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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

Click Save (or Cancel) under the form.
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 blocks, each with its own Edit button that turns into Cancel / Save. Business details
  • URL — your website.
  • Address
  • Privacy Policy URL — shown in the consent notice on the public quote widget; leave it empty and the widget omits the privacy-policy sentence.
Public details — under the heading Customer support information:
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
Under Brand elements:
  • Icon — used in compact places. A square image works best.
  • Logo — a PNG, used on documents and email templates.
  • Prefer logo over icon — tick this if your logo already contains your business name.
  • Brand color and Accent color — buttons and links in emails and on the booking page.
There is no Save button on this tab: each change is saved as soon as you make it.

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Terms & Conditions

One rich-text document: the terms that go out with your contracts. Edit the text in the editor and click Save — “Terms and Conditions saved successfully” confirms it. Message templates are a different thing and live in Templates.

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Widget

The quote form you put in front of customers. Three cards sit next to a live Preview (Desktop / Phone):
  • Your quote form — pick a Style (theme) and the Lead source the form posts to. Every setting on the tab is saved against that lead source, so each site or campaign can have its own form.
  • Put it in front of your customers — three install routes: Share a link (a hosted page, nothing to install — copy the link), Add to your site (choose your site builder, follow the steps, Copy the code) or Ask someone (enter your web developer’s email and click Write the email; it opens in your own mail program, nothing is sent from BeRocker).
  • After someone submits — the switch Send them straight to the booking page sends visitors to your booking page as soon as their price is ready; off, they stay on the form and see a confirmation. Under Advanced — website conversion tracking, Send conversion events to my website lets the embedding page record a lead as a conversion, optionally restricted to the Allowed website origins you list (Save origins), with a Copy the listener snippet for GA4.
Leads from the widget arrive through the chosen 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.
  • Ports — the ports you use (Add Port): name, address and whether it is enabled.
  • Port Route — the lanes between them (Add Route): Origin port, Destination port, carrier (Matson or Pasha), Base fee, Transit days and Notes.

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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.