Personalization
Everything your shop puts in front of a customer or a bank carries your name on it — the certificate PDF, the email that delivers it, the portal your customers sign in to. Admin > Personalization is where you make that output yours. Most of it you edit directly and it takes effect on the next document you produce. A small, specific set of fields cannot be edited directly, and this page explains why.
What you change directly, and what you request
The split is not arbitrary. Fields that only affect your own paperwork are yours. Fields that the platform uses to identify or bill your business are verified, so you propose a change and a platform administrator approves it.
| Field | How it changes |
|---|---|
| Display Name | Directly. Cosmetic |
| Business Logo | Directly |
| GST Number | Directly |
| Invoice Footer Text | Directly |
| Certificate Terms Text | Directly |
| Legal Business Name | Request, approved by the platform |
| Contact Phone | Request, approved by the platform |
The confusing pair is Display Name and Legal Business Name. Display name is the label shown on your dashboard sidebar and your customer portal — change it whenever you like, up to 100 characters. Legal business name is the identity your subscription and your billing documents are issued against. A shop that could rewrite it at will could rewrite the name on financial records already issued, so it is a request.
Your logo
Under Business Logo, choose Upload Logo. Accepted formats are JPG, PNG and WEBP, up to 8 MB. You then crop it to a square before saving — the crop is the image that gets stored, at 512×512, so pick a mark that reads well small rather than a wide signboard.
Your logo appears on your team's dashboard sidebar and on your customer portal. Replace Logo swaps it and discards the old file; Remove clears it and the interface falls back to no mark.
Your logo is stored so that anyone with the link can load it. It has to be — your customer portal shows it to customers who have not signed in yet. Treat it as public artwork, and never upload a logo file with anything confidential in it. This is the opposite of how KYC documents and ornament photos are handled: those are private, and are only ever served to someone already signed in to your shop. See Customers and KYC.
Business details that need approval
Legal Business Name and Contact Phone each show their current value with a Request Change link. Submit the new value and it becomes a pending request; the field keeps its old value and shows Pending approval with your proposed value beside it until a platform administrator decides. You cannot stack a second request for the same field while one is pending.
These two are gated because they reach beyond your own paperwork. The legal business name is what your billing documents are issued to, and the contact phone is how the platform reaches your shop about billing and support — if either could be changed silently, both trails would break.
Your contact phone is also verified by a person at the platform rather than by an SMS code, because GOLD PRO does not send SMS. All one-time codes anywhere in the product go by email.
GST and invoice branding
Tax & Invoice Branding feeds your valuation certificates and your bank invoices. All three fields are yours to edit.
| Field | Limit | Where it shows |
|---|---|---|
| GST Number | 15 characters, forced uppercase | Your certificates and invoices |
| Invoice Footer Text | 300 characters | The foot of the document |
| Certificate Terms Text | 1000 characters | The terms block on a valuation certificate |
Leave any of them empty and the document falls back to a built-in default rather than printing a blank. There is no validation on the GST number beyond its length, so check it against your registration certificate — nothing else will catch a typo, and it prints on documents you hand to banks.
This GST number is yours, describing your business on your documents. It is unrelated to the tax treatment of your own subscription, which is covered in Billing and plans.
Communication templates
Admin > Templates holds the three messages your shop sends automatically. Each has its own tab, and each falls back to a sensible default until you save your own version.
| Template | Sent to | Sent when |
|---|---|---|
| Customer Email | The customer | Their valuation certificate PDF goes out |
| Partner Bank Email | A partner bank | You notify them of a new gold valuation |
| WhatsApp Reminder | The customer | An EMI or valuation reminder is due |
Emails have a subject and a body. The WhatsApp reminder is body only.
Write {{tokens}} in double curly braces wherever a real value belongs, and the
system substitutes it at send time. Click any token in Available Dynamic Tokens
to insert it at your cursor.
| Token | Becomes |
|---|---|
{{customerName}} | The customer's full name |
{{borrowerName}} | The same name, worded for a bank |
{{tenantName}} | Your shop's name |
{{totalValue}} | Total value of the ornaments |
{{estimatedValue}} | The same total, alternate wording |
{{estimatedLoan}} | Estimated maximum loan amount |
{{emiAmount}} | The instalment amount due |
{{dueDate}} | Due date for payment or valuation |
{{paymentLink}} | URL for the customer to pay |
{{valuationId}} | Valuation ID or certificate reference |
Live Preview renders your draft as a real email or a WhatsApp bubble, with sample values you can edit under Customize Preview Data. A token you misspell will not substitute — it will send literally, curly braces and all — so check the preview before saving. Reset to default restores the original wording of the tab you are on.
A partner bank branch can override the bank email with its own subject and body. If a branch has one, it wins over this template. See Banks and branches.
Your profile and your alerts
The same screen carries the settings that are yours personally rather than your shop's: your name, your login email, and your password. Changing your login email signs you out — sign back in with the new address.
Notification Preferences has two switches, and they only govern out-of-band alerts such as the overdue EMI digest. Email Alerts controls what reaches your login email; Push Notifications controls what reaches the mobile app. Neither affects the in-app notification centre, which always shows everything. These are per-person, so switching them off silences you and no one else.
Related settings
Two identity settings live next door in Admin > Settings rather than here. Your outbound sender address — the address your customer and bank emails come from — is a request rather than a direct edit, for the same reason as your legal business name: a sender address that anyone could rewrite is a spam vector. Your support contacts are the email and phone your shop publishes to its own customers, and you set those directly.