Organization Settings Accessing Settings General Integrations SMTP (Email) Payment Gateways SMS Service Manager Service Requests Customer Relations Tickets Finance Taxes Invoices Event Messages Opening Hours Tips

Organization Settings

Configure your organization's profile, integrations, and feature settings.

Accessing Settings

Click your organization name in the sidebar, then select Organization Settings.

Looking for billing? Subscription, seats, and Stripe portal management live on the Plans & Billing page (/billing), not in this settings panel.

General

Basic organization information:

Setting Description
Name Organization name (required)
Logo Your organization's logo (displayed in the app and on the marketplace)
Theme Color Primary brand color used across the app and your marketplace listing
Industry Required — your business sector
Type Freelance, Corporation, LLC, Partnership, Sole Proprietorship, Non-profit, or Other
Size Approximate headcount (1–10, 11–50, 51–100, etc.)
About Rich-text description shown on your marketplace profile
Contact Info Phone, email, website
Location Country, state, address, city, zip
Currency Default currency for pricing (overrides the country default if set)

Integrations

Connect external services:

SMTP (Email)

Configure custom email sending so transactional emails (invitations, invoice notifications, etc.) appear from your domain. Includes host, port, username, password, encryption, from-address/name, and reply-to-address/name.

Payment Gateways

Accept payments via:

  • Paystack — Public and secret keys
  • Stripe — Public and secret keys
  • PayPal — Client ID and secret

Choose which gateway is the default for new invoices.

SMS

Send text messages via:

  • Arekesel — API keys
  • Twilio — SID and auth token

Service Manager

Service Requests

Setting Description
Request ID Prefix Text before request IDs (e.g., "REQ")
Request ID Format Auto-increment, random, or custom
Create Tasks from Requests Automatically create tasks when requests are made

Customer Relations

Tickets

Setting Description
Ticket Number Prefix Text before ticket numbers
Ticket Number Format Auto-increment or random
Create Tasks from Tickets Automatically create tasks for new tickets

Finance

Taxes

Setting Description
Tax Enabled Turn tax calculations on/off
Default Tax Rate Percentage applied to taxable items
Pre-Tax Levies Additional charges before tax (percentage or fixed)

For Ghana, common levies like NHIL, GETFUND, and COVID-19 are pre-configured.

Invoices

Setting Description
Invoice ID Prefix Text before invoice numbers
Invoice ID Format Auto-increment, random, or custom
Allow Backdating Permit setting past issue dates
Payment Methods Available payment options (Cash, Bank Transfer, etc.) — gateways you've configured are listed by default
Default Notes Standard notes on invoices
Default Terms Standard terms and conditions

Event Messages

Customise the messages shown to clients (and used in notifications) when key events fire:

  • New Service Request — message used when a request is created

Opening Hours

Set your business hours — these appear on your Marketplace company profile.

  • Always Open (24/7) — toggle to skip the schedule entirely
  • Weekly Schedule — add one or more time slots per day (e.g., 09:00–13:00, 14:00–17:00)
  • Holiday Exceptions — specify date overrides (YYYY-MM-DD for one-off, MM-DD for yearly recurring); each can be marked closed all day or have its own opening/closing times

Tips

  • Industry is required — it drives the starter content we seed for new orgs and powers industry filters in the marketplace.
  • Logo and theme color are also used on PDF invoices and the Client Portal, so spending a minute on branding pays off.
  • Email and SMS gateway credentials are stored encrypted; only owners should have access to organization settings.