Account Information Settings Overview
POSaBIT's portal is a powerful and useful tool that is built to help you monitor and control everything that is taking place in your store. The Account Information settings page is where you set all the important account information, such as store name, region(state), timezone, add a logo, status of the store, premium features, and more.
Follow the steps below to locate your venue's Account Information settings:
- Login to the POSaBIT web portal
- Select Account Information found under the settings drop-down located at the top of the screen
Settings
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General
- Name: Name of Venue
- Safe Name:
- Category: Store, Dispensary, Other
- Timezone
- Logo: Upload your company logo to appear in the upper left corner of your portal
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Status
- Is Active: If Venue is De-Activated, Active Terminals will not be added to billing
- Is Demo: If Venue is Demo, Active Terminals will not be added to billing
- Medical Only: If venue is Medical Only, all customers must have a Medical ID.
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Premium Features
- Daily Debit: Ignore this setting unless otherwise stated from your POSaBIT support agent
-
Customers
- Telephone Number: Store phone #
- Referral Sources: List out all referral sources that customers could refer to when creating a new customer profile.
