Settings overview

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What you will accomplish

You will follow a clear first-week setup path so your facility’s time zone, payments, messages, portal, team access, and daily operations tools work correctly before customers and staff rely on them. Settings is where you tell Car Storage Software how your facility works. Use this guide when you are setting up a new facility, preparing to invite staff, turning on customer-facing tools, or checking that important business settings are correct. When Settings is set up well, your team can:

• Schedule work in the right time zone.
• Send invoices and collect payments.
• Send emails and text messages from the right business identity.
• Standardize recurring care, checklists, status labels, and bookable facility spaces.
• Invite customers to a portal that looks like your facility.
• Collect signed agreements and customer documents.
• Give staff the right access without exposing private areas.
• Organize leads and customer follow-up.

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Quick start: your first 30 minutes

If you are brand new to the app, do these steps in order before you invite customers or staff. Each step links to a full guide when you need more detail. Open Settings from the dashboard sidebar. Use the Search settings… box or the category list in the middle column to jump to Billing, Team, Branding, and other setup pages. Every settings category appears in the middle column. You do not need to memorize where each option lives—click the category name or search for a keyword.

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How to find any settings page

General is the best first stop: time zone and regional formats affect every calendar, invoice, and customer message.

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What success looks like after your first week

When your first-week setup is done well, you should be able to check these outcomes without guessing:

• Schedule shows appointments in the correct local time zone.
• Customer emails and the portal show your logo and facility name, not a generic label.
• At least one teammate besides the owner can sign in with the right areas—not full admin unless they need it.
• If you bill online, Payments is connected and a test invoice looks correct.
• Your public registration or login link opens in a private browser window and looks ready for customers.

Use the category list on the left side of Settings to move between setup areas during your first week. Finish General and Branding before you send customer-facing links.

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First-week guides (start here)

These eight guides cover the setup most new facilities complete in the first week. Each one focuses on a single outcome so you do not have to read every page at once.

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Best setup order for a new facility

Follow this order if your team is setting up the app for the first time. Each step builds on the one before it.

• Start with General settings so dates, times, addresses, country, and locations are correct.
• Set up Branding so your logo, colors, and facility name look correct on customer pages and emails.
• Set up Billing before your team sends invoices, quotes, recurring charges, or checkout links.
• Set up Communications so emails, texts, review links, and notification defaults work the way your team expects.
• Set up Operations before staff rely on recurring care plans, workflows, custom statuses, bookable amenities, or floor plan tools.
• Set up Contracts before requiring customers to sign agreements or upload important documents.
• Set up Customer onboarding before turning on public registration or required portal setup steps.
• Set up Website & customer app before inviting customers or adding public links to your website.
• Review Team permissions before inviting staff into the dashboard.
• Set up CRM settings so leads, customers, follow-up dates, and customer types are easy to understand.
• Finish with Security settings so sign-in and admin access are safe.

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What each Settings page is for

Your profile is the last item in Settings. Every staff member uses it for their own alerts — not for the facility logo or billing.

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Important words in plain English

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Common setup mistakes to avoid

• Do not invite customers before the portal sections, logo, and billing settings are ready.
• Do not build workflows before the event types they use are correct.
• Do not give every staff member admin access. Most people only need access to the areas they work in.
• Do not send invoices until payment processing, tax settings, and invoice numbering are reviewed.
• Do not copy website links until you confirm the public page or portal page opens correctly.

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How-to guides in this section

• Set up general facility settings — time zone, dates, country, and locations.
• Configure events and schedule settings — services, plans, closed days, and reminders.
• Set up facility branding — logo, colors, facility name, and theme.
• Connect payment processing — Stripe, fees, taxes, and invoices.
• Configure communications — phone, text, email domain, reviews, and alerts.
• Configure operations settings — overview of service plans, workflows, statuses, and amenities.
• Set up vehicle service plans — recurring care packages for stored vehicles.
• Create operations workflows — step-by-step checklists for intake, pickup, and similar jobs.
• Manage custom statuses and amenities — job labels and bookable bays or rooms.
• Configure customer onboarding — public registration form and portal setup steps.
• Configure portal and website — customer app layout, login links, booking box, and public pages.
• Set up printable QR codes — enable the catalog card, then print stable short-link codes for front desk and vehicle cards.
• Connect HubSpot — sign in with HubSpot and keep facility customers in sync. Payments are not required.
• Connect the API — enable the catalog card, create a scoped key, and call /api/v1.
• Connect AI agents (MCP) — OAuth connector for Claude, Cursor, and other MCP clients.
• Manage team permissions — invite staff and choose safe access.
• Configure CRM settings — pipeline stages, customer types, and sources.
• Review security settings — passkeys and access habits.
• Manage your profile and alerts — your photo, phone, event alerts, Face ID, and sign-out.
• Send help and feedback — ask a how-to question, report a bug, or suggest a feature.
• Export your facility data — download cars, contacts, or events as a spreadsheet.

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Quick links by job

• Owner / manager setting up the facility: Start with Set up general facility settings, then Set up facility branding, then Connect payment processing if you bill online.
• Front desk inviting customers: Finish Configure customer onboarding and Configure portal and website before sending public links. See Facility Web Pages. For printed login tents, see Set up printable QR codes.
• Hiring or updating staff: Use Manage team permissions and Review security settings. Each person should also set their own profile and alerts.
• Any staff member who is stuck: Use Send help and feedback instead of guessing.
• Shop floor / operations lead: Use Configure operations settings and Create operations workflows.
• Sales or CRM lead: Use Configure CRM settings.

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Troubleshooting

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What to do next

If this is your first time setting up the app, open the in-app Setup Guide and continue with Set up general facility settings. If your team is already using the app and you need to fix one area, choose the guide that matches your task from the list above.