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SettingsOverview

Settings

Settings is where you configure your shop. Most of it is admin-only; everyone can manage their own profile and theme.

What lives in settings

  • Organization & company profile — your shop name, logo, and the address and contact details that print on quotes and invoices. See Company & organization.
  • Price matrices — build a decoration grid so quotes price themselves by quantity, colors, and location. See Price matrices.
  • Stripe Connect — connect your bank to accept payments. See Stripe Connect.
  • Billing & subscription — your plan, trial, and invoices. See Billing & subscription.
  • Invoice statuses — build your own pipeline. See Workflow & statuses.
  • Fee presets — reusable charges for quotes. See Fees & fee presets.
  • Integrations — QuickBooks, Printavo, and product catalogs. See Integrations.
  • Storefront — turn the public store on and grab its URL. See Storefronts.
  • Customer import/export — bulk-load or download your customers. See Customers.
  • AI assistant usage — your daily Shop Assistant meter. See The AI Shop Assistant.
  • Quote disclaimer — custom text for the bottom of your quotes.
  • Profile & theme — your account and light/dark mode (available to everyone).

Admin-only sections are hidden for managers and workers. Profile and theme are always available. See Roles & permissions.

Where to go next