Settings & Customization

Settings & Scheduling Preferences

Manage your business address, email templates, booking widgets, custom services, and team collaboration.

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Configure your NotaryCentral account to automate your workflow. Set up your business profile, customize public-facing scheduling pages, design custom billing templates, manage business addresses, and invite team members.

Business Profile & Settings

Your primary business information controls how your brand appears on public booking pages, emails, and invoices:

  • Profile Configuration (/search/settings/profile) β€” Edit your official business name and default calendar integration.
  • Contact Details (/search/settings/contact-info) β€” Set up the public-facing telephone number and email address signers use to contact you.
  • Branding & Logo (/search/settings/branding) β€” Upload your corporate logo, choose highlight colors, and define brand assets.
  • Delete Account (/search/settings/delete-account) β€” Terminate your profile and purge stored data if you decide to close your business.

Address Configuration & Location Rules

Manage how your business locations are tracked for mileage, taxing, and invoicing purposes:

  • Addresses Dashboard (/search/settings/addresses) β€” Manage your saved default addresses.
  • Country Prefs (/search/settings/addresses/country) β€” Set the default country of operation.
  • Invoice Address (/search/settings/addresses/invoice) β€” Configure the default business physical address shown on invoices.
  • Mileage Base Address (/search/settings/addresses/mileage) β€” Set your base location (e.g., home office) to calculate mobile travel distances.
  • Receipt Address (/search/settings/addresses/receipt) β€” Configure the return address displayed on printed payment receipts.

Advanced Reminders & Automation

Stay on top of critical compliance updates and automate signer communication:

  • Administration Reminders (/search/settings/admin-reminders) β€” Toggle internal reminders for renewing bonds, commissions, and insurance.
  • Next Invoice Number (/search/settings/next-invoice-number) β€” Set the numeric starting counter for newly generated customer invoices.
  • Custom Fields (/search/settings/custom-fields) β€” Define additional metadata properties to track per signing.

Email & Template Customization

Customize outgoing email layouts, triggers, and templates:

  • Email Config (/search/settings/email) β€” Select your default email address sender and connection.
  • Email Templates Hub (/search/settings/email-templates) β€” Create, edit, and organize all transaction templates.
  • Template Creators & Editors (/search/settings/email-templates/new, /search/settings/email-templates/[templateId]/edit) β€” Create new templates or modify existing variables.
  • Preview Screen (/search/settings/email-templates/new-preview, /search/settings/email-templates/[templateId]/edit/preview) β€” Preview templates with mock signing data.
  • Core Action Templates (/search/settings/email-templates/appointment-confirmation-template, /search/settings/email-templates/invoice-template) β€” Update your core layouts for appointment confirmations and billing invoice dispatch.

Online Scheduling & Booking Portal

Control how signers book appointments directly from your website:

  • Scheduling Config (/search/settings/scheduling) β€” Open the booking setup menu.
  • Domain settings (/search/settings/scheduling/domain) β€” Route public booking flows through your personal custom domain.
  • Appointment Types (/search/settings/scheduling/appointment-types) β€” Categorize what types of appointments signers can book.
  • Create & Edit Types (/search/settings/scheduling/appointment-types/create, /search/settings/scheduling/appointment-types/[id]/edit) β€” Customize title, description, price, and length for each booking type.
  • Availability (/search/settings/scheduling/availability) β€” Manage calendar shifts and time slots.
  • Delivery Locations (/search/settings/scheduling/delivery-locations) β€” Restrict or customize allowed signing physical regions.
  • Additional Charges (/search/settings/scheduling/additional-charges) β€” Configure convenience fees, weekend pricing, or emergency service surcharges.
  • Online Payment (/search/settings/scheduling/online-payment) β€” Define whether signers must pay online when scheduling.
  • Third-Party Services (/search/settings/scheduling/services) β€” Connect automation systems (e.g. Zapier, webhooks) to schedule flows.

General Services & Spoken Scripts

Manage your physical notary services and script prompts:

  • Services list (/search/settings/services) β€” Catalog the core notary acts you offer.
  • Spoken Scripts (/search/settings/spoken-scripts) β€” Manage step-by-step scripts displayed in signing sessions.
  • Create & Edit Scripts (/search/settings/spoken-scripts/new, /search/settings/spoken-scripts/[scriptId]/edit) β€” Write new script cues or edit existing templates.

Integration & Team Coordination

  • Google Calendar Connection (/search/settings/google-calendar, /search/settings/google-connection) β€” Sync appointments to your calendar.
  • Embedding Portals (/search/settings/embed-customer-experience, /search/settings/landing-page) β€” Get embed codes or configure landing page layouts.
  • Team settings (/search/settings/team) β€” Add team members to your corporate subscription.
  • Witness Network (/search/settings/witness-network) β€” Opt in to the local witness coordination network.
  • My Digital Files (/search/settings/files) β€” Upload digital stamps, seals, or signature templates.
  • Remote Access Permissions (/search/settings/ron-access) β€” Configure platform controls and third-party remote witness accessibility.

Open these pages in Notary Central