Settings
Company and System Settings
32 articles
System Settings - Email AddressesHow to configure and update the email accounts Sharper uses to send and receive messages, including outgoing mail server settings.
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 - TemplatesHow to create, edit, and manage email and print templates in Sharper System Settings.
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
Company Settings
Company Settings
Company Settings - Outlet DefaultsField reference for Company Settings — Outlet Defaults, covering tax rate, payment terms, email receipt toggles, autopay defaults, service fees, meter read settings, gift card GL accounts, and module visibility.
Company Settings - Reservation SettingsField reference for Company Settings — Reservation Settings, covering online booking portal configuration, reservation hold periods, invoice generation rules, and reservation list behavior.
Company Settings - Automatic Email Receipt SettingsLearn how to configure automatic email receipts in Sharper by transaction type, including Point of Sale, CRM, Autopay, Scheduled Payments, Online Portal, and Online Bookings.
Company Settings - Promotional Message for Online BookingHow to set and update the promotional message displayed to customers on the Sharper online booking portal.
Company Settings - PrintersHow to configure receipt and service (kitchen) printers for POS use in Company Settings.
Company Settings - Payment ProcessorsOverview of payment processor configuration in Sharper. Initial setup and credential changes are managed by the Sharper implementation team.
Company Settings - OverviewA guide to all configuration tiles in Company Settings — the central hub for location-level and system behavior settings in Sharper MMS.
System Settings
System Settings
System Settings - Templates Field ReferenceField-by-field reference for the template form in Sharper System Settings — all fields, their purpose, and when to use them.
System Settings - Template Types ReferenceReference guide for every template type in Sharper — what each type does, when it is used, whether it is an email or document type, and whether it supports a…
System Settings - Template Hierarchy and Detail TemplatesHow parent and child templates connect in Sharper — how Detail Templates (child blocks) are selected and rendered within parent email and print templates.
System Settings - Accounting IntegrationSettings reference for Sharper's accounting integration — QuickBooks Online and Sage connection options, item and account mapping, closing date controls, and bounced check journal accounts.
System Settings - Templates - HTML Authoring GuideHow to write and structure HTML inside Sharper email and document templates — editor modes, merge variable syntax, supported elements, and layout best practices.
System Settings - ContractsHow to create and manage contract packages in System Settings for use with E-Sign workflows and reservation attachments.
System Settings - OverviewA guide to all configuration tiles in System Settings — the administrative hub for company-wide settings in Sharper MMS.
System Settings - Sage Intacct IntegrationHow the Sharper MMS Sage Intacct integration works, how to monitor the sync, and best practices for keeping Sharper and Sage in sync.
System Settings - General SettingsField reference for System Settings — General Settings, covering display name format, customer balance handling, payment defaults, analytics visibility, address verification, and deferred income settings.
System Settings - Audit LogsHow to access and use Audit Logs in System Settings — what each log entry records, common uses for investigating changes, and how long entries are retained.
How-To Edit an Email Template in SharperStep-by-step guide to opening, editing, and testing email templates in System Settings.
System Settings - Role Permissions ReferenceThis article documents every permission available in SharperMMS and how they relate to each other.