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Configure key settings (Signature, Customer Sync, Autoresponder, Quick Messages, Payments, Departments, Widget)

Overview

Set the essentials for compliant and efficient messaging.

1. Signature (General settings)

1) Open Settings > General and edit the store signature.

You’ll see the signature appended to every text from that store.

Include your business name for clarity.

2. Autoresponder (per store)

1) Open Settings > Autoresponder; edit Default Automatic Text Responder/After Hours Message and Business Hours.

You’ll see first‑text‑of‑day auto replies (during or after hours).

Customers feel acknowledged even before staff reply.

3. Quick Messages (templates)

1) Open Settings > Quick Messages and add/edit templates.

You’ll see templates available in Messenger by department access.

Use merge tags for customer personalization.

4. Payments (support‑managed)

1) Open Settings > Payments to verify credentials.

You’ll see integration enabled when set by support.

Contact support via Chat if these fields are blank.

5. Departments and numbers

1) Open Settings > Departments to view your department phone numbers.

You’ll typically see local numbers for Sales/Service/Parts and an 800 number for Marketing.

Inbound calls to texting numbers auto‑forward to your store; support can set forwarding for new departments.

Support Tip: Auto-forwarding for new department numbers is also handled by support.

6. Website Widget (Text Us Now!)

1) Open Settings > Widget and copy your widget script to your web provider.

You’ll see a “Text us” button on your site.

Customers enter name and mobile so you can reply by text.

Related KB articles

Notifications and email settings

Text to Pay (IDEAL + Gravity/TargetPay)

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