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 - https://app.posabit.com
- Select Account Information found under the settings drop-down located at the top of the screen
Settings
- General
- Name: Name of Venue
- Display Name: The name you refer to this store as
- Safe Name:
- Legal Entity: The legal name of the business
- Primary Email: The email of the primary user
- Category: Store, Dispensary, CBD Store, Other
- Slug: Used in the URL for a POSaBIT ecommerce menu
- Timezone
- Logo: Upload your company logo to appear in the upper left corner of your portal
- 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 a venue is Medical Only, all customers must have a Medical ID.
- 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.
- POSaBIT Loyalty Options: Enable these flags based on your ideal loyalty setup
- POSaBIT Loyalty: Track Loyalty Points
- POSaBIT Loyalty: Track Employee Loyalty Points
- POSaBIT Loyalty: Use Pre-Tax Amount for Loyalty Points
For additional assistance please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM
