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Overview

Business Settings is where you configure your organization’s core information, branding, and knowledge base. This information powers AI features throughout the platform and provides context for customer interactions.
A complete business profile helps Kordless provide better recommendations and more personalized customer experiences.

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Accessing Business Settings

Navigate to Business → Settings in the main navigation.

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Business Profile

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Basic Information

Configure your fundamental business details:
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Business Name
string
required
Your official business name as it appears to customers
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Description
textarea
A brief overview of what your business does (2-3 sentences recommended)
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Industry
select
Choose the industry that best describes your business:
  • Professional Services
  • Healthcare
  • Beauty & Wellness
  • Education
  • Retail
  • Other
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Business Type
select
Select your business category for specialized features:
  • Service-based
  • Product-based
  • Hybrid (services + products)

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Contact Information

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Address
address
Full business address including:
  • Street address
  • City
  • State/Province
  • Postal code
  • Country
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Phone
phone
Primary business phone number
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Email
email
Primary business email address
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Website
url
Your business website URL

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Company Details

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Founded Year
number
Year your business was established
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Number of Employees
select
  • 1 (Just me)
  • 2-10
  • 11-50
  • 51-200
  • 201-500
  • 500+

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Knowledge Center

The Knowledge Center stores information that helps AI features understand your business better. This data is used for:
  • Intelligent booking recommendations
  • Customer inquiry responses
  • Automated content generation
  • Service suggestions

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Brand & Positioning

Describe how your brand communicates:
  • Tone (professional, friendly, casual, formal)
  • Key phrases or terminology
  • Communication style preferences
Example: “Warm and approachable, using simple language. We avoid jargon and always address customers by first name.”
Share your origin story and mission:
  • Why you started the business
  • What problem you solve
  • Your values and principles
Example: “Founded in 2018 after seeing a gap in accessible wellness services…”
What makes you unique:
  • Key competitive advantages
  • Unique service offerings
  • Special expertise or certifications
Example: “Only certified organic salon in the city. All stylists have 10+ years experience.”

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Services & Products Catalog

Maintain a comprehensive list of everything you offer: For Service-Based Businesses:
  • Service categories (e.g., “Haircuts”, “Color Services”)
  • Individual services with descriptions
  • Typical duration and pricing ranges
  • Special requirements or prerequisites
For Product-Based Businesses:
  • Product categories
  • Individual products with descriptions
  • Pricing information
  • Inventory details (if applicable)
This catalog is separate from your bookable services in the Calendar. Use this for general business knowledge that AI can reference.

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Team Information

Document your team structure:
  • Key team members and their roles
  • Specializations and expertise
  • Years of experience
  • Certifications or qualifications
This helps the platform make intelligent suggestions when customers have specific needs.

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AI-Powered Data Import

AI data import is currently in beta. Review all imported data before saving.
Kordless can automatically populate your business profile using AI:
1

Choose Import Source

Select from:
  • Business website URL
  • Google Maps listing
  • Social media profiles (LinkedIn, Facebook)
2

AI Extraction

The platform uses AI to extract:
  • Business name and description
  • Contact information
  • Services/products offered
  • Team member information
  • Brand positioning
3

Review & Confirm

Carefully review the extracted data and:
  • Correct any inaccuracies
  • Fill in missing information
  • Enhance descriptions as needed
4

Save Profile

Save your profile to make it available across the platform

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Dynamic Fields

Based on your selected business type and industry, additional fields may appear:
  • Consultation types
  • Expertise areas
  • Certifications
  • Case study examples

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Branding Assets

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Logo Upload

Upload your business logo for use on:
  • Public booking pages
  • Email communications
  • Customer-facing widgets
Requirements:
  • Format: SVG, PNG, or JPG
  • Recommended size: 400x400px minimum
  • Max file size: 2MB
  • Transparent background recommended for PNG

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Color Scheme

Color scheme customization is coming soon. Your logo colors will be automatically detected and applied.

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Usage Across the Platform

Your business settings are used in:

Public Booking Page

Business name, logo, and description appear on your public booking page

Email Communications

Contact information and branding used in automated emails

AI Features

Knowledge base powers intelligent responses and recommendations

CRM

Business context enriches customer interactions and notes

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Best Practices

Review and update your business profile quarterly or when significant changes occur:
  • New services or products
  • Team member changes
  • Contact information updates
  • Business expansion or relocation
The more information you provide, the better AI features can assist you:
  • Include all services, even if not bookable online
  • Document team member expertise
  • Explain what makes you unique
  • Add context about your ideal customers
Write for both AI and human readers:
  • Avoid excessive jargon
  • Be specific rather than vague
  • Use complete sentences
  • Include relevant keywords naturally
Ensure your profile matches your other marketing:
  • Use the same business name everywhere
  • Match your website’s tone and style
  • Keep descriptions consistent with other channels

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Next Steps

Configure Services

Set up bookable services with pricing and duration

Set Availability

Define when your business and team are available

Customize Public Page

Design your customer-facing booking page

Set Up CRM

Start managing customer relationships