Dealership Settings
Set up your dealership name, locations, team, and Spot guidance.
Your dealership connects your locations, team, and records in one place. Each branch keeps its own address, contact details, and storefront look.
Change the dealership name
Open Settings > General. Owners and Admins can update the dealership name.
- Edit the dealership name.
- Save the change.
- Check the dashboard and branch list.
Changing this name does not change branch names, website addresses, or published posts.
Know what belongs where
| Dealership-wide | Branch-specific |
|---|---|
| Dealership name | Branch name and description |
| Team members and invitations | Dealer number |
| Plan and usage | Address |
| Spot instructions | Phone, email, and social links |
| Custom-field names | Logo, banner, and appearance |
| Shared workspace | Storefront address |
Use branch settings whenever information may be different at each location.
Check branch access
Owners and Admins can work across all branches. Members work in the branches assigned to them. Review those assignments whenever someone moves to another location or their responsibilities change.
The Calendar is shared across the whole dealership. Branch assignments do not limit which Calendar events a team member can see.
Check Pending deals after changing an address
When a branch address changes, DealerSpot updates taxes for some Pending transactions. Open the affected deals and confirm their tax details before completing them.
Use the General page
The General page shows:
- The dealership name
- Active team members and invitations
- Your branch list and website addresses
Choose Branches when you need to edit a location.
Guide Spot's responses
Open the AI page in Settings to add:
- Custom instructions for dealership preferences or common rules
- Brand voice for the tone Spot should use
Keep the instructions short and clear. Do not add passwords, payment details, or customer information that Spot does not need. Always review Spot's work before using it.
The vehicle Listing generator does not use these instructions. See Spot and AI Tools for details.
Setup checklist
- Use a dealership name your team will recognize.
- Complete the address for every branch.
- Add current customer phone numbers and email addresses.
- Review team branch access after staffing changes.
- Update Spot instructions when your dealership's process or tone changes.