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Settings → Business is your company as customers and carriers see it. Fill it in before you send a single quote, because every one of these fields shows up on documents that go out under your name.
The Business settings page showing the Account details, Business details, Branding, Terms & Conditions and Widget tabs
The tabs are Account details, Business details, Branding, Terms & Conditions and Widget. Organizations with ocean shipping enabled also get Ports and Port Route.

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Account details

Get the time zone right before you build any follow-up sequences. Quiet hours, scheduled messages and reminders are all worked out from it, so a wrong time zone means texts going out at the wrong hour.

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Business details

Two groups: what the business is, and what the public sees. Business
  • Legal name
  • Website
  • Address
  • Privacy policy URL
Public info
The statement descriptor is worth getting right. A charge that shows an unrecognisable name on a card statement is a chargeback waiting to happen.

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Branding

The Branding tab
  • Logo — used on documents and email templates.
  • Icon — used in compact places. A square image works best.
  • Brand colour and accent colour — buttons and links in emails and on the booking page.
  • Prefer logo over icon — turn this on if your logo already contains your business name.

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Terms & Conditions

The document templates that go to shippers and carriers. Edit the text here, and it is what gets generated when a contract goes out for signature. Message templates are a different thing and live in Templates.

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Widget

The quote widget you embed on your own website. Configure it here, then copy the embed snippet onto your site. Leads from the widget arrive through a lead source like any other, so they get distributed, quoted and followed up the same way.

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Ports and Port Route

Only shown when ocean shipping is enabled for your organization. Define the ports you use and how routes combine them — port-to-port, port-to-door and door-to-port.

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Why this matters

Your business settings are used automatically in:
  • Contracts and quotes sent to carriers and shippers
  • Email templates, notifications and reminders
  • Payment pages and card statements
  • Your booking page
Skipping it means documents go out with gaps in them.

Booking page

The page customers actually book on.

Templates

The messages that carry these details.