How to Setup your company

How to Setup your Company

1) Setup Company Logo, Favicon & Login image

Select Settings from Super Admin Settings:

This will take you to the Super Admin Settings page:

On the Super Admin Settings page you can change the Icons:

  • Favicon – this is the small icon that shows in the  left corner of browser tabs 
  • Company Logo – this is your logo that shows on the top-left of every page
  • Login Page Image – this is the image that shows on your login page {yourcompany-name}

2) Setup Your Location

Select Locations from the left-column menu.

You will go to the Locations page. Here you will already have Default Location setup, this is automatically setup when your account was created. You need to edit this default location to add your own details.

Edit Default Location – You can edit it by selecting the action button in the Action  Column. This will allow you to edit Location Information or add/edit Additional Location Information:

i) Location Information – you need to edit this for your company:

  • Name – the name of your location/company. This is the name that is used in the rest of the system, eg transaction emails, customer form header, etc.
  • Address – the address of your location/company. This will be used in the footer of transaction emails.
  • Head of Location – name of your staff, used internally only.
  • Reply to Email Address – this will be used as the “Reply To” email address in transaction emails.
  • Survey Link – this is used in transaction emails when you insert the variable {survey_link}
  • Mail Banner – this image is used as the header image in transaction emails.
  • Mail Logo – this image is used in the footer image in transaction emails.
When you Save Changes your location will be visible on the Locations page.

ii) Additional Location Information – you need to add this additional new information via the dropdowns that are available depending on the module that your company has access to.

        Available for all Modules

  • Locations Users – this dropdown allows you to add the modules that each User has access to. You need to first add a user (see next step Setup Users), and then give them access to certain modules. This allows you to have Users with different fuctions, eg Checkout Staff will have access to the Invoice module, Marketing Staff will have access to the Email Marketing module, etc.
  • Locations Social Media – here you can add your social media accounts, they will be displayed in the footer of all the  Transaction Emails you send.

3) Setup Users

Select Manage Users from the left-column menu.

You will go to the Create/Edit User page. Here you can Add a New User or Edit an Existing User.

a) Add a New User – You can add a new user  by selecting the new user button in the top-right . You can then add the relevant User Information:

  • First Name
  • Last Name
  • Phone Number – you can include country code like +12 or like (12)
  • Role – this is the role that you wish to set for the user. Choose Admin or Manager from the drop-down menu.
  • Location Access – this is the location that you are giving access to the user.
    • Add location – click inside the field to display the locations that have already been setup.
    • Remove location – click the x to the left of the location name.
Screen Shot 2022-06-30 at 09.39.51

b) Give the User access to the modules – go back to the previous step 2) Setup Your Location, and edit your location to add the modules that each User has access to.

Flexibility with User Access!

This feature allows you to have Admins with different access to different modules, eg Admin with access to Invoice module, Admin with access to Email  Campaign module, etc.

4) Setup Customer Form

The system holds the following core data for all customers, and it is automatically setup when a new  company is created:

  • First Name
  • Last Name
  • Company Name
  • Date of Birth
  • Phone number 
  • Nationality
  • Country of Residence
  • Gender
  • Marital Status
  • Email address


This core data is easily accessed for each customer below their profile  picture on the main Customer Management page.


If you want to add Other Information for your customers and/or information for Family Members then you can do this via Customer Form from the left-column menu.

Both the Other Information for customers and Family Member data is easily accessed on the main Customer Management in tabs on the right-hand side.

For further details about Customer Form, please see our two user guides:

  1. How to Add a Form for Other Information (if enabled for your company)
  2. How to Add a Form for Family Data

5) Add Categories and Products & Services Items

Products & Services – These are the items that you offer/provide to your customers, and is a core part of the system.

  • When customers checkout your staff will need to add Products & Services to keep a history of what the customer has bought. You can view this history directly on the Customer Management page.
  • If you are using the Loyalty System Module: you can assign a point-value to some/all of your Products & Services, allowing your customers to accumulate points with their purchase(s). You can then add Items/Gifts they can swap for points on their next visit/purchase.
  • If you are using the Invoice Module: you need to add the Products & Services in order to produce the invoice and process payments.
  • If you are using the Email Marketing Module: you can create automatic emails that will continually be sent to those customers that have purchased Product A in order to promote Product B.

Categories – These are groups of Products & Services. For example:

  • a tour company might group their Products & Services as Land Tours, Water-based Tours, and Place Tickets. 
  • a coffee shop might group their Products & Services as Coffee, Snacks, Teas, Other Drinks.

You will first need to setup your categories, and then add your Products & Services to each Category.

Easy Checkout Process – We have made the Checkout Screen very visual and easy to use.


Having this Category/Products & Service structure provides a number of benefits:

  • it makes it easier for your staff to select them at checkout,
  • it avoids a long list of items on the screen,
  • it allows you to put the most frequent products/services in the left column for easier access.

1. Add Categories 


2. Add Products & Services 


– initial customer upload
– define Tiers & points
– define Issuable Items
– define Categories of Issuable Items (to make it easy to display Issuable Items)
– define Redeemable items (eg free gifts)
– setup Transaction emails

6) Invoice Module

– Currency list
– Invoice settings