General Preferences

The general preferences consist of various settings that were not enough to warrant their own setting page.  They are still quite important to how your account works.  

Leads
The first section primarily applies to leads.  Your account by default is set to the most typical way users want these set.  The most commonly changed setting in this is the Lead Page Report.  Everyone likes to see different information in the leads list, and we make it possible for you to customize it to your liking with this setting.  It's a bit more of an advanced setting because building reports requires some knowledge of how the system works, so I don't recommend doing this on your first day.  But when you are ready to make these changes, go to the Reports setting page and make a report and name it something applicable so you can then find it later.  Then come back to this page and choose it as the leads page report.  Once you do, this report will control the columns, grouping, and sorting of the leads page when you visit it.  Of course on the leads page you can always override, but this will be come the default.  

Reviews
The reviews section is not required, but it can be very useful.  We have a default Thank You email that you can enable to send to any of your customers post event.  By using this reviews section, you can alter where they go when clicking the stars in the email to review your service.  See the below video for more information.  

High Winds
We are the only software company for events that will monitor wind speeds of every event you do and can alert you and/or the customer via email, text, and/or phone.  The alerts can be turned on at the Alerts setting page.  

Staff
The staff section is meant for setting up how your staff charges are estimated for quotes and checking out on your website.  

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