Let's get started by setting up your company profile in Xola. The information 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 Settings > Company 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.
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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 to fit 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 when emailing your customers.
Social
Next, under Basic Information, reside fields for your social media links. Social media is a vital 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.
Payment Details (KYC)
Payment processing is next. Xola supports the "Know Your Customer" (KYC) standard for payment processing to ensure you can securely collect and receive payment for your product offerings. You will need to set up the Payment Gateway and provide your Bank Account information to receive a Payout from Xola.
You can enter your KYC/Payment Gateway information in two places:
- When logging in, you can click on the green "Update KYC Information" button that pops up
- If this window was "x'ed" out of, then navigate to Settings > Payments. Click on the Green "Update KYC" button.
Next, you will want to set up your bank account information. You can do this by navigating to Settings > Payments > Bank Account.
Tip: Always double-check the information here. If you get this wrong, your payouts may be delayed.
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 you will return to and utilize as you grow. When you are ready, come back to the Settings tab to manage the following:
- Turn on or off features
- Set up hardware
- Configure Apps
- Set up users and grant them permissions
- Set the preferences and policies for purchases, gifts, rosters, and notifications
Congratulations! You've completed the first step in getting up and running with Xola, click next, and we will configure a product.