Company Settings

Company settings define the foundational configuration for your Otesse account. Changes here affect the entire system.

Company Profile

Navigate to Settings > Company to manage:

Company name — Displayed on invoices, emails, and the customer portal
Legal name — Used for tax documents and legal correspondence
Company logo — Displayed in email headers, invoices, and the portal. Recommended size: 200x60px, PNG or SVG
Address — Your primary business address (shown on invoices)
Phone — Main business phone number
Email — Primary contact email for customer-facing communications
Website — Your public website URL
Tax ID — EIN or tax identification number (shown on invoices when applicable)

Business Hours

Set your standard operating hours. These affect:

Default availability for new zones
Customer support availability indicators
Automated notification scheduling (we will not send marketing emails outside business hours)

Configure hours per day of the week with open and close times. Mark days as closed if you do not operate on weekends or holidays.

Operational Settings

Time Zone

Set your primary business time zone. All scheduling, calendar displays, and notifications reference this time zone. If you operate across multiple time zones, each zone can override the default.

Currency

The default currency for all pricing, invoices, and payments. Currently supports USD.

Fiscal Year

Define your fiscal year start month for financial reporting alignment.

Booking Settings

Minimum advance booking — How far ahead customers must book (e.g., 24 hours)
Maximum advance booking — How far ahead customers can book (e.g., 30 days)
Booking confirmation mode — Auto-confirm or require manual approval
Cancellation window — Time before service when free cancellation expires

Invoice Settings

Invoice prefix — Custom prefix for invoice numbers (e.g., "INV" or "OT")
Payment terms — Default payment terms in days (e.g., Net 0 for immediate, Net 30)
Auto-send invoices — Automatically email invoices upon generation
Tax rate — Default tax percentage applied to invoices (can be overridden per zone)

Data Management

Export data — Download your data (customers, bookings, invoices) as CSV files
Audit log — View a chronological log of all settings changes with who made them and when