Workspace Settings
Your workspace is your facility's private environment in Canterly. All data — horses, clients, bookings, and billing — belongs to your workspace.
Accessing settings
Go to Settings in the left sidebar to manage your workspace configuration.
General settings
| Setting | Description |
|---|---|
| Facility name | Displayed in emails and invoices sent to clients |
| Contact email | Used as the reply-to on client communications |
| Address | Appears on invoices |
| Logo | Uploaded logo shown in emails and the client portal |
| Timezone | All dates and times are displayed in this timezone |
Team members
Invite staff members to your workspace from Settings → Team.
- Click Invite Member
- Enter their email address
- Choose a role (see Roles & Permissions)
- Click Send Invite
The invitee receives an email to set up their account and access your workspace.
Removing a team member
Go to Settings → Team, find the member, and click Remove. Their access is revoked immediately. Any bookings or records they created remain intact.
Regions
Canterly operates across multiple regions. Your workspace is created in the region you selected during sign-up. The region affects:
- Data residency (where your data is stored)
- Latency (choose the region closest to your facility)
Workspaces cannot be migrated between regions. Contact support if you need assistance.
Notifications
Configure which automated emails are sent from your workspace under Settings → Notifications:
- Booking confirmation emails
- Booking reminder emails (set lead time)
- Invoice emails