To access company settings, click Settings along the left, and open the Company tab along the top.
To add or edit any of the details on this page, such as company name, address, email, website, etc., just click in the field you want to edit. After making the change, be sure to click the check mark to the right.
There is also a section on the Company page to create or edit lead sources. These are used when creating a booking online XREF, so that the client can let you know how they heard about your company.
Use the Add button to create a new lead source, and the pencil icon to edit an existing source.
Updated over 2 years ago