You must set up the general information for your business, such as your business name, business type, and address.
In this article:
To set up your general information:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Setup. You can filter the list by entering Setup into the Search field.
- On the Setup menu, click Business.
- On the Business menu, click General Information.
- Make changes to the general information settings, as required. For details, see the following table.
- Click Save.
General information settings
|Business ID||The identification number for your business within WellnessLiving. This ID cannot be changed. To copy the ID to your clipboard, click the Copy to clipboard button .|
When contacting WellnessLiving’s support team, you must have your business ID with you.
|Legal business name||The name of your business. This name will be displayed across WellnessLiving.|
|Business type||The type of business you run. You can only choose one business type, so select the most appropriate option. The business type determines some features that are made available within WellnessLiving. For more information, see Changing the Business Type.|
|Phone number||The main phone number for your business. Each location can have its own phone number.|
|Address||The street address for your main business location or company headquarters. Each location can have its own street address.|
|City||The city in which your main business location or company headquarters is located. Each location within your business can have its own city. Enter the name of a city in the field and select it from the list.|
|State/Province||The state or province in which your main business location or company headquarters is located. Each location within your business can have its own state or province. Enter the name of a state or province in the field and select it from the list.|
|Country||The country in which your business is located. This information determines where your business locations can be situated. Be sure to choose the correct country because this affects your business’s currency as well as the cities that are populated by the system.|
|ZIP / Postal Code||The zip code or postal code for your main business location or company headquarters. Each location can have its own zip or postal code.|
|Use a different shipping address||Set the Use a different shipping address option to ON to enter the address used to ship items to your business. For example, if you purchase hardware from WellnessLiving, the items you purchase will be shipped to the address you enter here.|