Settings Management Features

The ServiceEZ platform includes a comprehensive settings management system that allows users to configure various aspects of their account and application. This guide will walk you through the key functionalities and how to use them effectively.

Key Features

• General Settings: Manage company information, contact details, and application preferences.
• User Preferences: Customize personal settings such as theme and notification preferences.
• Payment Settings: Configure Stripe payment settings.
• Email Settings: Set up email configurations including SMTP details for notifications.

User Guide

Accessing the Settings Page

1. Log in to the ServiceEZ platform with your credentials.
2. Navigate to the settings section to view and update your settings.

General Settings

• Company Name: Enter the name of your company.
• Contact Email: Provide an email address for contact purposes.
• Currency: Select the currency used for transactions.
• Preview Hide on Builder: Toggle the option to hide previews on the service builder page.

User Preferences

• Theme: Choose between light, dark, or system theme.
• Email Notifications: Enable or disable email notifications for updates.

Payment Settings

• Stripe Publishable Key: Enter your Stripe publishable key for payment processing.
• Stripe Secret Key: Enter your Stripe secret key for secure transactions.

Email Settings

• From Name: Specify the name that appears on outgoing emails.
• From Email: Set the email address used for sending notifications.
• SMTP Host: Enter the SMTP host for email delivery.
• SMTP Port: Specify the port used for SMTP communication.
• SMTP Username: Provide the username for SMTP authentication.
• SMTP Password: Enter the password for SMTP authentication.
• SMTP Encryption: Choose the encryption method for SMTP (TLS, SSL, or None).

Best Practices

• Regular Updates: Regularly review and update your settings to ensure they align with your current needs.
• Secure Information: Keep sensitive information such as API keys and passwords secure.
• Test Configurations: Test email and payment configurations to ensure they work as expected.

By leveraging these settings features, you can customize your ServiceEZ experience to better suit your business and personal preferences.