Company Setup

# Company Setup Guide

Welcome to the ERS Company Setup Guide. This article provides a general overview of how to configure your business profile, service areas, order settings, and customization options within the ERS admin panel.

## Business Profile Configuration
Begin by entering your company details including name, contact information, and branding preferences. You can:
- Set your business name, phone number, and email.
- Specify a primary contact person.
- Add your domain name and choose brand colors.
- Upload a company logo with recommended dimensions.

## Location Settings
Define your business and warehouse addresses. If both are the same, you can link them easily. These locations help determine service coverage and delivery logistics.

## Payment and Tax Settings
Choose your preferred currency and set billing address requirements for online payments. You can also:
- Specify a tax rate.
- Add social media links for customer engagement.

## Service Area Setup
Use zip codes and radius settings to define your service areas. Review and adjust the generated list to ensure accuracy. You can remove or re-import areas as needed.

## Order and Schedule Settings
Configure how orders are handled:
- Set email and mobile alerts for new bookings.
- Define event start and end times.
- Establish lead time requirements and buffer periods between rentals.

## Order Customization
Enhance the customer experience with:
- Custom reminders for rental requirements.
- Reference fields to track how customers found your business.
- Surface types with associated setup fees.
- Coupon codes for discounts (percentage or fixed amount).

## Finalizing Setup
Once all sections are configured, complete the setup to activate your dashboard. For further assistance, refer to training videos or contact support.