Company settings
Company settings hold the details and defaults for your whole company. Registers, emails and the signup form read them.
Select Module Settings, then Company Settings. Change the sections you need, then select Submit at the bottom of the page.
Result: Swimio shows Company updated successfully.
Basic Information
Section titled “Basic Information”| Field | Required | What it is for |
|---|---|---|
| Name | Yes | Your company name. At least 3 characters. |
| Description | No | An internal note to help you tell companies or divisions apart. |
Business Information
Section titled “Business Information”Swimio uses these details in emails and SMS.
| Field | Required | What it is for |
|---|---|---|
| Name | Yes | Your business name. |
| Yes | Your business email address. | |
| Phone | Yes | Your business phone number. |
| Website | Yes | Your website. Start it with http:// or https://. |
| Shop URL | No | The shop link in emails and SMS. Start it with http:// or https://. |
| Terms and Conditions URL | No | The signup form links to this page. Leave it empty and the signup form shows the words with no link. |
Billing Information
Section titled “Billing Information”| Field | Required | What it is for |
|---|---|---|
| Billing Email | No | Swimio sends accounts emails here, such as when an offer is confirmed or a student is finishing. |
| Billing Phone | No | Your billing phone number. |
If no billing information is provided then business information will be used instead.
| Field | Rules |
|---|---|
| Logo | JPG or PNG, up to 500KB. Best size: 300 x 75 pixels. |
| Small Logo | JPG or PNG, up to 500KB. Best size: 300 x 300 pixels. |
| Favicon | The small icon in the browser tab. An ICO file, up to 100KB. Best size: 128 x 128 pixels. |
System Configuration
Section titled “System Configuration”-
Maintenance Email (required): while a register is in maintenance mode, every email it would send to account holders goes to this address instead. A register can set its own address. See Set up a register.
-
Minimum age to add a student: a student younger than this cannot be added, in signup or by staff. Choose an age from the list, such as 2 years, or choose System default to follow Swimio’s default of 2 years.
-
Signing in as an account holder:
- Tick Email the account holder when a member of staff signs in as them to email the account holder each time.
- Notify this address: Swimio emails this address every time a staff member signs in as an account holder. Leave it empty to email nobody.
Booking Window Defaults
Section titled “Booking Window Defaults”A booking window decides how long a register keeps accepting new students (Enrollment) and new classes (Class creation). It counts from the register’s first session. These defaults apply to Term and Crash Course registers. A Perpetual register never closes.
For each window, set:
- Number: how long, for example 14.
- Unit: Days or Hours.
- Direction: Before first session or After first session.
Leave the Number empty and choose System default to use Swimio’s defaults:
| Register type | Swimio default for both windows |
|---|---|
| Crash Course | Closes 3 days before the first session. |
| Term | Closes 30 days after the first session. |
A value you set here is used for both register types. A register can still set its own window, which wins over this default.
Working Days
Section titled “Working Days”Tick the days of the week your company runs classes. A new register starts with these days ticked. Changing them does not change any register or class that already exists.
Common problems
Section titled “Common problems”| Problem | Why it happens | What to do |
|---|---|---|
| Swimio says a website address is not valid | The address does not start with http:// or https://. |
Add https:// at the start. |
| A booking window error shows | A Number is set without a Direction, or a Direction without a Number. | Set both, or clear both to use the system default. |
| A change to working days did not change a register | Working days only set the starting days of new registers. | Change the class days on the register itself. |