Location Settings

Location Settings is an important area to become familiar with when you are first starting out with Kindertales CRM+. The Location Settings page is found by clicking the gear icon next to the Location drop-down list in the upper left corner of your account or if you are using one of the recommended Companion interfaces the Location Settings is accessible by going to Settings > Location.

The Location Settings page is where you will create new Locations and manage existing Locations. Each tab within Location Settings will allow you to set important default information and choose specific options for managing the Location. For example, to create a new Location click “New Location”.

Description

In the Description tab you can edit the Location name, whether the Location is public or hidden, enter in your PayPal ID for transactions within this Location and upload a specific logo to be used within the Location’s features.

Location Logo

You can upload your own Location’s logo by going to the Location Settings page. In the Description tab, you will see the area to upload your own logo. Make sure to save your changes.

The Location Logo will appear on CRM generated invoices/quotes, the Location’s public website along any purchase receipts and confirmations created as a result of a store purchase from your public website.

Once you have uploaded the logo and click “Save Changes”.

Group Types

You can set the Location type for any Location by going to Location Settings. Location types will create specific event types and even booking calendars based on which one you choose.

Email Options

In the Email Options tab you will set up your email default information like the physical address associated with your email broadcasts (a requirement to ensure your emails are compliant with federal and international laws) and the designs for your profile update/unsubscribe pages.

Event Options

In the Event Options tab you can choose when event reminder emails are sent out for the events in this Location, add additional CSS to customize your calendar, and choose an email address to receive the event attendance summary report by default.

Lead Visibility

In the Lead List Visibility tab you will determine which Lead data fields users with restricted shared access or members of an interactive Location are allowed to view.