Organization Setup

Configure your organization profile, settings, and subscription

Complete Organization Profile

Steps

1. Click "Settings" in the sidebar (under the Shared section)
2. Select "Organization" from the settings menu
3. Review and complete your organization details:
   • Organization Name
   • Address: Street, City, State, ZIP
   • Phone Number
   • Email: Main contact email
   • Logo: Upload your company logo (recommended for branding)
4. Click "Save Changes"

Configure Settings

Steps

1. Go to "Settings" in the sidebar
2. Configure preferences:
   • Timezone: Set your local timezone
   • Currency: USD, CAD, etc.
   • Date Format: MM/DD/YYYY or DD/MM/YYYY
   • Email Notifications: Configure when to receive alerts
   • SMS Notifications: Enable SMS alerts (requires phone verification)
3. Click "Save Settings"

Manage Subscription & Billing

Steps

1. Go to "Organization" → "Subscription"
2. View your subscription status:
   • Trial: See days remaining in your 30-day trial
   • Active: View next billing date and amount
3. To upgrade (after trial ends):
   • Click "Upgrade to Pro" or "View Plans"
   • Select your plan
   • Enter payment information
   • Confirm subscription

Pricing Plans

Manage Billing

• Click "Manage Billing" to access Stripe Customer Portal
• Update payment method
• View invoices
• Cancel subscription (access continues until period end)