In this section, we will define the settings found within the Site Tab. These fields allow you to establish your brand identity, contact methods, and customer loyalty rules in one central location.

Metadata

This section defines your business identity and how your branding appears in different lighting modes.

  • Business Name : The official name of your business as it will appear on the site.

  • Logo on Light Background : The version of your logo that appears when the website is in Light Mode. This is displayed in your navigation bar or sidebar.

  • Logo on Dark Background : The version of your logo optimized for Dark Mode, ensuring your branding is always visible regardless of the user’s screen settings.

Theme

These settings establish your brand’s visual identity.

  • Primary Color : Controls the color of your buttons, links, and selected text.

  • Accent Color : A secondary color used for highlights and smaller design elements.

  • Third Color : An additional color used to complement your primary and accent choices.

Google Analytics

Connect your site to Google’s tracking tools to see how many people are visiting your store.

  • GA4 ID : Your unique Google Analytics 4 identification code.

  • Google Tag Manager : Your container ID for managing various tracking tags.

Business Contact

These options determine how customers can reach you. Fill in the necessary fields. This will appear in your chat widget that you would set up later on in this guide.

  • Phone Number : The primary contact line for your business.

  • Whatsapp : Your business WhatsApp link or number, allowing customers to message you directly.

  • Email : The address where you wish to receive customer inquiries and notifications.

  • Facebook : The web link to your business Facebook page.

  • Instagram : The web link to your Instagram profile to showcase your work.

  • Youtube : The link to your video content or business channel.

  • X (Twitter) : The link to your business profile on X.

Business Portfolio

This links your store to your financial settings.

  • Business Portfolio : This field ensures that the correct tax rates and billing information appear on customer bank statements, invoices, and receipts.

Reward Points

Automate how you reward your repeat customers for their spending.

  • Reward Points Toggle : A switch to enable or disable the points program.

  • Customer Automatic Earn : Defines how many points a customer receives for every dollar spent.

  • Redeem Points for Payment : Defines how many points are required to exchange for one dollar of credit.

Advance Credit

Allow customers to top up their account balance in exchange for bonuses.

  • Advance Credit Toggle : A switch to enable or disable the account top-up program.

  • + Add top up option : Click this button to open a pop-up window where you can define your top-up tiers.

    • Top Up Amount : The specific amount a customer chooses to add to their account.

    • Additional free gift amount : The “bonus” credit you give to a customer for topping up that specific amount.

    • Add Button : Once you have entered the amounts, click this to save the entry. The information will then appear as a new row in your top-up table.

  • Top Up Table : Once saved, your tiers are displayed in a summary table. This allows you to view and manage your existing options at a glance.

    • Columns : Top Up Amount and Gift Amount.

    • Note: The Additional free gift amount from the pop-up is shortened to gift amount in this view.

    • How to Edit/Delete: Simply click on any row in the table to re-open the pop-up window. From there, you can modify the amounts or delete the tier entirely.

Existing Membership Records

The Site tab does not currently support creating membership programs, enrolling customers, or collecting membership payments. If your account has an existing or migrated membership, staff can view the active plan on the customer profile and EasyBiz can apply its existing benefits to eligible orders.