Settings | Wheelie On The Waves

Details used across the admin panel and customer communications.

First name Last name Email address Phone number Role Timezone

Shown on quotes, reminders and customer documents.

Trading name Primary currency Sales target Default deposit reminder

Choose which time-sensitive items appear in your morning dashboard.

Payment remindersDeposits and final balances approaching their deadline

Travel document remindersMissing passports, insurance and online check-ins

Quote expiry remindersOptions and cruise-line prices that expire soon

Birthday and anniversary promptsReasons to send a thoughtful customer message

Weekly performance summarySales, commission and conversion every Monday