> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your facility profile

> Confirm your facility name, branding, time zone, and regional settings so customers and staff see the right information everywhere.

Use this guide when you are setting up a new facility workspace or checking that customers will see the right business name, logo, dates, and times.

Part of the [Getting started](/docs/getting-started) path for new facilities. For the full first-week plan, see [Getting started overview](/docs/basics/overview).

<Tip>
  **Did you already use the onboarding wizard?**

  The **Facility** step in [Complete the onboarding wizard](/docs/basics/complete-the-onboarding-wizard) saves name, address, logo, and colors in one pass. Use this guide when you need to review or change those details later in Settings.
</Tip>

Your facility profile is spread across two settings pages — **Branding** (name, logo, colors) and **General** (time zone, date format, country). Keeping both accurate helps customers trust emails, invoices, and portal pages.

## What you will accomplish

You will review **Branding** and **General** settings, save any needed changes, and know what to check next before inviting customers.

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-branding-settings.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=3a2a5b73245d426e869c22327d074843" alt="Settings Branding page showing Basic Branding with facility name, app name, and logo upload areas" width="1440" height="900" data-path="images/basics/facility-branding-settings.webp" />
</Frame>

*Start in [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) for your public facility name, app name, and logo.*

## Before you start

* You need permission to edit facility settings (usually a team admin).
* Have your correct **facility name** and **logo** file ready (PNG or JPG).
* Know your facility **time zone** and how your team writes dates (for example May 19, 2026 vs 19 May 2026).
* If you are unsure what customers should see, ask the facility owner or manager first.

## Part 1 — Set name, logo, and colors (Branding)

Branding controls how your facility **looks** to customers — name, logo, and theme colors on emails, invoices, the customer app, and booking widgets.

<Steps>
  <Step title="Open Settings">
    In the left sidebar, click **Settings** near the bottom.

    **Expected result:** You see a list of settings pages such as Branding, General, Team, and Billing.

    <Frame>
      <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-settings-menu.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=af6c0fe10084b734e2484aaae6ee38c7" alt="Settings page showing a menu of facility configuration options including Branding, General, Website, Team, and Billing" width="1440" height="900" data-path="images/basics/facility-settings-menu.webp" />
    </Frame>

    *Settings is where owners configure the whole facility. **Branding** and **General** are the two pages this guide covers first.*
  </Step>

  <Step title="Open Branding settings">
    Click **Branding** in the settings menu.

    Or open [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) directly.

    **Expected result:** The page title is **Branding** and you see a **Basic Branding** section.
  </Step>

  <Step title="Check the facility name">
    Confirm the **Facility name** is written the way customers should see it on invoices and emails.

    **Tip:** Use your public business name, not an internal nickname.

    **Expected result:** Customer-facing pages show the correct business name.
  </Step>

  <Step title="Check the app name (optional)">
    The **App name** is the short label customers may see on a phone home screen. Many facilities use a shorter version of the full name.

    **Why this matters:** A clear short name helps customers recognize your app icon among other apps.
  </Step>

  <Step title="Upload or replace your logo">
    Use **Upload** under **Light Mode logo** (and **Dark Mode logo** if you have one).

    Choose a clear, square image your customers already recognize. PNG or JPG files usually work best.

    **Expected result:** A logo preview appears in the rounded square. If upload fails, try a smaller file (under 2 MB) or a different browser.

    **Why this matters:** Your logo appears on customer emails, invoices, and the portal. A recognizable image builds trust before customers ever visit your building.
  </Step>

  <Step title="Review theme colors">
    Scroll to theme color options if your facility uses custom brand colors. Match your approved brand when possible.

    **Why this matters:** Theme colors appear on customer-facing pages, booking widgets, and the customer app preview. Consistent colors help customers recognize your business.

    <Frame>
      <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-branding-theme-colors.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=371c986a995e13d2e50fab3578835bf4" alt="Branding settings page scrolled to theme color pickers and preview areas" width="1440" height="900" data-path="images/basics/facility-branding-theme-colors.webp" />
    </Frame>

    *Theme colors live on the same [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) page as your logo. Save after you adjust colors.*
  </Step>

  <Step title="Save your branding changes">
    Scroll to the bottom of the Branding page and click **Save** (or **Save changes**).

    **Expected result:** A short success message appears. The logo preview and facility name stay visible when you refresh the page.

    **Why this matters:** Unsaved changes disappear if you navigate away. Always save before you open another settings page.
  </Step>
</Steps>

<Note>
  **Branding vs Website settings**

  **Branding** is how you look (logo, colors, names). **Website & customer app** ([Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website)) controls which sections customers see and public links. Set branding first so previews look correct.
</Note>

## Part 2 — Set time zone and regional formats (General)

General settings control how **dates, times, addresses, and country** appear across the dashboard — not your logo or public name.

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-general-settings.webp?fit=max&auto=format&n=JR8mbbyqpigpoy1I&q=85&s=d1734c6a5efae52d180304a29e2d75c4" alt="Settings General page showing Timezone and Regional Settings, Date and Time Format, and country options" width="1440" height="900" data-path="images/basics/facility-general-settings.webp" />
</Frame>

*Open [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general) for time zone, date format, and country. These affect every calendar and timestamp.*

<Steps>
  <Step title="Open General settings">
    Go to [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general).

    **Expected result:** The page title is **General**.
  </Step>

  <Step title="Set your time zone">
    In **Timezone & Regional Settings**, choose the time zone your team uses for normal work (for example Eastern, Pacific, or your local zone).

    **Why this matters:** A wrong time zone makes appointments look early or late on the Schedule and in customer reminders.
  </Step>

  <Step title="Set date and time formats">
    Pick how dates and clock times should display — for example 12-hour with AM/PM or 24-hour clock.

    **Expected result:** New events and messages use formats your team expects.
  </Step>

  <Step title="Confirm country and address format">
    Set **Country / Region** and address format to match where your facility operates. This keeps addresses readable and helps vehicle lookup tools when your country uses them.
  </Step>

  <Step title="Save your general settings">
    Click **Save** at the bottom of the General page.

    **Expected result:** Your time zone and date format are stored for the whole facility. New appointments on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) use these formats.

    For field-by-field help, read [Set up general facility settings](/docs/settings/set-up-general-facility-settings).
  </Step>
</Steps>

## Part 3 — Confirm customers will see the right details

After you save Branding and General settings, take two quick checks so you know the public side looks correct.

<Steps>
  <Step title="Open the Setup Guide and refresh">
    Go to [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding/v2). Click through any incomplete step card if Getting Started tasks still look incomplete.

    **Expected result:** Tasks such as facility name, logo, and time zone show as complete when the app detects your saved settings.
  </Step>

  <Step title="Preview the customer portal or website (optional)">
    If your manager has enabled the portal, open [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) and use any preview or public link shown there.

    **Why this matters:** Branding errors are easier to fix now than after customers receive their first invoice email. Check that your **facility name** and **logo** match what you saved on the Branding page.
  </Step>

  <Step title="Send yourself a test message (optional)">
    When [Communications](https://www.carstoragesoftware.com/dashboard/settings/communications) is configured, send a test email or text to your own phone. Confirm the facility name and logo match what you saved.

    **Expected result:** The message shows your business name — not a generic system name.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/carstoragesoftware/YaZhPyY4b9Fq3hyS/images/basics/setup-guide.webp?fit=max&auto=format&n=YaZhPyY4b9Fq3hyS&q=85&s=e190fb335fa8f879881a4b961451f606" alt="Setup Guide page showing Setup Progress after branding and general settings are saved" width="1440" height="900" data-path="images/basics/setup-guide.webp" />
</Frame>

*Return to [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding) and click the refresh icon in **Setup Progress** to confirm Getting Started tasks show as complete.*

## What to check after saving

* Open [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding/v2) and refresh progress if a branding or general task is listed there.
* Review [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) if customers will use the portal or public pages.
* Review [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) before sending invoices or collecting payments.
* Send yourself a test email or open a customer portal preview to confirm the name and logo look correct.

## Common mistakes to avoid

<Warning>
  **Looking for the facility name on General settings**

  The **facility name and logo** live on [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding), not General. General is for time zone and regional formats only.
</Warning>

<Warning>
  **Do not use a personal email for public contact**

  Use a shared business email on customer-facing settings when your facility collects one. Personal inboxes create confusion when staff are out of office.
</Warning>

<Tip>
  **Do not guess your time zone**

  If you are unsure, ask your manager before saving. Wrong time zones are one of the most common causes of “my appointment time is off by an hour” support questions.
</Tip>

## Troubleshooting

<Warning>
  **I cannot open Settings**

  Ask a facility owner to confirm your role in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team). Only some teammates can edit facility-wide settings.
</Warning>

<Note>
  **My logo upload fails**

  Try a smaller PNG or JPG file. If it still fails, ask your manager to try from another computer or contact support.
</Note>

<Note>
  **Customers still see old branding**

  Messages or pages sent **before** you saved may still show older details. New emails and new portal visits should use the updated branding.
</Note>

## Quick checklist before you invite customers

* **Facility name** on [Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) matches what customers expect on invoices and emails.
* **Logo** preview looks clear on the Branding page (not stretched or blurry).
* **Time zone** on [General](https://www.carstoragesoftware.com/dashboard/settings/general) matches where your team works day to day.
* **Date format** on General matches how your staff reads calendars and reports.
* You clicked **Save** on each page you changed.

## What to do next

After your facility profile looks correct, continue with [Use the Create event home page](/docs/basics/use-the-create-event-home) or [Prepare your first customer and car](/docs/basics/prepare-your-first-customer-and-car).

New to the app? The short path is [Getting started](/docs/getting-started). For the full first-week plan, read [Getting started overview](/docs/basics/overview).

For the full settings path, read [Settings overview](/docs/settings/overview).


## Related topics

- [Getting started overview](/docs/basics/overview.md)
- [Getting started](/docs/getting-started.md)
- [Prepare your first customer and car](/docs/basics/prepare-your-first-customer-and-car.md)
- [Set up general facility settings](/docs/settings/set-up-general-facility-settings.md)
- [Set up your facility name, logo, and colors](/docs/settings/set-up-facility-branding.md)


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