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Business Settings

Optimizing Your Business Settings: Updating Company Information, Linking Stripe Portal, and Managing Terms and Conditions

Maintaining accurate business information and providing a seamless user experience are essential for running a successful platform. In this guide, we'll walk you through how to use the Business Settings page to update your company name and address, link to your Stripe portal for transaction and payout management, and control the terms and conditions agreement presented to users during the sign-up process.

Here's what you'll learn in this guide:

  1. Navigating the Business Settings Page: Get an overview of the Business Settings page and its various components, including updating company information, linking your Stripe portal, and managing terms and conditions.
  2. Updating Your Company Name and Address: Learn how to change your company name and address, ensuring that your platform displays the most up-to-date information for your users.
  3. Accessing the Stripe Portal: Discover how to link your Stripe portal for quick access to transactions, payout schedules, and other payment-related data from within your platform.
  4. Managing Terms and Conditions: Find out how to customize the terms and conditions agreement that users see when signing up for a membership, as well as how to send it via email and display it on the receipt view.
  5. Saving and Applying Changes: Learn how to save and apply changes made in the Business Settings page, ensuring that all modifications are reflected across your platform.

By the end of this guide, you'll have a thorough understanding of how to effectively use the Business Settings page to maintain accurate company information, manage your Stripe portal, and control the terms and conditions agreement for your platform. With this knowledge, you'll be able to create a professional and user-friendly experience for your members while ensuring compliance with your business requirements. Let's get started on optimizing your Business Settings!

Tutorials

Stripe Portal

Edit Business Information

Edit Terms and Conditions for Memberships