Overview

The General Settings page is the central hub for configuring your organization's contact information, branding, and operational details. These settings control how customers see your company across message templates, portals, and communications.

Contact Information Section

The Contact Information section allows you to define how customers can reach your organization.

Company Name

The name of your organization that appears in automated messages, templates, and customer communications. This is how customers will identify your company in all portal interactions.

Company Email

The primary email address customers should use to contact your organization. Ensure this is a monitored email account that can receive and respond to customer inquiries.

Phone Number

The primary contact phone number for your organization. Include the country code for international clarity.

Company Address

Your organization's physical mailing address. Include the complete address with street, city, state, and ZIP code.

Links & Settings Section

This section manages your web presence and operational configuration.

Company Website

The main website URL for your organization. This is displayed in message templates and customer communications.

Portal Domain

The custom domain for your customer-facing support portal. This is the URL customers use to access your support portal. Must be a valid domain or subdomain you control.

Terms of Service Link (Optional)

URL linking to your organization's Terms of Service or FAQ page. This is linked in the Terms of Service section on the checkout page.

Timezone

Your organization's primary timezone for scheduling and time-based operations. Select the timezone where your primary support team operates.

Country

The primary country of operation for your organization. Used for localization and regulatory compliance.

Saving Changes

After modifying any settings on the General Settings page:

1. Make your desired changes in each field

2. Click the "Save Changes" button at the bottom of the page

3. Review the confirmation message to ensure changes were saved successfully

4. Changes typically take effect immediately

To discard unsaved changes, click "Discard Changes"