Settings

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Settings Overview

Settings is where you configure how Cortado works for your business. The Settings area is organized into six domain groups, each focused on a different part of your operation: Open Settings from the main navigation to see all six groups. Each group has its own sub-sections accessible from the left sidebar.

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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
• 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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Terms & Conditions

Create a set of clauses customers see when reviewing quotes and invoices on the customer portal. Each clause has a title and content, and clauses can be reordered to control display order.

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Billing

Manage your Cortado Pro subscription. View your current plan, see payment history, upgrade or change plans, and access the Customer Portal to update payment methods.

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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 title and roles at any time, or remove them from the organization.

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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 for more granular access control.

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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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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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Tip Selector

Customize the tipping experience on the customer portal:

• Which tip percentages appear
• The default option
• Whether a custom amount is allowed
• A personalized message for customers who choose not to tip

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Communications

Email, calendar, notifications, and inquiry form settings at Settings > Communications. The area is organized into four groups in the left sidebar.

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Email Setup

How email leaves your organization, configured in one place:

• Connect Gmail — link a Gmail account via OAuth to send from your Google address. When you first connect Gmail, it’s automatically set as the default sender; users can also link their own accounts and the org marks one as the default for system emails.
• Email Domain — verify a custom domain through Resend to send outbound mail from any address @your-domain. Once verified, Resend takes precedence over Gmail for sending.
• Email Inbox — add MX records to enable inbound email routing for your verified domain.

See the Email Integrations guide for full coverage of Gmail and Resend domain setup.

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Templates

The reusable copy that powers your outbound email:

• Email Templates — drafts your team can pull into user-composed messages.
• System Emails — customize the subject line and body of Cortado’s automated emails (New Inquiry, Quote Sent, Invoice Sent, Payment Receipt, Payment Processing, Payment Failed, Refund Processed). Edit with a rich-text editor and use the inline variable picker to insert customer name, event date, totals, and other dynamic values. The branded layout stays intact; you control the words. See the Marketing guide for details.
• Quote Templates — define reusable quote structures per event type, with default line items, base rates, and hourly rates. When you create a quote, templates matching the event type are auto-applied to pre-fill the quote. See the Quote Templates guide for details.

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Calendar & Notifications

• Calendar — after Gmail is connected, choose which Google Calendar Cortado syncs your events to. Events created or updated in Cortado are automatically pushed to the selected calendar in the background.
• Notifications — configure scheduled email summaries (daily, weekly, or monthly) covering upcoming events, pending tasks, stale leads, and pending payments. Add extra recipients to keep other team members in the loop. See the Notifications guide for details.

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Inquiry Forms

Five sub-sections manage your embeddable lead capture form:

• Embed Form — copy the embed code for your website in multi-step or single-page mode
• Form Options — drag to reorder which add-on items appear on the form
• Customization — tailor the form’s look and feel to match your brand
• Google Analytics — set your Google Tag (analytics) ID and optional Google Ads conversion label
• Unavailable Dates — block dates the form should not let customers request

See the Forms guide for details.

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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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Slack

Connect a Slack workspace via OAuth to receive new inquiry notifications in the channels you choose. Pick one or more channels from a searchable list (including private channels). A live preview shows how the notification will appear.

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Best Practices

1. Start with Company — set your organization name, contact email, address, and logo first so downstream features (Stripe, quotes, invoices) have your branding ready.
2. Connect Gmail before Calendar — Google Calendar sync requires a connected Gmail account.
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.
5. Customize System Emails — the default copy is generic; a few personal touches on New Inquiry and Quote Sent emails go a long way.
6. Review Notifications quarterly — as your business grows, the right cadence for summaries and alerts often changes.