Settings

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Settings Overview

Settings is where you configure how Cortado works for your business. Open Settings from the main navigation to see cards for each area. What you see depends on your role — a card never appears if you can’t open the page behind it. Attachment Library and Notifications also appear in Settings when your role (and, for notifications, your organization’s features) allow them. Each page has its own left sidebar of sub-sections.

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Company

Configure your organization profile and core business settings at Settings > Company.

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General

Your business identity. This information appears on quotes, invoices, and your customer portal.

• Organization name — how your business is identified in the app
• Contact email — primary business email (required before connecting Stripe)
• Inquiry CC email — optional secondary address that receives a copy of every new inquiry notification
• Website URL — link to your website
• Address — your business address with Google Places autocomplete
• Organization timezone — default timezone for new inquiries when Cortado can’t determine one from the event location (or the person’s browser). Pick an IANA zone such as America/Chicago.
• Logo — upload a logo used on customer-facing documents and emails
• Organization slug — creates a personalized form URL (e.g., yourcompany.cortadopro.com) when enabled

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Time Settings

Default time allocations (in minutes) added around events for planning purposes:

• Preparation time — time you need to prepare before an event
• Setup time — time spent setting up on-site before the event start
• Teardown time — time spent cleaning up after the event ends

These buffers are used by the scheduling conflict detection on lead detail pages to flag overlapping events.

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Lead Assignment

Control who owns a lead the moment it comes in, at Settings > Company > Lead Assignment.

• Unassigned — new leads arrive with no owner
• Default — every new lead is assigned to one person you choose
• Round the Horn — new leads rotate through the teammates you opt in

Assigned leads show an owner avatar on the kanban board and an Owner column in the leads table. You can reassign any lead from its detail page. See the Leads Pipeline guide for the full setup.

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Subscription

Manage your Cortado Pro subscription at Settings > Company > Subscription — plan, trial status, payment history, and seats all live here.

• Start a trial or subscribe — choose a billing interval (monthly, semiannual, or annual), confirm your business details, and enter payment through a secure embedded checkout without leaving Cortado.
• Trial countdown — while your trial is active, a card shows the exact date and amount of your first charge, with a one-click option to cancel before it happens.
• Billing issues — a failed payment or a grace period shows as a clear banner in the app, with a link to update payment, instead of failing silently.
• Payment history — see every past charge, with a link to the full invoice.
• Seats — see Included, Active users, and Billable seats. Admin members count toward billed seats; Event Staff appear as Event Staff (free) and do not. Adding an Admin beyond your included seats charges a prorated seat immediately. Reducing seats applies at the next renewal.
• Customer Portal — update your payment method, download invoices, or manage your subscription directly through Stripe’s Customer Portal.

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Team & Roles

Manage your team and access control at Settings > Team & Roles.

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Team Members

Invite people to your organization and manage who has access. To add a team member: You can edit a user’s type, title, and roles at any time, or remove them from the organization. See Staff for what Event Staff can see.

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Roles

Cortado ships with a built-in Admin role that grants full access to the organization. You can also create custom roles with View or Manage access per area — leads, events, quotes, invoicing, payments, settings, and more — instead of an all-or-nothing Admin toggle. When you create a role, optional Manager, Event Staff, and Bookkeeper presets fill the permission matrix. You can change any cell afterward. Teammates who open a page they cannot access see a clear lock message instead of a silent redirect.

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Services & Pricing

Define what you sell and how you price it at Settings > Services.

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Catalog

Your list of services, fees, and add-ons. Each catalog item has a name, description, price, and unit (per event, per hour, per day, or per unit). Items can be marked to auto-include on every quote or to appear as add-ons on your inquiry form. See the Catalog guide for details.

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Event Types and Booking Questionnaires

Manage how you categorize jobs, and the questions customers answer after they book, at Settings > Services > Event Types.

• Organization event types — rename, add, archive, and drag-and-drop reorder types so dropdowns match how you actually sell (wedding, corporate, and so on).
• Default questions — asked on every new booking that collects a questionnaire. Save them from the card at the top of the page.
• Require a questionnaire by default on new inquiries — the switch on that same card. New leads inherit it; you can still turn the flag off (or on) on any lead or quote. It starts on.
• Event-type questions — extras for one type, edited when you open that type. They appear after the defaults. The table’s Questions column shows how many extras each type has.

Questions are copied onto a booking when it is created and the accepted quote (or lead) requires a questionnaire. Editing the templates later does not change existing bookings. You can still add or edit questions on an event after the fact. See the Booking Questionnaires guide for question types, the customer portal flow, and how answers show on the event.

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Quote Templates and Validity

Reusable quote structures live here, not under Payments. Go to Settings > Services > Quote Templates to:

• Build one template per event type with item rules and rate overrides
• Set Quote Defaults — how many days (1–90) new quotes stay valid. When an event is sooner, Valid Until is capped to the day before that event.

See the Quote Templates guide and Quotes.

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Inventory

Organization-level inventory settings used when calculating beverage quantities for events, including per-item ratio percentages.

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Discounts

Create reusable discounts (percentage or flat amount) that your team can apply to quotes and invoices.

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Sales Tax

Configure tax rates that can be applied on a per-line-item basis on quotes. Use the Sales Tax report on the Reports page to reconcile collected tax for any period.

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Gratuity

Configure enforced tip percentages by event type. When an event type has an enforced tip, it’s automatically applied when creating quotes for that event type.

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Email

How email leaves your organization, at Settings > Email:

• Senders — link Gmail accounts and mark the default sender for system emails.
• Domain — verify a custom domain so Cortado can send from @your-domain. Once verified, the domain takes precedence over Gmail for sending.
• Saved Templates — drafts your team can pull into composed messages.
• Automated Emails — customize the subject and body of Cortado’s system emails (New Inquiry, Quote Sent, and so on). See the Marketing guide.
• Deliverability — health and delivery status.

See the Email Integrations guide for Gmail and domain setup.

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Inquiry Form

Configure your embeddable lead capture form at Settings > Inquiry Form:

• Publish — embed codes (multi-step or single-page) and your form URL
• Fields & Services — which add-on items appear, and in what order
• Availability — dates the form should not let customers request
• Theme — colors, fonts, and corner style
• Confirmation — thank-you copy and optional redirect after submit
• Analytics — Google Analytics 4 and Google Ads conversions

See the Forms guide for details.

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Client Portal

Configure what customers see after you send a quote, at Settings > Client Portal:

• Domain — Cortado subdomain or a custom domain for the booking portal
• Terms & Conditions — clauses customers see when reviewing quotes and invoices. Each clause has a title and content, and you can reorder them.
• Tips — which tip percentages appear, the default, whether a custom amount is allowed, and the message for customers who choose not to tip

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Notifications

When notifications are enabled for your organization, configure scheduled email summaries at Settings > Notifications — upcoming events, pending tasks, stale leads, and pending payments. See the Notifications guide.

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Payments

Manage payment processing at Settings > Payments.

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Stripe

Connect your Stripe account to accept card and ACH bank payments through Cortado. You need a contact email set in Company Settings before connecting. Once connected, you can:

• See your Stripe account ID and status
• Re-open Stripe onboarding to finish any outstanding requirements
• Toggle which payment methods (card, ACH bank transfer) are enabled by default at checkout
• Disconnect your Stripe account

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Disputes

View Stripe payment disputes on your connected account, with their current status, reason, and amount.

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Integrations

Connect external services at Settings > Integrations.

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Connected Apps

• Slack — connect a workspace via OAuth and pick one or more channels (including private) for new inquiry notifications. Disconnecting revokes the integration and clears your channel selection.
• AI assistants (MCP) — copy your organization’s server URL and connect Claude or another supported AI app. The app can look up records and take a few permission-scoped actions (move a lead, add a note, mint a portal link). See Claude.

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Google Calendar

After Gmail is connected under Settings > Email > Senders, choose which Google Calendar Cortado syncs events to. If no calendar is selected, or a Gmail account needs reconnect, Cortado warns you instead of failing silently. See the Calendar integration guide.

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API Keys and Webhooks

Organizations enabled for API access can create read-only keys under Settings > Integrations > API Keys. Workflow Webhooks live here too — register HTTPS endpoints, copy the signing secret once, then add a Send webhook step to a workflow. See API Keys and Webhooks.

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Workflows

When workflows are enabled for your organization, a Workflows item appears in the main sidebar. Open it to watch active runs and to create or edit automations — follow-up emails, tasks, and field updates that fire when something happens (a new lead, a quote sent, a payment received). Building and retrying workflows requires the Automations permission on your role. See the Workflows guide and Staff.

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Best Practices

1. Start with Company — set your organization name, contact email, address, organization timezone, and logo first so downstream features (Stripe, quotes, invoices, and new inquiries) have your branding and a timezone fallback ready.
2. Connect Gmail before Calendar — Google Calendar sync requires a connected Gmail account under Settings > Email > Senders, then a calendar under Settings > Integrations > Google Calendar.
3. Create custom roles thoughtfully — the Admin role is reserved; create custom roles for team members who shouldn’t have full access.
4. Use Quote Templates — defining templates per event type dramatically speeds up quoting once your catalog is set. Set the Quote Defaults validity on that same page so every new quote starts with a sensible Valid Until.
5. Set booking questions on Event Types — put logistics you always need in Default questions, and type-specific asks on the event type, before you convert quotes. Use Require a questionnaire by default so new leads inherit the right behavior. See Booking Questionnaires.
6. Customize System Emails — the default copy is generic; a few personal touches on New Inquiry and Quote Sent emails go a long way.
7. Review Notifications quarterly — as your business grows, the right cadence for summaries and alerts often changes.
8. Watch the Trial countdown card — it shows exactly when your first charge happens, so you can decide (and cancel, if needed) before it does.