Business Settings & Account

Fill in your name, contact details, hours and branding so clients see accurate information. Let's get started. First, open Business Details under the Business group. Next, on the Business Profile tab, update your name, description, contact details and opening hours. Then, upload your logo and cover image. Finally, save your changes. Pro tip: Keep your opening hours accurate; clients use them to decide when to book. That wraps up how to complete your business profile. Next, we'll look at how to add and manage branches. If this helped, subscribe for the rest of the Business Settings & Account series.

Add more locations and manage each one's details and hours. Let's get started. First, open the Multi-Branch tab. Next, add a branch with its address and hours. Finally, assign staff and services to the branch. That wraps up how to add and manage branches. Next, we'll look at how to import your data from a CSV file. If this helped, subscribe for the rest of the Business Settings & Account series.

Bring clients, services and more into CariHub from a spreadsheet. Let's get started. First, open Data Management under the Business group. Next, click Import CSV and choose your file. Then, check the Detection Results CariHub shows, and use Re-run Auto-match if columns are matched wrongly. Finally, confirm the import and review Active Transformations. Pro tip: Do a small test import of five rows first. That wraps up how to import your data from a CSV file. Next, we'll look at how to back up and restore your data. If this helped, subscribe for the rest of the Business Settings & Account series.

Take a backup of your business data and restore it if something goes wrong. Let's get started. First, open Data Management. Next, create a backup, or a Custom Backup of just what you need. Finally, use Restore Data to restore from a backup. One thing to watch for: Restoring replaces current data; make a fresh backup first. That wraps up how to back up and restore your data. Next, we'll look at how to check your storage usage. If this helped, subscribe for the rest of the Business Settings & Account series.

See how much storage you have used and what is using it. Let's get started. First, open Storage under the Business group. Next, read the Storage Overview and Per-feature breakdown. Finally, open the Usage tab for the history. That wraps up how to check your storage usage. Next, we'll look at how to export your data. If this helped, subscribe for the rest of the Business Settings & Account series.

Export your data and download it when it is ready. Let's get started. First, open the Exports tab and start an export. Next, wait for the status to show Completed. Finally, download the file from Export history. That wraps up how to export your data. Next, we'll look at how to connect your own storage. If this helped, subscribe for the rest of the Business Settings & Account series.

Use your own S3-compatible storage bucket for your files. Let's get started. First, click Add Storage. Next, enter the Provider *, Endpoint *, Bucket * and your access keys. Finally, choose Set as my default and save. One thing to watch for: Bring-your-own storage needs the Storage module on your plan. That wraps up how to connect your own storage. Next, we'll look at how to read the audit log. If this helped, subscribe for the rest of the Business Settings & Account series.

See who did what and when, for security and accountability. Let's get started. First, open Audit under the Business group. Next, on the Audit Log tab, filter by user, action or date. Finally, click an entry to see the details. That wraps up how to read the audit log. Next, we'll look at how to read the consent audit. If this helped, subscribe for the rest of the Business Settings & Account series.

See the record of client consent, for example for marketing messages. Let's get started. First, open the Consent Audit tab. Next, search for a client. Finally, read what they agreed to and when. That wraps up how to read the consent audit. Next, we'll look at how to see and change your plan. If this helped, subscribe for the rest of the Business Settings & Account series.

See your current CariHub plan and upgrade or change it. Let's get started. First, open My Subscription under the Business group. Next, read your current plan and billing cycle. Then, compare the Available Plans. Finally, choose a plan and follow the steps to change it. That wraps up how to see and change your plan. Next, we'll look at how to add extra modules to your plan. If this helped, subscribe for the rest of the Business Settings & Account series.

Add extra features to your plan without changing plan. Let's get started. First, scroll to Add-on Modules. Next, choose a module and add it. Finally, confirm the new price. That wraps up how to add extra modules to your plan. Next, we'll look at how to update your payment method and read your billing history. If this helped, subscribe for the rest of the Business Settings & Account series.

Update your personal information and see your account types. Let's get started. First, open Profile under My Account. Next, edit Personal Information and your Profile Picture. Finally, read Account Types and Account Information. That wraps up how to update your profile and account type. Next, we'll look at how to deactivate your account. If this helped, subscribe for the rest of the Business Settings & Account series.

Understand what deactivating your account does before you do it. Let's get started. First, open Security and scroll to Danger Zone. Next, read what deactivation means. Finally, use Deactivate Account and confirm with your password. One thing to watch for: Deactivating signs you out everywhere and stops access until reactivated. That wraps up how to deactivate your account. Next, we'll look at how to regenerate or disable two-factor codes. If this helped, subscribe for the rest of the Business Settings & Account series.

Replace your backup codes or turn off two-factor authentication. Let's get started. First, in Security, open Two-Factor Authentication. Next, click Regenerate for new backup codes, or Disable to turn it off. Finally, confirm with your password. One thing to watch for: Old backup codes stop working when you regenerate. That wraps up how to regenerate or disable two-factor codes. Next, we'll look at how to send feedback to CariHub. If this helped, subscribe for the rest of the Business Settings & Account series.

Tell us about a bug, a missing feature or a complaint and follow the reply. Let's get started. First, open My Feedback under My Account. Next, click Submit New Feedback and choose the type. Then, describe what happened and send it. Finally, follow the status: New, In Progress, Awaiting Response, Resolved or Closed. That wraps up how to send feedback to CariHub. If this helped, subscribe for the rest of the Business Settings & Account series.