Manage company details, labels and reminders

Open Company Settings for the intended company. Authorised administrators can edit; other members see a read-only notice.

Update company details and logo

1. Open Company Settings for the correct company. Check that the page allows editing.
2. Enter Company Name, Address and Postcode in their separate fields. Company name cannot be empty.
3. Enter Phone Number and general contact Email.
4. Enter Accounts Email Address separately from the general email, then update Website where needed.
5. Finish the edits and wait for the saving indicator in the header. These text fields save automatically.
6. Use the logo upload control to choose a replacement and inspect the saved logo. The logo’s remove control opens Remove company logo?; confirm only if removal is intended.

For example, use the accounts mailbox for accounts email and the enquiries mailbox for general contact. Inspect saved logo uploads before replacing them.

Create and manage Custom Labels

1. In Custom Labels, select New.
2. Enter the label title, choose its colour and inspect Preview. Select Confirm, or Cancel to discard the dialog change.
3. To correct a label, select its edit control, amend the title or colour and Confirm.
4. Use the label’s Hide control to remove it from the available choices, or Show on an archived label to restore it.
5. Select Reorder, drag labels into the required order, then select Done. Check the resulting saved order.

Custom Labels are company choices. Defining one does not apply it to any booking.

Set timesheet reminder preferences

1. Find Timesheet Reminder in Company Settings.
2. Open Day and choose the required day.
3. Enter Time as a valid 24-hour time, such as 16:30.
4. Finish editing and wait for automatic saving. Recheck the displayed day and time.
5. Review labour contact details and actual received timesheets separately.

An invalid day or time is not saved. Saving reminder preferences does not prove delivery or submission.

See terms and prices, scheduler labels and team access.

FAQ

Which company details save automatically?

Ordinary company text fields save automatically; wait for the saving indicator. Read-only members cannot edit, and onboarding has a separate completion action. See update company details and logo for the steps.

How do I create, edit, hide or reorder Custom Labels?

Use New and Confirm for a label, Hide or Show for availability, and Reorder then Done for order. Defining a label does not apply it to bookings. See create and manage Custom Labels for the steps.

How do I set the timesheet reminder day and time?

Choose Day and a valid 24-hour Time, then wait for automatic saving. Saved preferences do not prove reminder delivery or timesheet submission. See set timesheet reminder preferences for the steps.