With Karmasoft you can manage multiple locations. Each location is designated as a branch. Enter your specific information for each of your branches.

Enter the edit screen by clicking on the black circled arrow to the right of the General Email box.

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General Info

  • Name - Your local branch name. This is the name that will show in the sign-in when selecting a branch.
  • Description -  Some info about your studio
  • Address - local address that will show on sales receipts
  • City - branch city
  • State - branch state or province
  • Zip Code -  branch postal code
  • Phone # - branch phone number
  • Fax # - branch Fax number
  • Pre-Select Email - Check this box to set the default 'email receipt' in the Instant Sales panel on the dashboard.
  • Pre-Select Receipt - Check this box to set the default 'print receipt' in the Instant Sales panel on the dashboard.
  • General Email - default email, when marketing or sales emails are not specified.
  • Marketing Email - reply-to email for all emails sent via the marketing reports.
  • Sales Email - reply-to email for all sales receipts
  • Special info - optional text for print or email receipts

Payment Gateway

  • Payment Gateway - Credit Merchant provider, limited to the companies listed in the drop-down menu.
  • API Login - Credit Merchant gateway API Login (This not the same as your personal login). This is available through your merchant.
  • Password - Your Credit Merchant gateway Password (This not the same as your personal password). This is available through your merchant.
  • Credit Cards - Select all the credit types you are set up to accept.

Miscellaneous

  • Time Zone - local time zone.
  • Custom Card Handling - Check this box if you are using a third-party software to accept credit cards.
  • Default Mailing List - The email marketing list name where you want your contacts to get stored. This will need to match your list name in Mailchimp, iContacts or Constant Contact
  • Roll Over [+] Cards - any positive balance on the previously expired card will get added to new purchases.
  • Roll Over [-] Cards - any negative balance on the previously expired card will get subtracted from new purchases.

 FOR YOUR NEXT GETTING STARTED STEP, click for tutorial b. Groups

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