Business settings
Set your company name, time zone, addresses, contact numbers and sales tax rate, and see your plan limits, from Settings.
Settings holds the facts about your business that the rest of PartyPad reads: your name, your time zone, where the trucks load out, and who the crew calls when something goes wrong. Only roles that can manage the account can open it.
Organization
Organization has three cards.
Organization Settings
- Organization Name: your business name as PartyPad shows it.
- URL Slug: the short name that identifies your account, including the address of your booking page (
/book/your-slug). It's shown for reference and can't be changed here, because your records, logins and booking link all hang off it. If you need a new one, contact support.
Click Save Changes to keep your edits.
Subscription & Limits
Shows your Current Plan, its status, how many Team Members it allows, and your Users count against that limit. Click Upgrade Plan to change plans. See Plans and billing.
Danger Zone
Close account shuts your account down. You type the organization name to confirm. PartyPad cancels your subscription right away, signs out everyone on the account, office and crew, and takes your booking page offline. The sign-in page tells them the workspace was closed.
Your orders, customers and records are kept, not deleted. To reopen the account, email support@gopartypad.com. A reopened account starts on the Free plan; upgrade again from Billing. If billing can't be cancelled at that moment, the account stays open and you see a message saying so. Try again, or contact support.
Business Information
Business Information is one form with a single Save Business Information button at the bottom. Fields marked * are required.
Regional Settings
- Timezone: pick your local time zone. PartyPad uses it for the times it writes into notices, such as the times in the route summaries your drivers receive, and to decide when your crew's quiet hours are on.
- Currency and Locale are fixed at US dollars and US English.
Mailing Address
Your business mailing address: Street Address, an optional second line, City, State and ZIP Code.
Headquarters Address
Where delivery drivers pick up and return inventory. Tick Same as mailing address if they are the same place. Otherwise enter the yard or warehouse address.
Contact Information
- Support Phone Number: the number contractors call for support.
- Emergency Contact Number: the number for when something goes wrong on a job.
- Support Email Address.
- Company Description (Optional): a sentence or two about your business.
- Sales Tax Rate (%): the default tax rate for your orders. It starts at 8.25, so change it if your rate is different. Your booking page also asks you to confirm the rate in its own settings before it can go live. See Booking page setup.
Company Vehicles
The trucks and trailers your crew drives. Click + Add Vehicle, fill in Make, Model and License Plate (and optionally Year, Color, VIN and Notes), and click Save Vehicle. Vehicles save on their own, separately from the rest of the form. Use Edit or Remove on a vehicle in the list to change it. See Vehicles and mileage.
When you're done with the rest of the form, click Save Business Information. A green message confirms the save.
Other settings sections
- Contractor Vehicles: personal vehicles your contractors registered in the crew app. See Vehicles and mileage.
- Integrations: QuickBooks Online and webhooks. See QuickBooks Online and Webhooks. For notifications, sign-in and exporting your data, see Notification settings, Security and sign-in and Data and privacy.