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Settings

Business Details

Configure your company information, branding, business hours, and global email footer.

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Business Details stores the core information about your business. This data is used across the platform - in email footers, booking pages, invoices, documents, and other client-facing materials.

Agency Information#

Enter your business name, legal business name, industry, phone number, email address, website, and physical address.

Your business address is required for email compliance. It is automatically included in the footer of marketing emails to meet CAN-SPAM requirements.

Business Hours#

Set your standard operating hours for each day of the week. Business hours are used as defaults for:

  • Appointment availability on booking pages
  • Workflow timing constraints (send messages only during business hours)
  • SLA tracking (business hours mode)

Branding#

Upload your company logo and set your brand color. These are applied to:

  • Booking pages
  • Forms
  • Email templates
  • Client-facing documents
  • Invoices and estimates

The global email footer is appended to all outbound marketing and campaign emails (sent via SendGrid or Postmark). It is separate from your personal email signature, which only applies to Gmail messages.

  1. Navigate to Settings > Business Details
  2. Scroll to the Global Email Footer section
  3. Edit the HTML content in the editor
  4. Preview your footer in the live preview panel
  5. Click Save

Your footer should include an unsubscribe link for compliance. Use the {{unsubscribe_link}} placeholder in your footer HTML - it will be replaced with the actual unsubscribe URL when the email is sent. You can also use the {{preference_center_link}} placeholder to link to the subscription preference center.

Default footer template:

<div style="margin-top:32px; padding-top:16px; border-top:1px solid #eee; font-size:12px; color:#666; text-align:center;">
  <p>Your Company Name | 123 Main St, City, State ZIP</p>
  <p>You are receiving this email because you opted in.</p>
  <p><a href="{{unsubscribe_link}}" style="color:#666;">Unsubscribe</a></p>
</div>
  • If your email body already contains an unsubscribe link, the global footer is not appended (to avoid duplication)
  • If no global footer is configured, a minimal auto-generated footer with your business address and an unsubscribe link is added automatically
  • The footer does not apply to Gmail emails (those use your personal email signature) or transactional system emails

You can reset to the default template at any time using the Reset to Default button.

Opt-out Markers (Required for Transactional Mail)#

Transactional mail (invoices, receipts, password resets, booking confirmations) must carry your business address but must not carry an unsubscribe link. To make that split work, the footer uses two markers to gate the opt-out block. Anything wrapped in {{unsubscribe_start}} / {{unsubscribe_end}} is included on marketing sends and stripped from transactional sends.

<div style="margin-top:32px; padding-top:16px; border-top:1px solid #eee; font-size:12px; color:#666; text-align:center;">
  <p>Your Company Name | 123 Main St, City, State ZIP</p>
  {{unsubscribe_start}}
  <p>You are receiving this email because you opted in.</p>
  <p><a href="{{unsubscribe_link}}" style="color:#666;">Unsubscribe</a></p>
  {{unsubscribe_end}}
</div>

A footer with no markers is treated as "the whole footer is opt-out language" and dropped from transactional mail entirely, which means your invoices, receipts, and password resets go out with no address block at all - a CAN-SPAM problem in one direction and a support headache in the other. Both Reset to Default and Import Business Details now write the markers, and the editor shows a warning when what is saved will produce nothing on transactional mail.

⚠️ Every footer configured before the 5.7.0 update is in this state. Open Settings → Business Details → Global Email Footer, wrap your opt-out language in the markers, and re-save. The default template above shows the correct placement.

  • Email Signature - Personal signature for Gmail messages (per-user)
  • Integrations - Configure email providers (Postmark, SendGrid)
  • Campaigns - Send marketing emails that use the global footer
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