The General Settings page allows you to set up your account's overall settings. There are a number of different sections to explore, so be sure to scroll through the full page and click Save at the top when you are ready!
Company Settings
Here you can enter your company Name, Email address (where notifications and customer replies will go to), your Website, Phone, and Address:
Social Media
Add your business social media handles and this information will be added to widgets across Punchpass to help your customers connect with your business.
Standards and Formats
Here you can select the date and clock format and language for your public-facing pages.
We'll also display your time zone here, but if you need to make a change to this, please reach out in the chat or email us at [email protected].
Changing the Currency of Your Business
When selling with Stripe, Punchpass will automatically use the currency of your payout bank account being used with Stripe.
If you're not using Stripe, you're welcome to adjust your currency in Punchpass at any time by visiting Manage > Settings > General Settings, and setting the preferred currency for Punchpass to use.
Please review your public Purchase a Pass page to confirm the correct currency is being used.
What if the Currency Displayed on the Public Pages Doesn't Match Your Preferences?
If you notice the currency displayed on your public pages in Punchpass doesn't match your preferences, a couple of quick changes in Stripe will set things in order.
For example, you see your public schedule displays prices in Euros, but you'd prefer to operate in SEK.
Here's what to do:
In Punchpass select the preferred currency: From Manage > Settings > General Settings, and select your preferred Stripe currency.
In Stripe, you'll need to change the default currency of your business. If you navigate to your Stripe Dashboard > Settings > Business, you can make this change by adjusting the default currency for your business bank account.
Once you've changed the currency in Stripe, please contact Punchpass Support. Our team will review the setting changes and refresh the connection to Stripe on our end for you.
Membership and Attendance Settings
If you wish to mark all non-Stripe memberships as paid automatically, or set attendance to be marked automatically, you can turn those on here. Check out our linked overviews on those features for more detailed information about how they can work for you!
Dashboard Widgets
On your Home page, we can display some at a glance data that you can click to go into the report quickly! Toggle them on or off for your preferred display:
Additional Company Settings
Additional options you can set for tracking purposes!
Showing the health status for the instructor taking attendance: This can be helpful for instructors to be able to make modifications for clients.
Tracking payments for passes sold: Allows you to assign a pass as unpaid and invoice a customer, as well as access the Payment Not Received report.
Attributed Revenue
Attributed Revenue allows you to set a revenue estimate for unlimited passes while they are still active. Here you can determine if you want to include no-shows in the calculations for reports and set the default amount. Learn more about the Attributed Revenue feature here!
