Agency - Overview

The first thing you should do in the system is to fill in very basic information about your agency.

Go to Settings Agency Overview to fill basic information about your agency.

The information from this settings page is replicated and displayed across various parts of the app, including PDF documents and notification emails.

  • Next step is to fill Invoice address which can be of course different than your office address.
  • Other emails can be setup in Agency settings in System emails section.