Organisation Settings

Branding, currency, locale, and other organisation-wide defaults.

Organisation Settings

Organisation settings control how Tourbox behaves across your whole account. They are managed by admins under Settings → Organisation.

Branding

  • Organisation name: Shown in documents, emails, and the customer portal.
  • Logo: Used on PDFs and the portal.
  • Brand colours: Primary brand colour applied to portal and templates.
  • Website URL.

Email

  • From name: Default name on outgoing emails.
  • From address: Default email address.
  • Reply-to address: Where customer replies are directed.
  • Email signature: Inserted into emails using the {{organisation.signature}} variable.

Locale

  • Time zone: Used for displaying dates and scheduling.
  • Date format: DD/MM/YYYY, MM/DD/YYYY, ISO, etc.
  • Time format: 12 or 24 hour.
  • Number format: Thousands and decimal separator preferences.
  • Phone format.
  • Language / region.

Finance defaults

  • Accounting currency: The currency used for consolidated finance reporting.
  • Default tax rate.
  • Rounding method: How fractional amounts are rounded (e.g. half-up, banker's rounding).
  • Booking reference format: Pattern for generating booking references.

Pipeline preferences

  • Funnel metric preference: Which conversion ratio the Sales Funnel uses as its headline.
  • Default booking owner behaviour: Whether new bookings auto-assign to the creator.

Other

Depending on plan, additional toggles may be available for portal customisation, custom domain, and feature gates.