The Settings area is the admin-only control center for your Apex Rental Pro account. Use it to configure your business identity, tax rates, contract templates, calendar sync, Stripe payments, reminder and alert behavior, and other admin tools. Employee accounts and permissions live on the separate Users page.
Navigate to Settings from the sidebar menu. The main tabs are:
- Business Info — business name, logo, address, contact info, and industry profile
- Payments — Stripe Connect, legacy Stripe keys, invoice timing, convenience fees, and booking deposit options
- Theme — color and appearance customization
- Contract Templates — contract templates and default terms
- Mappings — item and keyword mappings
- Tools — notifications, Cosmo Search, support access, and onboarding utilities
- Updates — app version and release notes
Business Information
Set the core business details that appear on PDFs, emails, and customer-facing pages:
| Setting | Description |
|---|---|
| Business Name | Your company name |
| Business Phone | Contact phone number |
| Business Email | Contact email address; used in outgoing messages |
| Business Address | Physical address used to bias address autocomplete |
| Business Logo URL | URL or relative path to your logo image |
Tax Configuration
| Setting | Description |
|---|---|
| Tax Enabled | Master toggle for tax calculations |
| Tax Percentage | Default tax rate for new quotes and events |
Tax can still be overridden per quote or event by marking that record tax exempt.
Contract Terms and Templates
The contract template editor lets you set the default agreement customers sign.
The template supports placeholders such as:
{{business_name}}{{business_email}}{{business_phone}}{{customer_name}}{{customer_email}}{{customer_phone}}{{event_date}}{{event_title}}{{event_address}}
You can also create named contract templates with different terms and map them to item groups.
Pickup and Review Settings
This section controls the pickup flow and related alerts:
- Enable pickup tracking — shows or hides pickup/return tracking
- Show review prompt when marking events as picked up — asks for an internal review after pickup
- Overdue Pickup Alert (days) — shows the overdue pickup banner after the selected number of days
- Email business account when inventory is overbooked — sends overbooking alerts and reminder emails before the shortage date
- Customer review link — optional branded review-email link after pickup
- Automatically email a thank-you after each event ends — sends the follow-up email automatically
- Thank-you email message — custom text for the follow-up email
Google Calendar
The legacy Google Calendar setup lives in the advanced section. It uses a calendar ID plus service account JSON.
| Setting | Description |
|---|---|
| Google Calendar ID | The target calendar ID |
| Service Account Credentials | Paste the Google Cloud service account JSON |
The service-account credentials are stored securely. The page only shows whether they are set, not the raw values.
Payments
The Stripe Payments card is where you configure payment-link behavior:
- Publishable Key
- Secret Key
- Webhook Signing Secret
- Invoice Due Days
- Stripe Convenience Fee (%)
- Webhook URL
The payment tab also includes Deposit Request on Booking, an admin-only toggle that lets the booking confirmation email include a secure deposit payment button. When that option is on, the person booking the quote still chooses per booking whether to include the deposit request.
Stripe-hosted payment links and hosted invoices use the settings here. If you are using the newer Stripe Connect flow, the page shows the upgrade/status controls there as well.
Mappings
Item mappings connect note text to inventory items so contracts and automated counts stay consistent when imported details vary.
Use this panel to:
- search existing mappings
- enable or disable selected mappings
- apply updates back to current calendar data
- add a new mapping with a source phrase and a target inventory item
App Updates
Open Settings > Updates to see the current app version and release notes. New notes appear after version changes and can be dismissed once read.
Gotchas
- SMTP passwords are write-only — you can set them, but you cannot read them back from the UI.
- Logo path vs. URL — relative paths work for local assets; external URLs must be reachable when PDFs render.
- Tax rates are percentages — enter
6for 6%, not0.06. - Changing tax does not rewrite older records — existing quotes keep the values they already stored.
- Service account credentials are sensitive — do not share them publicly.