You’ll see four tabs across the top: Profile, Payments, Notifications, and Taxes & Fees, as well as Integrations if applicable.

Update your personal account details.

You can edit:

Click the pencil icon to make changes, then hit Save. If you need to change the email address associated with your Boatyard account, please get in touch with support for assistance.

Manage the payment information your business uses.

You can update:

Control which updates are sent to your email, as well as which notifications will show up in your dashboard.

Email notification options

Parts notifications

You can toggle each notification type on or off to match your workflow.

All activity will still appear in the dashboard.

Connect Boatyard to other software your business uses, such as QuickBooks.

You can:

Note: Only team members with the Accounting permission can access this tab.

Set and Maintain the Taxes, Misc. Fees, and Labor Rates across your account

Create and manage up to 20 labor categories.

You can:

Click + Add Labor Type to create a new category, or use the pencil icon to update an existing one.

Choose what your location's sales tax applies to: parts, labor, both, or exempt. Tax rates are set separately, in the section below.

You can:

Use the pencil icon to change the default sales type.

Control how sales tax is applied across your account.

You can edit:

Click + Add Tax Rate to create a new rate, or use the pencil icon to update an existing one or change how tax is applied. Hit Save when finished.

Set the discount customers receive when they pay by ACH (a direct payment from their bank account).

You can:

Use the pencil icon to change the discount. Hit Save when finished.

Create the tags your team uses to mark details about customers, such as VIP.

You can:

Click Create Tag to create a new tag, or use the pencil icon to update an existing one.