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Settings

Company and System Settings

3 authors37 articles

Articles

System Settings - Email AddressesHow to connect and test your outgoing email in Sharper for Microsoft 365 (OAuth), Gmail/Google Workspace (App Password), and other SMTP providers, plus how to resolve Failed messages.
System Settings - SeasonsHow to create and manage seasons in System Settings — named date ranges used by seasonal products and rate plans.
System Settings - RolesHow to create and manage roles in System Settings to control which modules and actions each staff user can access.
System Settings - TemplatesComplete guide to Sharper templates: editing, creating, pasting ready-made HTML layouts, assigning templates in Template Settings, and testing before sending to customers.
System Settings - UsersHow to add, edit, deactivate, and delete staff user accounts in Sharper System Settings.
System Settings - Password SettingsHow to configure company-wide password requirements in System Settings, including minimum length, complexity rules, and expiration.
System Settings - Personalization SettingsHow to adjust UI display settings in Sharper, including brightness and contrast options for the back-office interface.
System Settings - Attachment TypesHow to configure attachment types in System Settings, defining the file categories available when adding attachments to reservations, customers, and other records.
System Settings - Product FiltersHow to create and manage Product Filters in System Settings — customer-facing search filters displayed on the online booking portal.
System Settings - MetasHow to create and manage custom data type definitions (Metas) in System Settings, used as the basis for Product Filters on the online booking portal.
System Settings - Collect Documents using E-Sign ContractsHow to use the E-Sign Contracts feature in Sharper to collect electronic signatures on contracts from customers.
System Settings - Bounced Check/ACH Payment ConfigurationHow to configure the GL accounts used when a check or ACH payment is bounced in Sharper.
System Settings - Templates - Updating Template Images and LogosTo update template images navigate to System Settings -> Templates -> Insert Image

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Company Settings12 articlesCompany Settings
System Settings12 articlesSystem Settings
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