> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your facility profile

> Confirm your facility name, branding, time zone, and regional settings so customers and staff see the right information everywhere.

Use this guide when you are setting up a new facility workspace or checking that customers will see the right business name, logo, dates, and times.

Part of the [Getting started](/docs/getting-started.md) path for new facilities. For the full first-week plan, see [Getting started overview](/docs/basics/overview.md).

> [!TIP]
>
> **Did you already use the onboarding wizard?**
>
> The **Facility** step in [Complete the onboarding wizard](/docs/basics/complete-the-onboarding-wizard.md) saves name, address, logo, and colors in one pass. Use this guide when you need to review or change those details later in Settings.

Your facility profile is spread across two settings pages — **Branding** (name, logo, colors) and **General** (time zone, date format, country). Keeping both accurate helps customers trust emails, invoices, and portal pages.

## What you will accomplish

You will review **Branding** and **General** settings, save any needed changes, and know what to check next before inviting customers.

![Settings Branding page showing Basic Branding with facility name, app name, and logo upload areas](https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-branding-settings.webp?fit=max\&auto=format\&n=JR8mbbyqpigpoy1I\&q=85\&s=3a2a5b73245d426e869c22327d074843)

*Start in [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) for your public facility name, app name, and logo.*

## Before you start

* You need permission to edit facility settings (usually a team admin).
* Have your correct **facility name** and **logo** file ready (PNG or JPG).
* Know your facility **time zone** and how your team writes dates (for example May 19, 2026 vs 19 May 2026).
* If you are unsure what customers should see, ask the facility owner or manager first.

## Part 1: Set name, logo, and colors (Branding)

Branding controls how your facility **looks** to customers — name, logo, and theme colors on emails, invoices, the customer app, and booking widgets.

**1. Open Settings**

In the left sidebar, click **Settings** near the bottom.

**Expected result:** You see a list of settings pages such as Branding, General, Team, and Billing.

![Settings page showing a menu of facility configuration options including Branding, General, Website, Team, and Billing](https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-settings-menu.webp?fit=max\&auto=format\&n=JR8mbbyqpigpoy1I\&q=85\&s=af6c0fe10084b734e2484aaae6ee38c7)

*Settings is where owners configure the whole facility. **Branding** and **General** are the two pages this guide covers first.*

**2. Open Branding settings**

Click **Branding** in the settings menu.

Or open [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) directly.

**Expected result:** The page title is **Branding** and you see a **Basic Branding** section.

**3. Check the facility name**

Confirm the **Facility name** is written the way customers should see it on invoices and emails.

**Tip:** Use your public business name, not an internal nickname.

**Expected result:** Customer-facing pages show the correct business name.

**4. Check the app name (optional)**

The **App name** is the short label customers may see on a phone home screen. Many facilities use a shorter version of the full name.

**Why this matters:** A clear short name helps customers recognize your app icon among other apps.

**5. Upload or replace your logo**

Use **Upload** under **Light Mode logo** (and **Dark Mode logo** if you have one).

Choose a clear, square image your customers already recognize. PNG or JPG files usually work best.

**Expected result:** A logo preview appears in the rounded square. If upload fails, try a smaller file (under 2 MB) or a different browser.

**Why this matters:** Your logo appears on customer emails, invoices, and the portal. A recognizable image builds trust before customers ever visit your building.

**6. Review theme colors**

Scroll to theme color options if your facility uses custom brand colors. Match your approved brand when possible.

**Why this matters:** Theme colors appear on customer-facing pages, booking widgets, and the customer app preview. Consistent colors help customers recognize your business.

![Branding settings page scrolled to theme color pickers and preview areas](https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-branding-theme-colors.webp?fit=max\&auto=format\&n=JR8mbbyqpigpoy1I\&q=85\&s=371c986a995e13d2e50fab3578835bf4)

*Theme colors live on the same [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) page as your logo. Save after you adjust colors.*

**7. Save your branding changes**

Scroll to the bottom of the Branding page and click **Save** (or **Save changes**).

**Expected result:** A short success message appears. The logo preview and facility name stay visible when you refresh the page.

**Why this matters:** Unsaved changes disappear if you navigate away. Always save before you open another settings page.

> [!NOTE]
>
> **Branding vs Website settings**
>
> **Branding** is how you look (logo, colors, names). **Website & customer app** ([Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website)) controls which sections customers see and public links. Set branding first so previews look correct.

## Part 2: Set time zone and regional formats (General)

General settings control how **dates, times, addresses, and country** appear across the dashboard — not your logo or public name.

![Settings General page showing Timezone and Regional Settings, Date and Time Format, and country options](https://mintcdn.com/carstoragesoftware/JR8mbbyqpigpoy1I/images/basics/facility-general-settings.webp?fit=max\&auto=format\&n=JR8mbbyqpigpoy1I\&q=85\&s=d1734c6a5efae52d180304a29e2d75c4)

*Open [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general) for time zone, date format, and country. These affect every calendar and timestamp.*

**1. Open General settings**

Go to [Settings > General](https://www.carstoragesoftware.com/dashboard/settings/general).

**Expected result:** The page title is **General**.

**2. Set your time zone**

In **Timezone & Regional Settings**, choose the time zone your team uses for normal work (for example Eastern, Pacific, or your local zone).

**Why this matters:** A wrong time zone makes appointments look early or late on the Schedule and in customer reminders.

**3. Set date and time formats**

Pick how dates and clock times should display — for example 12-hour with AM/PM or 24-hour clock.

**Expected result:** New events and messages use formats your team expects.

**4. Confirm country and address format**

Set **Country / Region** and address format to match where your facility operates. This keeps addresses readable and helps vehicle lookup tools when your country uses them.

**5. Save your general settings**

Click **Save** at the bottom of the General page.

**Expected result:** Your time zone and date format are stored for the whole facility. New appointments on [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) use these formats.

For field-by-field help, read [Set up general facility settings](/docs/settings/set-up-general-facility-settings.md).

## Part 3: Confirm customers will see the right details

After you save Branding and General settings, take two quick checks so you know the public side looks correct.

**1. Open the Setup Guide and refresh**

Go to [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding/v2). Click through any incomplete step card if Getting Started tasks still look incomplete.

**Expected result:** Tasks such as facility name, logo, and time zone show as complete when the app detects your saved settings.

**2. Preview the customer portal or website (optional)**

If your manager has enabled the portal, open [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) and use any preview or public link shown there.

**Why this matters:** Branding errors are easier to fix now than after customers receive their first invoice email. Check that your **facility name** and **logo** match what you saved on the Branding page.

**3. Send yourself a test message (optional)**

When [Communications](https://www.carstoragesoftware.com/dashboard/settings/communications) is configured, send a test email or text to your own phone. Confirm the facility name and logo match what you saved.

**Expected result:** The message shows your business name — not a generic system name.

![Setup Guide page showing Setup Progress after branding and general settings are saved](https://mintcdn.com/carstoragesoftware/YaZhPyY4b9Fq3hyS/images/basics/setup-guide.webp?fit=max\&auto=format\&n=YaZhPyY4b9Fq3hyS\&q=85\&s=e190fb335fa8f879881a4b961451f606)

*Return to [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding) and click the refresh icon in **Setup Progress** to confirm Getting Started tasks show as complete.*

## What to check after saving

* Open [Setup Guide](https://www.carstoragesoftware.com/dashboard/onboarding/v2) and refresh progress if a branding or general task is listed there.
* Review [Settings > Website & customer app](https://www.carstoragesoftware.com/dashboard/settings/website) if customers will use the portal or public pages.
* Review [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) before sending invoices or collecting payments.
* Send yourself a test email or open a customer portal preview to confirm the name and logo look correct.

## Common mistakes to avoid

> [!WARNING]
>
> **Looking for the facility name on General settings**
>
> The **facility name and logo** live on [Settings > Branding](https://www.carstoragesoftware.com/dashboard/settings/branding), not General. General is for time zone and regional formats only.

> [!WARNING]
>
> **Do not use a personal email for public contact**
>
> Use a shared business email on customer-facing settings when your facility collects one. Personal inboxes create confusion when staff are out of office.

> [!TIP]
>
> **Do not guess your time zone**
>
> If you are unsure, ask your manager before saving. Wrong time zones are one of the most common causes of “my appointment time is off by an hour” support questions.

## Troubleshooting

> [!WARNING]
>
> **I cannot open Settings**
>
> Ask a facility owner to confirm your role in [Settings > Team](https://www.carstoragesoftware.com/dashboard/settings/team). Only some teammates can edit facility-wide settings.

> [!NOTE]
>
> **My logo upload fails**
>
> Try a smaller PNG or JPG file. If it still fails, ask your manager to try from another computer or contact support.

> [!NOTE]
>
> **Customers still see old branding**
>
> Messages or pages sent **before** you saved may still show older details. New emails and new portal visits should use the updated branding.

## Quick checklist before you invite customers

* **Facility name** on [Branding](https://www.carstoragesoftware.com/dashboard/settings/branding) matches what customers expect on invoices and emails.
* **Logo** preview looks clear on the Branding page (not stretched or blurry).
* **Time zone** on [General](https://www.carstoragesoftware.com/dashboard/settings/general) matches where your team works day to day.
* **Date format** on General matches how your staff reads calendars and reports.
* You clicked **Save** on each page you changed.

## What to do next

After your facility profile looks correct, continue with [Use the Create event home page](/docs/basics/use-the-create-event-home.md) or [Prepare your first customer and car](/docs/basics/prepare-your-first-customer-and-car.md).

New to the app? The short path is [Getting started](/docs/getting-started.md). For the full first-week plan, read [Getting started overview](/docs/basics/overview.md).

For the full settings path, read [Settings overview](/docs/settings/overview.md).


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