Setting up your general information

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:

    1. Click the App Drawer button .
    2. In the App Drawer, click Setup.
    3. On the Setup menu, click Business.
    4. On the Business menu, click General Information.
    5. Make changes to the general information settings, as required. For details, see the following table.
    6. Click Save.

    General information settings

    NameDescription
    Business IDThe 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 nameThe name of your business. This name will be displayed across WellnessLiving.
    Business typeThe 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 numberThe main phone number for your business. Each location can have its own phone number.
    AddressThe street address for your main business location or company headquarters. Each location can have its own street address.
    CityThe 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/ProvinceThe 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.
    CountryThe 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 CodeThe 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 addressSet 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.
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