Company Profile

Let’s get started by setting up your company profile in Xola. The information that you provide while setting up your company profile is used by Xola to represent your business to customers and allows you to take and receive payments. Your profile includes things like company name and logo, social media accounts, payment processing information, and setting up any taxes and/or fees to be applied across your products.


What's covered in this article:


Company Profile

Xola stores your company profile inside the Settings tab. To access this, log into your Xola account, and click SettingsCompany Profile in the navigation bar.

Basic Information

Entries that you make on the Basic Information screen will let the world know who you are and how to interact with you. This information is used in product and customer communications.

  • Logo: Your logo is used by Xola as a representation of you. Xola will place the logo on a white background when it is used. We recommend uploading a logo with either a white or transparent background so that it fits in properly with the communication templates. To best display, your logo image, use an image that fits a 4:3 aspect ratio, such as 1024 x 768 pixels.

  • Company Contact Information: Xola uses this information whenever email is sent to your customers.

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Social

Next, under Basic Information, reside fields for your social media links. Social media is a key part of your brand, and Xola allows you to configure the most common social media channels easily in one place. We will include social media icons in communication with customers that correspond with the links you provide in communications.

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Payment Details (KYC)

Payment processing is next. Xola supports the “Know Your Customer” (KYC) standard for payment processing to ensure that you can securely collect and receive payment for your product offerings. You will need to set up the Payment Gateway and your Bank Account information in order to receive a Payout from Xola. 

You can enter your KYC/Payment Gateway information in two places:

  1. When logging in, you can click on the green "Update KYC Information" button that pops up
  2. If this window was "x'ed" out of, then navigate to Settings > Payments. Click on the Green "Update KYC" button. 

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Next, you will want to set up your bank account information. You can do this by navigating to Settings > Payments > Bank Account

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Tip: Always double-check the information here. If you get this wrong, it may delay your payouts.  

 

Taxes and Fees

You can skip this section If you are not required to collect taxes or fees for your products or if you are collecting them another way. Xola recommends that you set up taxes and fees before processing any live transactions to avoid accounting issues in the future.

  • Click here to learn more about how to set up taxes and fees

Note: You can configure more than one tax/fee to be applied to a product. This can be useful if you have to charge an additional fee for add-ons but not for the experience cost.

 

Additional Profile Information

Xola provides an array of settings that you will come back to and utilize as you grow. When you are ready, come back to the Settings tab to manage the following:

Congratulations! You've completed the first step in your getting up and running with Xola, click next, and we will configure a product.

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