Organization settings control your business profile and how information appears in communications with contacts.
Accessing Settings
- Go to Account → Organization
- View and edit your organization settings
Organization Profile
Organization Name
Your business name appears:
- In the dashboard header
- In emails to contacts
- On public signup and status pages
Contact Information
| Field | Used For |
|---|---|
| Reply-to address on automated emails | |
| Phone | Displayed on status pages |
Tip: Use a monitored email address. Contacts may reply to automated emails.
Address
Enter your organization’s address:
- Street Address
- City
- State
- Zip Code
This information can be displayed on public-facing pages.
Organization Profile
Regional Settings
Timezone
Set your organization’s timezone for:
- Correct timestamps on entries
- Accurate scheduling for reminder emails
- Proper date/time display throughout the app
Available timezones:
- Eastern Time (ET)
- Central Time (CT)
- Mountain Time (MT)
- Pacific Time (PT)
- Alaska Time (AKT)
- Hawaii Time (HT)
Regional Settings
Branding
Customize how your public signup and status pages look.
Brand Color
Set a custom color for the header and buttons on your:
- Public signup form
- Waitlist status page
- Email notifications (welcome, reminder, and position update emails)
- Click the color swatch to open the color picker
- Choose your brand color or enter a hex code
- Click Save Changes
Branding
Hex color code (e.g., #4A90D9)
Tip: Use your organization's brand color for a consistent experience when contacts join or check their status.
Saving Changes
Each section has its own Save Changes button:
- Make your changes in a section
- Click Save Changes for that section
- You’ll see a confirmation message
Entry Type
Your organization’s entry type determines how waitlist entries are structured:
- Child/Student with Parent/Guardian — For daycares, preschools, schools, camps
- Individual/Patient/Client — For healthcare, housing, general services
Note: Entry type is set when you create your account and cannot be changed afterward. Contact support if you need to change your entry type.
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