βοΈSettings
Learn how the agency account settings can be configured
Boomerangme > Left-Hand Menu > Agency
Follow the above-mentioned workflow to land on the Agency screen.
From the tiles displayed at the bottom, click Settings.
This opens the Settings screen. Here, all the settings are divided into account settings and business settings with the tiles segregated into Plan, Company Info, Payment System, Agency Information, White Label, and Promo Code.
To view the subscription plan details, click the Plan button.
On the Plans screen, four tiles are displayed at the top that display the count of Customers on free plan, customers on first plan, customers on second plan, and customers on third plan.
Next up is the Rate settings table where the information is tabulated via various columns that include Plan, Month, Quarter, and Year. Additionally, you can edit by clicking the pencil icon at the end.
At the end of this page is the Compare Plans table. Here, each subscription plan is displayed with an indicator whether a certain feature is present in it or not. Information is tabulated via various columns that include Features, [Plan 1], [Plan 2], [Plan 3], and [Plan 4].
Company Info
To access the company information, click the Company Info tile.
In this section, all the details of your company are displayed in an editable view. Once you have made the desired changes, click the Save button.
Payment System
To access the payment system settings, click Payment System.
Agency Information
To access agency information, click the Agency Information tile.
This opens the Agency Information with the details displayed in an editable view. Once you have made the changes, click the Save button.
Legal Documents
In this section, the agency can set up its basic contact information and legal documents that will be displayed to clients on public pages (such as the promo page or registration forms).
Key fields and features:
Company name, phone, email, address, postal code β basic business information displayed in public materials and client communications.
Terms of Use β a field where you can enter or generate your user agreement text. This document defines the rules and terms for clients using your services.
Click Generate to automatically create a standard text template.
Use Preview to see how it will look for users.
Privacy Policy link β a URL to your existing privacy policy page (optional).
Privacy Policy β a text field where you can enter or generate the privacy policy directly in the dashboard. The text here has priority over the link field β if filled, it will be shown instead of the link.
This setup ensures that each agency can provide legally required documents and contact details directly within its white-label environment.
White Label
To access the white label settings, click White Label.
This opens the white label section where you can white label your domain.
Promo Code
To apply a promo code, click the Have a promo code? button in the Promo Code tile.
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