Bank Holidays
Choosing whose bank holidays your business keeps, and how they show on the planner and Team › Availability.
Read article: Bank HolidaysOrganisation Information help
Help for Organisation Information in Work Planner.
Articles
Bank and Payment Details
How bank fields and VAT settings work, including what to complete, what can be left blank, and where those details matter later.
Read article: Bank and Payment DetailsBranding and Business Details
How to manage business wording, address details, contact information, address lookup, your logo, and the brand colours, fonts and social links your designs use.
Read article: Branding and Business DetailsWorking Days and Non-Working-Day Job Handling
How the Working Days card controls active days, planner hours, and what happens when work falls on a non-working day.
Read article: Working Days and Non-Working-Day Job HandlingOrganisation Information Screen
A tour of the Organisation Information screen's tabs, from working days and terminology to bank details, VAT, your financial year, and branding, and how changes save.
Read article: Organisation Information Screen