Your Interface Settings section within your coreplus account allows you to toggle and change certain features spread throughout your account.

This article includes how to navigate to the Interface Settings as well as a Breakdown of all Interface Settings.


Navigate to the Interface Settings

1. Go to Dashboard and navigate to Setup

2. Select Settings from the dropdown menu

3. Click on Interface Settings, under Administration

💡 Only Supervisors on an account will be able to access Interface Settings


Breakdown of all Interface Settings:


Quantity Invoicing - This allows you to set a quantity amount against a service type. This is helpful when you're needing to work out percentages and multiply service type fees

Invoice Font Size - Defines your invoice font size on your invoice printouts. Ranges from small, regular, medium, large, and extra large.

Master Setting - SMS Appointment Reminders - This setting allows you to easily prevent future SMS reminders from being sent out so you don't need to go into each future appointment and amend them manually

Notification Messages when SMS received - Choose which category of users are able to view SMS responses from clients

Session Timeout - Set an auto log-out timer for when users are idle within their login session.

Two-factor authentication - Two Factor Authentication, also known as two-step verification or 2FA, adds an extra layer of security to your coreplus account. Learn more here

Opt-in to early release program - This option puts you on our internal list of customers who would like to get a sneak peek of features that aren't released to the widespread coreplus community!

Mandatory Client Fields - Select the field Funds to become mandatory for all of your client file details.


Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

Did this answer your question?