Organization Settings
Organization settings control your company’s basic information that appears throughout the platform and in communications with consumers.
Accessing Organization Settings
Navigate to Settings > Organization to manage your organization details.
Caption: Configure your organization’s basic information
Company Details
| Field | Required | Description |
|---|
| Company Name | Yes | Legal or display name of your company |
| Display Name | No | Short name for UI display |
| Website | No | Company website URL |
| Industry | No | Business category |
| Field | Required | Description |
|---|
| Contact Email | Yes | Primary contact email |
| Support Email | No | Customer support email |
| Phone Number | No | Business phone number |
Business Address
| Field | Description |
|---|
| Street Address | Physical address line 1 |
| Address Line 2 | Suite, unit, etc. |
| City | City name |
| State/Province | State or province |
| Postal Code | ZIP or postal code |
| Country | Country |
Organization Preferences
Default Settings
| Setting | Description |
|---|
| Timezone | Default timezone for scheduling |
| Date Format | How dates are displayed |
| Currency | Default currency for pricing |
| Language | Primary language |
Timezone Configuration
Select the timezone used for:
- Experience scheduling
- Analytics reporting
- Email scheduling
- Dashboard displays
Caption: Select your organization’s default timezone
Organization ID
Your organization has a unique identifier used for:
- API integrations
- Support requests
- Technical configurations
| Field | Description |
|---|
| Organization ID | Unique identifier (read-only) |
| Created At | When the organization was created |
The Organization ID is automatically generated and cannot be changed. You may need this ID when contacting support or configuring integrations.
Saving Changes
- Make your changes in the form
- Click Save to apply
- Wait for confirmation
- Changes take effect immediately
Caption: Click Save to apply your changes
Validation Rules
| Field | Validation |
|---|
| Company Name | Required, 2-100 characters |
| Email | Valid email format |
| Website | Valid URL format |
| Phone | Valid phone format |
Where Organization Info Appears
Your organization information is used in:
| Location | Usage |
|---|
| Email headers | Sender name and reply-to |
| Receipts | Company information on receipts |
| Consumer pages | Brand display |
| Legal notices | Contact information |
| Support requests | Organization context |
Multi-Organization Support
If you manage multiple organizations:
- Switch organizations from the organization selector
- Each organization has separate settings
- Settings don’t carry over between organizations
Data Retention
Organization data is retained according to your plan:
| Plan | Data Retention |
|---|
| Free | 30 days after inactivity |
| Basic | 1 year |
| Pro | 3 years |
| Enterprise | Custom retention |
Best Practices
- Use official names - Match legal business name
- Keep contact current - Update when emails change
- Add support email - Separate from primary contact
- Include timezone - Helps with scheduling
Organization Setup
- Complete all fields - Full information helps support
- Review periodically - Update as business changes
- Check timezone - Affects all time-based features
Troubleshooting
Changes Not Saving
- Check all required fields are filled
- Verify field validation passes
- Check network connection
- Try refreshing the page
Timezone Issues
- Verify correct timezone is selected
- Check for daylight saving time
- Refresh after changing timezone
- Clear browser cache if issues persist
