Settings Overview
The Settings page allows you to customize Cortado to fit your business needs. Configure company information, manage your team, set up products, and integrate with external services.Company Settings
Business Information
Set up your company details:- Company Details: Name, address, contact information
- Brand Settings: Logo, colors, branding preferences
- Operating Hours: When your business operates
- Service Areas: Geographic areas you serve
Team Management
Manage users and access:User Accounts
Add and manage team members:- Add Users: Invite team members by email
- User Roles: Assign roles with appropriate permissions
- Access Controls: Control what each user can access
- Activity Logs: Track user actions and changes
Role Permissions
Define what each role can do:- Admin: Full access to all features
- Manager: Can manage events and leads
- Staff: Limited to assigned events
- Custom Roles: Create roles specific to your needs
Access Controls
Granular permission settings:- Feature Access: Control which features users can access
- Data Access: Limit access to specific data sets
- Action Permissions: Control what actions users can perform
- Organization Scope: Define organization-level permissions
Product Configuration
Set up your service offerings:Service Packages
Define your main service packages:- Package Name: Name of the service package
- Description: What’s included in the package
- Base Price: Standard pricing for the package
- Features: Included features and services
Add-on Options
Create add-ons and extras:- Add-on Name: Name of the add-on
- Price: Additional cost for the add-on
- Compatibility: Which packages it works with
- Availability: When it’s available
Pricing Templates
Create reusable pricing structures:- Template Name: Name for the template
- Items: Products and services included
- Pricing Rules: How pricing is calculated
- Application: Where to use the template
Seasonal Offerings
Set up seasonal or limited-time offerings:- Seasonal Packages: Special packages for seasons
- Availability Dates: When offerings are available
- Pricing Adjustments: Seasonal pricing changes
- Promotions: Special promotional pricing
Integration Settings
Email Integration
Connect and configure email:Gmail Setup
Connect your Gmail account:- OAuth Connection: Secure connection to Gmail
- Account Selection: Choose which account to use
- Permissions: Grant necessary permissions
- Sync Settings: Configure sync preferences
Template Management
Create and manage email templates:- Template Library: Access all email templates
- Create Templates: Build new templates
- Edit Templates: Modify existing templates
- Variables: Use dynamic content in templates
Automated Responses
Set up automated email responses:- Response Rules: When to send automated responses
- Template Selection: Which template to use
- Timing: When to send responses
- Conditions: Conditions that trigger responses
Follow-up Rules
Automate follow-up emails:- Follow-up Triggers: What triggers follow-ups
- Delay Settings: How long to wait before follow-up
- Template Selection: Templates for follow-ups
- Max Attempts: Limit number of follow-ups
Calendar Integration
Connect Google Calendar:Google Calendar Sync
Sync events with Google Calendar:- OAuth Connection: Connect Google Calendar account
- Calendar Selection: Choose which calendar to use
- Sync Direction: Two-way or one-way sync
- Sync Frequency: How often to sync
Availability Settings
Configure your availability:- Operating Hours: When you’re available for events
- Days Off: Days you don’t work
- Blocked Dates: Specific dates to block
- Buffer Times: Time needed between events
Buffer Times
Set buffer times for events:- Setup Buffer: Time needed before events
- Breakdown Buffer: Time needed after events
- Travel Time: Time between locations
- Default Buffers: Default buffer settings
Resource Blocking
Block resources automatically:- Equipment Blocking: Block equipment during events
- Staff Blocking: Block staff time during events
- Location Blocking: Block locations when in use
- Auto-blocking: Automatic blocking rules
Payment Processing
Configure Stripe integration:Stripe Connection
Connect your Stripe account:- Account Connection: Link Stripe account
- Account Selection: Choose which Stripe account
- Test Mode: Enable test mode for development
- Webhook Configuration: Set up webhook endpoints
Payment Terms
Configure payment terms:- Deposit Requirements: Required deposit amounts
- Payment Due Dates: When payments are due
- Late Fees: Late payment fees
- Refund Policies: Refund terms and conditions
Invoice Templates
Customize invoice appearance:- Template Design: Visual design of invoices
- Company Branding: Add your logo and colors
- Field Customization: Add or remove fields
- Payment Instructions: Payment instructions for customers
Refund Policies
Set up refund handling:- Refund Rules: When refunds are allowed
- Refund Timeframes: How long refunds take
- Processing Fees: Fees for processing refunds
- Automation: Automatic refund processing
Best Practices
To effectively configure Cortado:- Complete Setup First: Finish company settings before inviting team
- Use Templates: Create templates for common scenarios
- Test Integrations: Test integrations before going live
- Review Regularly: Periodically review and update settings
- Document Settings: Keep notes on why settings are configured a certain way
- Train Team: Ensure team understands settings and permissions
Dashboard
Return to dashboard overview.