send to your customers.
3. Enter additional information
You can then enter additional business information you wish your customers to see, which can be useful for business registration numbers or tax information.
4. Set the address field order
This step allows you to choose the format in which addresses are displayed on your order's documents, and the online checkout.
5. Set the date and time format
This step allows you to choose the timezone, date format, first day of the week preference, and use of AM/PM in your Booqable account. This will effect what the customer will see in the time selector in the online date picker, as well as any date and time stamps your business includes in it's emails and documents.
6. Personalize your labels.
This step allows you to change the terminology Booqable will use for the words Customer, Order, Quote, Contract, Packing slip, Pickup, and Return in your account. This effects both the Booqable backend; and the naming on customer-facing aspects like the online store, and the documents you send to your customers.
You're all set!
You have now successfully learnt how to set up your company information in Booqable.