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Company Settings Page

Configure company details, branding, billing, security, and customer settings all in one place.

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

πŸ”” Feature Update as of Sept 2025

Facilities can now upload a Booking Contract Image that displays at the top of all booking contracts instead of the company logo.


πŸ“ Overview

From the Company Settings tab, you can add or modify such things like your Company Name, Contact info, Facebook page, Company Logo, a Welcome Email for any customers creating a new account, or even set the Date and Time format for the whole company. From the Location tab, you can modify the Contact info for each location you have if you have more than one listed.


πŸ“ Where

The Company Settings page can be found by pressing "Admin," from the top menu bar.


πŸ”‘ Authorization

Only Employees with a Role that includes the "Company Account Settings" Authorization will be able to access this page.


πŸ› οΈ Setup

This page has different tabs/sections on the left hand side (Company, Member App, Location, Kiosk & Check-in, Blackout Dates, External Links, Security and Payment Types when enabled).

🏒 Company Information

Click the arrow to learn how to update Company Information

  • This is where you can update your Company Name, and Website link.

  • Custom Background Image (Customer Login Page)

    • Upload an image to display as the background on your customer login page.

      πŸ“£ Want full setup details?

  • Booking Contract Image

    • Upload a company-wide image that appears at the top of all booking contracts (replaces the company logo).

    • Recommended: horizontal orientation, white background, minimum size 200Γ—100.

    • After upload, a Preview Image button and Remove option appear.

    • The form autosaves automatically after uploadβ€”no need to click Save.

    • Removing the image will revert back to showing the company logo.

  • Color Theme: Select a color scheme for the entire company to use by default. Each employee can change what their personal theme is from their User profile.

  • Admin date/time format: You can adjust the default date or time settings for employees and customers. All new employees created will have these settings. The individual employee's profile settings will override the company settings established here, if they prefer the other format.

  • You can add a URL link to your Credit Card Privacy & Refund Policy so that it has to be confirmed when customers checkout online.

  • Select the default view for the point of sale, calendar, and the program roster pages.

  • Show Upcoming Registrations before the General Online start date so that your customers can look ahead to what is coming.

  • Enable GIS allows use of a Geographic Information System map. You can create resident boundaries to determine whether individuals are eligible for Resident Status pricing.

  • Process payment schedules and membership renewal will let you enable or disable "arenabot" which processes scheduled payments and auto-renew memberships.

  • Send email to customer when scheduled payment is declined. Having this toggle on is a great way to automatically communicate with your customers when there is an issue with a scheduled payment so they can hopefully fix the problem on their own.

  • Allow Payments, Invoices, & credits across locations. Some may choose to keep the books separated for a multi location company. This toggle helps facilitate this.


πŸ‘₯ Customer Settings

Click the arrow to learn how to configure Customer Settings

  • Member Card Type can use either the formatting options built into Dash or get set up through JollyPrint, a third party vendor.

  • Membership Reminders and Schedule Reminders can be sent to customers by Email and/or SMS Text.

    • Email Reminders for Memberships expiring will be sent to customers with a valid primary email address. The email reminders are sent out by default around 2 days prior to expiration date.

    • Email Reminders for events will be sent to rostered players and assigned customers for events that have a valid email addresses and family members that are directly linked to the player.

    • The email reminders are sent out by default around 2 days prior to the event at 3am PST.

    • Text reminders are sent to those customers that have subscribed to receive text messages for the facility. The mobile carrier must be filled out in order for this to work. The text message for the game reminder will also be sent out 2 days prior but will be sent out around noon.

    • You can choose to change the default time of "2 days prior" to the event.

  • Waiver Reminders can be sent to those customers that have a waiver expiring in the future.

    • Once this toggle is turned on, there is an option to choose how many days prior the reminder will be sent out to re-sign their waiver.


πŸ“± Customer Portal (aka Member App)

Click the arrow to learn how to configure the Customer Portal

  • Learn how to Add a Logo by checking out our article "Adding Company logo" which appears during your customer's Online experience.

  • The new Member App has the ability to select company Brand Colors to match the website for a more streamlined experience for your customer.

  • This is where you can update your Online Support Email, and Online Support Phone. This will be the primary point of contact when customers submit a Contact Us form. Providing this information will allow your customers an easy way to send an inquiry or interest.

  • Limit Season View Days allows you to select the number of days ahead of time seasons appear online in the Member App or if it is blank, they will appear immediately (registration period in season settings will not be overruled)

  • You can set a Welcome Email template that will be sent when customers create an account online.

  • Registration Countries: What countries you could potentially have customers registering from so their country will appear in the drop down during account creation.

  • Enable new Member Experience toggle to use the most up to date Member App.

  • Display Facility Calendar and Leagues section Online. Some customers may choose not to show these options to their customers.

  • Enable online account creation

  • Prevent suspended customers from logging into their Member App account while serving a suspension.

  • Enable account credit use for Dash Member App toggle allows them to use available credits to purchase things online

  • Registration: You can choose whether you want your customers to enter in their birthdate when they are creating an account Online or in the Kiosk. When this is turned off, it is an optional field for adults and they can "opt out".

  • Program Finder Options: You can select which filters you display on your Program Finder on the old version of the Member App.

  • Communication Preferences: Choose whether you want to adjust the text a customer sees when opting in to the communication preferences while creating a new account.


🏬 Location

Click the arrow to learn how to configure Location details

  • Information: location contact info (Name, phone, email contact, website, and physical address)
    ​

  • Calendar Interval can be set to 15, 30 or 60 minutes.

  • Start/End time for the default hours the admin calendar will display.

  • Time Zone: the location's time zone.

  • Tax ID can be included on invoice receipts.

  • Quick Cash Limit: non-generic customer transactions can be purchased instantaneously with cash

  • ​Gratuity Product: set a product to enable adding gratuity on an invoice.


βš™οΈ Location Settings Options

Click the arrow to see available Location Settings options

  • Use location phone email

  • Show Location Online

  • Automatically add the fee or membership associated to a team, class, or camp to the cart

  • Location Active

  • Email Receipt checked by default on checkout


πŸ–₯️ Kiosk & Check-in

πŸ”” Alert Settings

Click the arrow to learn how to manage check-in alert sounds

You can turn on audio alerts for customer ID card check-ins.


πŸ› οΈ Kiosk Settings

User-added image

πŸ§‘β€πŸ’Ό Admin Check-in Settings

User-added image

πŸŽ’ Class and Camp Check-in

User-added image

⛔️ Blackout Dates

Set blackout dates on the facility calendar to prevent scheduling events during those times.


πŸ”— External Links

Click the arrow to learn how to add External Links to your Tools page

Links to outside websites can be added to your Tools page in the system. That way users can quickly access external company resources while logged in from any device. The Link Names are selectable from the Global Search.

πŸ“£ Want to learn more about this feature?


πŸ”’ Security

πŸ” Password Settings

Click the arrow to learn how to configure Password Settings and policies

The Password Policy option allows you to be PCI Compliant if you would like to prompt your Users to update their password every 90 days. Other (non PCI Compliant) options include a prompt to change their password every 365 days or to never prompt them.
​
Another option is to require a more strict password policy for all staff. This includes the following:

  • Password Complexity: Password must be a minimum of 8 characters and include at least one uppercase letter, lowercase letter, number and symbol

  • Password Re-use: Password must be different than the previous 8 passwords

  • Login Account Freeze: After 5 unsuccessful login attempts, the account will be frozen for 30 minutes (admins can manually unfreeze the account from the user page)

  • Unused Account Disabling: User accounts will have login disabled when not accessed in 90 days for existing users or 15 days for new users (admins can manually enable the account from the user page).

πŸ“£ Want to learn more about this feature?

πŸ›‘οΈ MFA Login Settings

Click the arrow to learn how to enable and manage MFA for logins

If Twilio is being used for the company, a multi factor authorization can be turned on for Users to login into the system.

πŸ“£ Want to learn more about this feature?

πŸ–ΌοΈ Framing Websites

Click the arrow to learn how to allow approved sites to frame Dash

This is a security feature for customer protection that prevents the "bad guys" from framing Dash. If you have any websites that need to frame Dash, you can add them here.

πŸ“£ Want to learn more about this feature?

πŸ“œ Admin Access Whitelist

Click the arrow to learn how to restrict Admin access by IP address

πŸ”‘ This feature must be turned on by a staff member at Dash. Send an email to: [email protected]

Once it has been turned on, you will be able to enter specific IP addresses that can have access to the Admin site.


πŸ’³ Payment Types

Click the arrow to learn how to enable and manage Payment Types

πŸ”‘ This feature must be turned on by a staff member at Dash. Send an email to: [email protected]

Once this feature has been turned on, a new tab will appear in the Company Settings section on the left hand side.

πŸ“£ Want to learn more about this feature?


🧾 Billing

Click the arrow to learn how to configure Company Billing

The Billing tab controls how your company manages their default billing behaviors, stored payment methods, and account payment policies.

πŸ“£ Want to learn more about this feature?


πŸ’‘ Pro Tips

  • ⚠️ Keep your reply-to email up to date to avoid missed customer responses.

  • 🧠 Use a high-resolution logo so it looks sharp on receipts and online pages.

  • πŸ’¬ Regularly review hours and blackout dates to prevent scheduling issues.

  • β›” Enable MFA login for all admins to improve account security.

  • πŸ“Œ Test branding and kiosk updates in Customer View before finalizing changes.


❓ Frequently Asked Questions (FAQs)

Click the arrow to view frequently asked questions

Can I use multiple logos?

Click the arrow to see the answer

No, only one logo can be uploaded at a time. Update the file if your branding changes.

Do Company Settings changes update instantly?

Click the arrow to see the answer

Yes, changes take effect immediately across the software.

Where does the reply-to email apply?

Click the arrow to see the answer

It applies to all customer-facing communications, including confirmations and receipts.

Who can edit Company Settings?

Click the arrow to see the answer

Only admins with the correct permissions can make changes.

How do I find the Location ID for a specific location?

Click the arrow to see the answer

Go to Admin > Company Settings, then click the Location tab and select the Location you want at the top of the page.

Scroll to the bottom of the pageβ€”look at the URL displayed in your browser. The number at the very end of that URL is the Location ID. You don’t need to open the link; just note the number.

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