Add My Company Settings

TABLE OF CONTENTS

•  Company Name
•  How Is your Company Name Used?
•  Company Email
•  Reply To Email Address
•  Vacation Alert Email Address
•  Company Phone Number
•  Company Address

Company Name

How Is your Company Name Used?

1. The Company Name field ("Name") appears at the top of quotes, invoices and account summaries used throughout the system.
2. Company name can also be inserted into emails and invoice narratives using the {COMPANY_NAME} merge code.

• Enter the company name into the "Name" field.
• Click "Update."

Tip: You can also see on the invoice below where other merge codes have been populated, such as {COMPANY_PHONE}, {COMPANY_EMAIL} etc.

Company Email

1. Quotes, invoices and system notifications (like online booking and cancellation notices) are by default CC'd to the main business email address. You can read here how to stop Invoices, Quotes being CC'd to the main business email. 
2. Company email can be inserted into emails and invoice narratives using {COMPANY_EMAIL} merge code.

• Enter the company email address into the "Email Address" field.
• Click "Update."

Tip: It is possible to enter a distribution list here if required by entering a comma between email addresses.

Reply To Email Address

• Enter the reply-to email address into the "Reply-to Email Address" field.
• Click "Update."

Tip: You can only have one reply-to email address, however if replies need to be sent to a number of individuals, you can enter a distribution list here by entering a comma between email addresses.

Vacation Alert Email Address

• Enter the vacation email address into the "Vacation Alert Email Address" field.
• Click "Update."

Tip: If vacation alerts need to be sent to a number of individuals, you can enter a distribution list here by entering a comma between email addresses.

Company Phone Number

• Enter the company phone number into the "Phone Number" field.
• Click "Update."

Company Address

• Enter the company address into the "Address" field.
• Click "Update."