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General Information

Ask AI Chat “Where do I open General Information to edit company name, branding, and account contact details?” — then open System → Global Settings and the General Information card (ai-chat-product-context-general-information-reply.png, ai-chat-product-context-general-information-flow.mp4). The assistant may still say Settings → Conta → Informação geral, Settings → Conta, or Account → General Information; follow Settings → System → Global Settings instead — that content is a card on Global Settings, not a separate sidebar tab. Same grounding external MCP clients get from get-vivin-context-platform. Distinct from Subscription (plan billing / card-on-file) and from the other Global Settings cards (booking defaults, portal gates, fees, utilities — English tab label Global Settings).

AI Assistant — where to open General Information to edit company name, branding, and contact details

Walkthrough: ask AI Assistant where to open General Information to edit company name, branding, and account contact details, then open Settings → System → Global Settings (the assistant may still say Conta → Informação geral or Account → General Information).
First-time workspace setup

Complete Getting Started — Recommended Setup Sequence step 1 (this tab — company identity and branding) before step 2 Preferences and settings steps 3–12 — full tab map: Recommended setup order. Finish steps 13–15 in Listings, Bookings, and Tenants, then Onboarding a New Property — Step 7. Guided steps 4–12: Onboarding a New Property. Lockout catch-up: Getting Started. Workflow pairing after go-live: Account Settings — Setup sequence after go-live.

Finding your way in this guide

Start with General Information Section (company identity) and Branding Section; use the top-right Subscription shortcut when checkout is still required. Default check-in/out and preparation days are on Booking times and preparation (Preferences) — not on this tab. Habit-specific shortcuts live under Related below.

This tab configures your company's identity, branding, and core operational timing parameters. The values you set here appear across the entire platform — in tenant-facing communications, generated contracts, invoices, and the Tenant Portal.

Direct access

Open Account Settings → System → Global Settings at platform.vivin.app/settings (or the legacy bookmark platform.vivin.app/settings/general, which redirects here). Edit the General Information and Branding cards on that tab. See Deep Links for neighbouring routes and Account Settings — System for the sidebar map.

Pair with other Account Settings tabs

Before go-live, also verify the other Global Settings cards (default check-in/out times and preparation days — on the same tab) and Subscription (Vivin platform billing and card-on-file). Vivin platform subscription charges on Subscription are distinct from internal LLM spend on AI usage API (operator JWT, USD provider cost). Hub: Recommended setup order.

The General Information card (company contact, fiscal details, and IBAN) matches the fields in the tables below; use the card’s edit control to change values, then continue with Branding on the same Global Settings page. Default check-in/check-out times and preparation days live on neighbouring Global Settings cards — not on a separate sidebar tab.

Account Settings — General Information selected, company details card with edit control

Subscription shortcut​

Pair with other General Information sections

Use this control when checkout is still required — it jumps straight into hosted card capture on Subscription without hunting for Add card. If company details are incomplete, the same modal asks you to save them first (Company details before card capture).

When your role can open the Subscription tab (account_settings.subscription), a Subscription outline button appears at the top right of General Information (next to the page header). Click it to:

  1. Refresh account / billing data in the background, then
  2. Navigate to /settings/subscription?expandCheckout=1.

The Subscription tab removes the query parameter after it applies, expands Payment method hosted checkout when the workspace still needs a card (Action Required), and shows the same Subscription checkout modal as Add card (company-details step first when required, then the payment form). Dismiss with I'll do it later when the product allows — never leave card digits on a shared training account. If the amber notice says A payment method is required to keep using VIVIN, that is a card-required block: Sign out stays; I'll do it later does not.

Account Settings — General Information with top-right Subscription shortcut beside company details and Branding

Subscription checkout modal opened from General Information expandCheckout=1 (Action Required path)

Walkthrough: on General Information, click the top-right Subscription shortcut to land on Subscription – Action Required with hosted checkout already expanded — dismiss with I'll do it later.

General Information Section​

Pair with other General Information sections

Company identity fields here feed Invoicing & Payments exports, connected Integrations (Invoice-xpress fiscal identity), and the prompt-safe account identity used by AI Chat / WhatsApp Genius — complete this card before issuing first invoices or relying on assistant “which account?” answers.

FieldDescription
Company NameYour business name as it appears in documents, emails, and the Tenant Portal — including the Home Contact us card.
Contact EmailThe primary email address tenants and team members will see as the sender for system notifications.
Phone NumberYour company's contact number, included in outgoing communications where applicable — including the standard Communication Rule Contact information block unless Hide contact info is on.
Fiscal ID / VAT NumberYour company's tax identification number, used for invoice generation and legal documents.
AddressYour company's registered address, printed on contracts and invoices, and on portal Home Contact us (not the listing street).
tip

Use a shared team email address (e.g., [email protected]) as the Contact Email rather than a personal address. This ensures continuity if team members change and gives tenants a consistent point of contact.

Branding Section​

Pair with other General Information sections

Logo and brand colour propagate to Contract templates PDF headers, Emails lifecycle templates, and the Tenant Portal — upload branding before first onboarding send.

These settings control how the platform appears to your team and to tenants in the Tenant Portal.

Account Settings — General Information, Branding card (logo, brand color, website URL)

Each card uses the same pencil → edit → Save / Cancel pattern as other Account Settings tabs. The screenshots below show company details and branding in edit mode (values unchanged before Cancel).

Account Settings — General Information, company details card in edit mode with Save and Cancel

Account Settings — General Information, Branding card in edit mode (logo, brand color, website URL fields)

Walkthrough: open General Information, edit the Branding card, review fields, then Cancel without saving (use Save only when you intend to update tenant-facing branding).
FieldDescription
LogoUpload your company logo (PNG or JPG). It appears in the top navigation bar and in generated PDFs (contracts, invoices).
Brand ColorA hex color code that sets the primary accent color in the Tenant Portal and in email headers. Use your brand's primary color for a consistent, professional look.
Website URLYour company's website. Displayed in tenant-facing communications, on portal Home Contact us, and as the logo link in the portal sidebar (computer) and header (phone) when a Logo is uploaded (opens in a new tab; Vivin adds https:// when the saved value has no scheme). Distinct from portal Powered by VIVIN (always Vivin’s site).

Where Branding Appears​

Your branding settings are applied in several places across the platform:

  • Tenant Portal — The logo is displayed in the portal sidebar (computer) and header (phone). When Website URL is set, that logo opens your site in a new tab. Powered by VIVIN at the bottom of the computer sidebar is separate and always opens Vivin’s site. The brand color is used as the primary accent for buttons, links, and highlights throughout the tenant-facing interface. After sign-in, Company Name is also the browser tab and home-screen name, and it titles the Install app overlay (Install plus your company name).
  • Generated Contracts — The logo is embedded in the header of PDF contracts generated from your Contract template.
  • Automated Emails — The logo and brand color appear in the header of all tenant-facing emails (onboarding, check-in, check-out, and payment reminders configured in Emails).
  • Invoices — If connected to an invoicing provider (e.g., Invoice-xpress via Integrations), your company name, fiscal ID, and address are printed on every invoice.
tip

When choosing a brand color, pick a color with sufficient contrast against a white background — it is used for buttons and links in the Tenant Portal. Very light colors (e.g., pale yellow) may be difficult for tenants to read or click.

Booking times and preparation (Preferences)​

Pair with other General Information sections

Preparation buffers edited on Preferences — Booking Defaults (times and preparation) shape Sales availability and channel iCal exports — coordinate changes before peak booking season.

Default check-in time, check-out time, mid-term preparation days, short-term preparation days, and advance notice are configured on Account Settings > Preferences in the Booking Defaults card (subtitle: default check-in/out times and preparation periods). They are account-wide defaults used in booking views, operational planning, and availability calculations. Marketplace POST /bookings copies the clock times from this card — Creating Bookings — Check-in times.

How preparation days affect availability​

Preparation days create an automatic buffer between consecutive bookings in a unit. The system uses the values from Preferences when calculating availability in the Sales module and when validating new booking dates.

Example

If Mid-term Prep is set to 3 and a tenant's booking ends on March 31:

  • The unit is marked as unavailable from April 1 through April 3 (3 preparation days).
  • The earliest a new booking can start is April 4, unless you tick Ignore unit preparation days on Add booking.
  • This buffer appears automatically in Sales (Overview and Pricing) and on connected external platforms.

This prevents back-to-back bookings that leave no time for cleaning, inspection, and turnaround. Adjust the values based on your team's capacity:

  • 1 day — sufficient if you have a dedicated cleaning team that can turn a unit around the same day
  • 2–3 days — standard for most mid-term operations, allowing cleaning, inspection, and minor repairs
  • 5+ days — use for properties that require deep cleaning or renovation between tenants
Important

Check-in and check-out times are included in the automated emails sent to tenants. If you change these times, the new values will apply to all future emails — but tenants who already received their check-in or check-out email will have the old time. Coordinate time changes carefully with your operations team.

Key Rules​

Pair with other General Information sections

Account-wide branding and preparation defaults affect Onboarding a New Property and arrival-week Managing a Check-in — document team SOPs when contact email or prep days change mid-season.

Summary

  1. Branding is account-wide. All properties, tenants, and documents use the same logo, brand color, and company information. You cannot configure different branding per property.

  2. Changes affect future communications only. Updating your company name, logo, or contact email changes what new emails and documents show — but previously sent emails and generated PDFs retain the old values.

  3. Preparation days prevent back-to-back bookings. The system automatically blocks the configured number of days after every check-out (values on Preferences). This applies to both manual bookings and bookings imported from external platforms. On Add booking, Ignore unit preparation days can start a manual stay in that buffer without changing the account defaults. Marketplace POST /bookings cannot send that skip — Creating Bookings — Ignore unit preparation days.

  4. Check-in/check-out times are informational. These times are included in tenant emails and used for operational planning, but the system does not enforce them — a booking status can be changed at any time of day. Edit them on Preferences, not General Information.

General Information section cross-reference​

Use the sections above for this settings area. Related setup pages are linked from Related below when present, or from Account Settings.

Pair with other General Information guide sections

Related below links this Account Settings tab to modules, workflows, concepts, and escalation paths.

Documentation map & escalation​

Upstream & downstream workflows​

Deeper workflow reads​

See Upstream & downstream workflows above for the same guides.

  • Preferences — Check-in/out times, preparation-day defaults, and advance notice (not on this tab); Ignore unit preparation days on Add booking can start a stay in that buffer
  • Subscription — Vivin platform billing identity (distinct from tenant-facing branding here); top-right Subscription shortcut opens ?expandCheckout=1 when checkout is still required; When a card is required when checkout cannot be dismissed
  • Emails — Customize the emails that include check-in/check-out times and company contact; Communication Rules can omit the standard footer with Hide contact info
  • Contract templates — Generated contracts that use your logo and company details
  • Owners — Register landlords before property setup (operator identity here is distinct from owner payout records)
  • Tenant categories — Default segment for integration-created tenants after company identity is set
  • Integrations — Marketplace sender names and channel copy that complement company contact details
  • Chatbot — Tenant-facing bot branding that shares logo assets from this page
  • Preferences — In-app notifications — Account-wide arrival and payment alert categories

Operator modules & tenant-facing surfaces​

Deeper concept reads​

Module documentation hubs​

  • Dashboard — Post-login KPI snapshot with bell notification triage
  • Analytics — Month-range portfolio KPI charts
  • Finance — Portfolio ledgers and invoicing exports using company fiscal details
  • Bookings — Operator UI for reservations receiving lifecycle mail with your branding
  • Operations — Maintenance tickets and check-in/out coordination
  • Utilities — Bills Included ceiling model and tenant overage charges
  • Tenants — Tenant directory and With Debt segmentation
  • Notifications — Full /notifications history
  • AI Chat — AI Assistant for portfolio Q&A
  • Audit — Portfolio-wide Manual Blocks and Discounts review
  • Booking engine details — Rich marketplace payload editor via the Full integration pill

Operator habit hubs​

Day-to-day operator habits (lockout catch-up, pending receipts, payment triage, handoffs, and related playbooks) live on the Common Workflows habit hub.

Deep-link anchors for habit hubs

Lockout catch-up after password recovery​

Pending manual receipt approval​

Reject/revert mistaken receipts​

Portfolio segmentation by tenant category​

Notification row-click navigation​

Payment alert to receivables triage​

Confirmation alert triage​

Finance debt receivables triage​

Handling a Late Payment collections​

Finance Income status drill-down​

Cash flow forecast drill-down​

Key glossary terms​

Companion API guides​

  • API Reference hub — Partner HTTP contracts and integration feeds (hub)
  • AI usage API — Operator JWT ledger (GET /ai-usage/summary) when auditing internal AI cost after branding or contact-field changes coincide with chat adoption