Configuring Workspace Settings and Templates
Tailor CATTAB to your brand identity by setting business info, custom document templates, and workspace appearance.
General Profile Settings
Under Settings > General, enter your official legal trading name, address, and upload your high-resolution logo. This branding automatically renders on client-facing invoices, quotes, and statements.
Document and Template Customization
The Settings > Template tab provides fine-grained control over outbound communications:
Interface Theme Options
In Settings > Theme, personalize your interface with light or dark mode, adjust sidebar transparency, and select your preferred accent color.
Adding clear payment terms in your invoice template helps reduce payment delays from enterprise clients.
Related Guides
Was this guide helpful?
Have feedback or need assistance with your setup? We're here to help.
Run your client work from one clear workspace.
Bring projects, client records, team capacity, and finances into a unified operating platform built for fast-moving service businesses.