These settings cover crucial details such as currency, location, time zone, and more. Let's make sure everything is tailored to your business needs before you dive in.
Accessing Business Settings:
Navigate to Your Dashboard:
Log in to your FEA Create account and head to your dashboard.
Access Settings:
Within your dashboard, locate and click on "Settings" in the bottom left corner.
Business Profile:
You'll be directed to your business profile, where you can fine-tune various details.
General Info Section:
Upload Your Logo:
In the General Info section, you can upload your business logo.
Set Friendly and Legal Business Names:
Define your friendly business name (not an account name) and legal business name.
Business Contact Details:
Add your business email, phone number, and website.
Specify Business Niche:
Optionally, set your business niche.
Location Details:
Physical Address:
Fill out your business's physical address, which will be displayed on invoices and proposals.
Select Country:
Choose your country, as this will determine the currency used in checkouts.
Set Time Zone:
Specify your business's time zone, crucial for calendar settings.
Language Configuration:
Set the dashboard and outbound communications language according to your preference.
Additional Information:
Business Info and Representatives:
Optionally, provide additional business information and details of authorized representatives.
Contact Settings:
Ensure settings like allowing duplicate contacts are configured appropriately.
Location ID:
Note your location ID; it may be needed for support requests.
Save Your Changes:
Save Your Business Settings:
Click "Save" to ensure your configured business settings are applied.
That's it! Your business settings in FEA Create are now tailored to your business specifics. If you encounter any issues or have questions, feel free to reach out. We're here to ensure your FEA Create experience is seamless and customized to meet your business requirements.