Editing Business Details

Here you will find out how you can edit your Business and Branch Details (if more than one) in Pointa including how to upload a logo.

Business Details

Go to Settings > Business.

Complete the main business information:

  • Legal name

  • Trading name

  • Structure

  • Tax registered

  • Tax number, if applicable

Add the contact details:

  • Contact name

  • Email

  • Phone

  • Website

Add the address details:

  • Street

  • Suburb

  • City

  • Post Code

  • State

  • Country

To upload a logo, use the Logo section and select Add or Change. The logo must be an image file and must be under 5MB. You can also remove an existing logo.

The logo is used in customer-facing areas where Pointa displays business branding. It is used for online bookings, customer emails, invoices, and printed/exported invoice or gift card PDFs. If no logo is uploaded, Pointa shows the business name instead.

Scroll to the bottom and select Save changes.

 

Branch Details

Go to Settings > Branches & Registers.

A branch is the business location Pointa is operating from. Most businesses will only have one branch.

Use the menu button in the top right of the branch card and select Edit Branch to check or update the branch name, address, and contact details.

Branch details override the main business details. If branch-specific details are left blank, Pointa uses the business defaults instead. This applies to branch contact/address information used in places such as online booking branch details, invoice PDFs, and customer emails.

For example, if the branch phone number is blank, Pointa uses the business phone number. If the branch address is filled in, that branch address is used instead of the business address. This is also where registers are created, which is covered below.

 

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Appointment Book Settings