Home Settings

Settings

By Osama and 1 other
5 articles

System Settings

The system settings in HostedSuite are reserved for global settings applicable to the administrator of your organization's HostedSuite account. System In the System tab, you can save global settings that will be the default for your account. These settings can be automatically applied to clients and centers, or you can modify client-specific settings in the Organization section of HostedSuite. The system settings in HostedSuite is reserved for the global settings that is applicable as an administrator of the HostedSuite account provided to your organization. Email | Settings | Description | | --- | --- | | Email address | Global email address of your organization | | Display name | Organization's name | | Reply to Email address | Email address where replies should be directed | | Email notifications subject | Subject line for email notifications | | Server | Select a server to be used for sending emails | | Outgoing Server (SMTP) | Set your outgoing server SMTP settings | | Email Signature | Add email signature of your organization | Billing | Settings | Description | | --- | --- | | Rate Source | Select a default service and price rate settings | | Hide Payments Field on Invoice | Enable or disable payment field in the invoice | | Enable Billing Cycles | Enable or disable billing cycles | | Always require service on charges | Ensure a service is always associated with any charges | | Disable Cost Preview | Enable or disable preview cost | | Charge Cutoff Day | Set number of cutoff days | | Default Call Allowance | Set the default call allowance | Dialing Rules | Settings | Description | | --- | --- | | Name | Set a name for the rule | | Center | Select a center to apply the rule | | Type | Set the type of the dialing rule | | Template | Add a template to the dialing rule | | Transfer Type | Set the transfer type | | Ignore External Prepend | Enable or disable external prepend | Console: Twilio Settings (SMS) | Settings | Description | | --- | --- | | Twilio Account SID | Set the Twilio account SID | | Twilio Auth Token | Set the Twilio authentication token | | Twilio Phone Number | Add the Twilio phone number | Branding | Settings | Description | | --- | --- | | Color Scheme | Set the color scheme for your HostedSuite dashboard | | Custom CSS | Set custom CSS to apply for your theme | Scheduling | Settings | Description | | --- | --- | | Disable Dragging in Scheduler | Option to disable dragging | | Hide Cancelled Denied Status in Scheduler for Clients | When enabled, will hide cancelled status | | Hide Payment Status Field | When enabled, will hide the payment status field | | Show Internal Name in Scheduler (Not visible to clients) | When enabled, will show the internal name in scheduler | | Show Reserved By Field | When enabled, will show the reserved by field | | Time Picker Interval (mins) | Set time picker interval in minutes | | Center List Type | Set the list type of centers | | Message on scheduler when room is booked by a different client | Add a custom message when a room is already booked | Global | Settings | Description | | --- | --- | | Default Time Zone | Set the default time zone | | Default Culture | Set the default language | | Excluded Notifications | Add email notifications to be excluded |

Last updated on Dec 19, 2024

Servers

Servers A server is a physical computer on a center's network that runs the HostedSuite Server software. This software provides a local web application accessible even without Internet connectivity. It connects to a client's phone system(s) and offers the operator console web page. Configuration Servers are configured on the main HostedSuite.com website under More > Servers. Typically, each customer will have a single remote server corresponding to the PC at the local center where the HostedSuite server software is installed. In larger deployments with multiple locations, there may be several servers installed at different CoLos or physical centers. A Remote Server must be created for each PC where the HostedSuite server software is installed. Phone Systems Each phone system in HostedSuite runs on a specific server, usually the only configured server. In some cases, you will need to select the specific server for the phone system. Example Deployments Single Center The most common setup. The server is located on-premise and connects to the phone system. Multiple Centers with CoLo PBX In this setup, multiple centers use a centralized CoLo facility. The HostedSuite software is installed on a CoLo server, which connects to the phone system. Each center accesses the HostedSuite console via the server's IP address, e.g., http://192.168.25.1:21483. Multiple Centers with Separate Phone Systems In this scenario, each center has its own phone system but wants to share HostedSuite data. If there is a central server visible to all centers and phone systems, the server software is installed there, and multiple phone systems are configured in HostedSuite. If there is no central server, each center installs the HostedSuite server software, and each phone system runs on its respective server. Creating a new Remote Server 1. In the Settings tab, select Servers 2. Click the New Remote Server button 3. Set the details of your remote server. See below for details 4. Set a password for your server 5. Click Save to add the new server Remote Server Settings | Settings | Description | | --- | --- | | Name | Set name of your server | | IP Address | Set the IP address of your server | | Override Console URL | Add your server URL to override the HostedSuite Console URL | | Time Zone | Set timezone for your server | | Visible Centers | Select the center where the server is being applied to | | Password | Set password for your server |

Last updated on Dec 19, 2024

How to Set Up an Outgoing Email Server in HostedSuite

📧 How to Set Up an Outgoing Email Server in HostedSuite HostedSuite allows you to configure a custom outgoing email server to send system-generated notifications such as missed call alerts, scheduled reports, and other updates. This guide walks you through the setup process. 🔧 Steps to Configure the Outgoing Email Server 1. Go to Settings - In the sidebar, click Settings. - Select System under the Settings section. 2. Open the Email Tab - Click on the Email tab at the top of the page. 3. Fill in Email Details - Email Address: The “From” address used in outgoing system emails (e.g., [email protected]). - Display Name: The name shown to recipients (e.g., Evo Notification). - Reply to Email Address: (Optional) Add a reply-to address if replies should go somewhere specific. - Email Notification Subject: Default subject line for outgoing system notifications (e.g., Notification). 4. Set Up the Server - Server: Select Custom from the dropdown. - Expand the Server section, and enter the following details: - Outgoing Server (SMTP): e.g., smtp.sendgrid.net - Port: Common SMTP ports are 587 (STARTTLS), 465 (SSL), or 25. - Encryption: Choose your encryption method — None, SSL, or TLS. - Start TLS: Enable this option if your provider requires TLS encryption. - User Name: The SMTP username (e.g., apikey for SendGrid). - Password: Your SMTP password or API key. 5. Add Email Signature (Optional) - Click to expand the Email Signature section if you want to include a default signature for all outgoing emails. 6. Click Save - Once completed, click the Save button at the bottom to apply your changes. 💡 Tips and Reminders - Use Your Provider's SMTP Info: If you're unsure what SMTP server address, port, or login credentials to use, these settings are provided by your email service provider (e.g., Google Workspace, Outlook/Microsoft 365, SendGrid, Zoho Mail). Check your provider’s documentation or contact their support. - No SMTP? Use HostedSuite’s Default: If you don’t have an SMTP server, you can choose to use HostedSuite’s internal email server instead. This is useful for simple notifications and quick setup without third-party configuration. - Test Before Going Live: Once configured, send a test notification to confirm everything is working. Make sure notifications don’t land in spam folders. 📬 Need Help? If you run into issues or need additional assistance: - 📞 Call: 888-950-5155 - 📩 Email Support: [email protected] - 📝 Submit a Ticket: https://evo.tech/new-ticket/

Last updated on May 09, 2025

How to Confirm License Deactivation for Non-Active Locations in HostedSuite

Overview If you need to ensure that HostedSuite licenses for non-active locations (e.g., other than PremierWorkspaces) are deactivated, this guide will help you verify license status and confirm proper deactivation. Steps to Confirm Deactivated Licenses 1. Log in to the HostedSuite Admin Portal - Use your admin credentials to log in to the HostedSuite backend. 2. Navigate to the ‘Settings’ Tab - From the left-hand panel, click on Settings or Licenses (depending on your version or access rights). 3. Access the License Management Section - Under Settings, locate License Info, Subscription Management, or a similar section that lists all active licenses. 4. Review the List of Licensed Locations - Look for a list of licensed locations or organizations. - Confirm that only PremierWorkspaces or other authorized locations have active licenses. 5. Check for Active Users or Consoles - Go to Organizations or Users, and filter by location. - Make sure no active users or consoles are associated with locations that should no longer be functional. 6. Cross-Check with Reports (Optional) - Navigate to Reports → Usage or Licenses Report. - Generate a report to see if any activity has been logged from the non-authorized locations. 7. Deactivate or Remove Extra Licenses (If Needed) - If other locations are still listed as active: - Go to Settings → Licensing. - Select the location and choose Deactivate or Remove License. - Save your changes. Confirmation Steps - After deactivation, try to: - Log into a console under the deactivated location (should fail). - View if the license status is marked as Inactive or Removed. - Confirm no calls or console access are logged for that location. Common Issues | Issue | Solution | | --- | --- | | License still active after deactivation | Double-check if user sessions are still running. You may need to force logout. | | Cannot find location in license list | It might have already been removed or renamed. Check Organization settings. | | Error when deactivating | Ensure you have admin-level access. Contact HostedSuite support if issue persists. |

Last updated on Aug 05, 2025