Table of Contents

App settings

You are here:

These settings control the general behavior of the app. There are several sections for different parts of the app, described below.

App preferences

These settings affect the whole app.

Order contacts by last name: if checked, contacts are ordered by last name everywhere a contact list is shown. If not, they’re ordered by first name.

Date format: chose either MM/DD/YY or DD/MM/YY.

Paper size: used when creating PDFs, it’s either Letter or A4.

Business information

Your business name, e-mail and address. These are printed on your invoices. The e-mail is also used when sending e-mails, either as the sender or as a recipient for some reports.

Invoice and payment preferences

These settings affect invoices and payments.

Default payment type: the method of payment initially chosen when entering a new payment.

Simplify invoice items: if checked, the line items on invoices only show the service description, quantity and total price. Otherwise, the unit price and adjustments are also included.

Default invoice notes: this text is included in the notes of invoices when they’re created.

E-mail me invoice copies: if checked, your business e-mail defined above is added as a CC when e-mailing invoices to contacts.

PayPal and Venmo links: links to your PayPal and Venmo accounts, if any. Usually, for PayPal it is “https://PayPal.me/<your PayPal name>” and for Venmo it is “https://venmo.com/<your Venmo name>”.

Schedule preferences

These options define some of the schedule behaviors.

Week starts on Sunday: if checked, the schedule is arranged from Sunday to Saturday. If not, from Monday to Sunday.

Day starts at: the time your schedule starts. The schedule shows times going from your starting hour until midnight.

Default interval between visits: used as the default time between visits, when scheduling horses.

 

Previous The settings page
Next Appointment types
{"cart_token":"","hash":"","cart_data":""}

Our website uses cookies and thereby collects information about your visit to improve our website. Please see our Privacy Policy page for furher details or agree by either clicking the 'Accept' button or continuing to use the site.

Cookie settings

Below you can choose which kind of cookies you allow on this website. Click on the "Save cookie settings" button to apply your choice.

FunctionalOur website uses functional cookies. These cookies are necessary to let our website work.

AnalyticalOur website uses analytical cookies to make it possible to analyze our website and optimize for the purpose of a.o. the usability.

Social mediaOur website places social media cookies to show you 3rd party content like YouTube and FaceBook. These cookies may track your personal data.

AdvertisingOur website places advertising cookies to show you 3rd party advertisements based on your interests. These cookies may track your personal data.

OtherOur website places 3rd party cookies from other 3rd party services which aren't Analytical, Social media or Advertising.