Set up your business profile and currency

Add your logo and contact details, and set the timezone and currency every booking, estimate and invoice will use.

Settings › Business Profile

Your business profile is what customers see on your booking page, estimates, invoices and emails. The regional settings decide how times and money are shown everywhere, so set them before you add services or take bookings.

Business details

  1. Open Settings from the sidebar and choose Business Profile.
  2. Upload your Business Logo. A square or wide logo on a transparent or white background works best on documents.
  3. Check Business Name, Business Owner Name, Business Email and Business Phone. The business email is where customer replies and owner alerts go.
  4. Add a Business Description, your Primary Industry, and your address: Street Address, Unit/Apt, Country and City.
  5. Add a Tax ID / VAT Number and your Website if you want them on documents.
  6. Save.

Settings, Business Profile. These details appear on your booking page, estimates and invoices.

Regional settings

SettingWhat it controls
TimezoneThe times shown on your calendar, booking slots, reminders and emails.
Primary CurrencyThe currency for prices, estimates, invoices and payments. Set it before connecting a payment gateway.

Regional Settings sit below your address: Timezone and Primary Currency.

Analytics and tracking (optional)

If you use Google Tag Manager, paste your GTM Container ID (it looks like GTM-XXXXXXX). Servetic then sends booking and payment events to your own container, including from the form embedded on your website.

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