Settings

In Settings you set what My customers uses across the whole module: the plans, the text of the messages, the expiry reminders, the ways your customers pay you by hand and the gateways to get paid online. Open it from the top menu, in the briefcase icon , with the Settings option.

Boxes at the top

• Customers, plans and items: how many records you use, your limit and how many are left. The limits are explained in My customers.
• Payment supports: the space the supports attached to payments take up against the space you have. See Payments.
• Setup assistant: opens the assistant to go over the currency, the plans and the payment methods again. It only shows if you can update the settings.

Tabs

• Plans: the rates you reuse when you create subscriptions. See Plans.
• Templates: the text of the messages your customers get (expiry reminder, payment received and service suspended) and of the pages they see when they pay. See Message templates.
• Reminders: how many days before or after the expiry date your customers are notified and through which channels. See Expiry reminders.
• Payment methods: the ways your customers pay you by hand (cash, transfer, deposit), which your team picks when it registers a payment. See Payment gateways and methods.
• WhatsApp templates: which template of your WhatsApp Business account each message uses and which data goes into each variable. See WhatsApp templates.
• Payment gateways: your default currency, the email that gets a copy of each payment notice and your Bold, ePayco and PayPal accounts to get paid online. See Payment gateways and methods.

Who can use it

• The Plans tab shows with the privilege of the Plans page, and the other tabs with the one of Settings. Someone with only one of them sees only those tabs.
• With View you can look at the settings; changing them takes Update on that page. See User groups.

Articles in this section

• Setup assistant
• Plans
• Message templates
• Expiry reminders
• Payment gateways and methods
• WhatsApp templates