Account Settings
Configure your company details, integrations, billing, and preferences behind the scenes.
By Enzo and 2 others3 authors38 articles
🔧 Settings
Configure core account preferences, billing, users, notifications, and system defaults.
- Settings - Custom PropertiesLearn how to unlock a world of possibilities with Custom Properties!
- Settings - Tax RatesLearn how to adjust your tax rates in the system!
- Settings - Project Workroom Landing PageThis feature allows Curators to choose the default view when clicking into an Project from the main projects page!
- Settings - Curate Support Currency Types
- Settings - Calculated PropertiesHow to Use the Calculated Properties Feature in Curate
- Settings - IntegrationsQuick overview of the Curate Integrations page
- Settings - UsersLearn how to Add, Edit or Delete Users
- Settings - NotificationsThe Notifications settings allow you to control when Curate sends emails related to proposals, payments, and receipts. These settings help keep you and your clients informed at key points in…
- Settings - Tag Manager
- Settings - SubscriptionsFind out how to make changes to your subscription with Curate.
- Settings - Payments
- Settings - Category MarkupsNew feature release video covering adding markups at the category level.
- Settings - Categories
- Settings - Markup Profiles
- Settings - AutomationsAutomations help you save time and keep your projects moving by automatically triggering actions when key milestones happen in your workflow. Instead of manually updating project stages or sending emails,…
- Settings - General Tab OverviewThis Article will cover all things within the General Tab for Settings!
- Settings - Send email receiptsThis article will cover how to send email reciepts.
- Recovering Projects with the Recently Deleted FeatureAccidents happen, and if you or your team mistakenly delete a project, you can now recover it yourself without needing to contact support. The Recently Deleted view allows you to…
đź“„ Templates
Save and reuse proposal pieces like payments, emails, contracts, and orders to streamline event creation.
- Templates - PaymentsYou can make the payments section setup easier by creating a template for your payment options!
- Templates - EmailLearn how to add, edit or delete email templates!
- Templates - Project DetailsHow to get started with saving a template for the Project details section.
- Templates - OrdersYou can make commonly placed orders easier by create templates for your orders section!
- Templates - ContractsYou can make the contracts section setup easier by creating a template for your contracts!
⚙️ Advanced Settings
Manage integrations, optional features, add‑ons, and additional system capabilities beyond basic preferences.
- Integration With QuickBooks OnlineExplanation of the integration and the setup process
- Nowsta Integration for CurateHere's a walkthrough of how to integrate Nowsta with Curate!
- GratuityThis article will cover how to display tipping options to your customer in the final payment screen of None, 15%, 20%, 25% and Custom.
- Google Calendar IntegrationThis article includes the instructions of how to setup Google Calendar Integration
- Alternate Payment Methods
- Bookable SpacesThis add on will allow you to easily manage and accurately reserve various rooms / spaces for your projects!
- How To Mark An Project As Booked AutomationShort article that discusses how to teach the system when to mark an project as booked based on an action that takes place.
- Applying Markups: Unlock Your Profit PotentialMaximize your revenue and efficiency with our markup management tool.
- Line-Item Tax Calculation for Event Professionals: The Modern Standard
- Enhance Your Curate Experience with Add-Ons!Take your Curate experience to the next level! Our thoughtfully selected add-ons help you get even more value, convenience, and enjoyment!
- Subscription Project Count
- Staffmate Integration
- Curate Texting - Opt-In WorkflowWorkflow documenting the built-in mechanisms provided by Curate for users to request Text Messaging Consent from their End Users
- Curate Texting - Getting StartedHow to setup Curate Texting and complete the Company Profile, Brand and Campaign Registrations