Settings
Set up your dealership, locations, team, plan, and Spot preferences.
Use Settings to keep your dealership information, locations, team access, and plan organized.
Choose a settings page
General
Update the dealership name, manage team members and invitations, and review the branch list.
Branches
Set up each location's address, contact details, branding, and storefront. Owners and Admins can also add, recover, or remove locations.
Billing
Review your plan, included features, current usage, and Chrome Extension access. Select Manage Plan when you need the billing portal.
AI
Give Spot a dealership-wide brand voice and simple instructions. Always review Spot's work before using it. These settings do not change the separate vehicle Listing generator.
Understand roles
| Area | Owner or Admin | Member |
|---|---|---|
| General | Manage the dealership, team, and invitations | Review available information |
| Branches | Add and edit locations and storefronts | Review assigned locations |
| Billing | Review usage and manage the plan | No page access |
| AI | Edit Spot instructions | No page access |
Review access after staffing changes
Have an Owner or Admin check team roles and branch assignments whenever someone joins, changes locations, or leaves the dealership.
Recommended setup order
- Confirm the dealership name in General.
- Complete each branch's address and contact details.
- Set up each storefront address, logo, banner, and appearance.
- Invite team members and choose their branches.
- Review plan usage in Billing.
- Add clear instructions for Spot.
Custom fields are managed on records
Vehicle, contact, and transaction custom fields are managed from the Details page for those records. They do not have a separate page in Settings.