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Open Settings → Business Info in the Avoca dashboard. The page is a hub of tiles rather than one long settings form.
The tiles you see depend on your team’s enabled products and your permissions. A saved URL does not bypass those requirements.
Business Info settings tiles for knowledge, booking, CRM data, alerts, members, and capacity

Business Info is organized into settings tiles; availability varies by team.

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Choose the right source of truth

The CRM remains the source of truth for its catalog and customer records. The Business Info pages control how Avoca interprets or uses those records. If a job type, business unit, tag, or technician is missing, correct or sync the CRM record before creating a duplicate in Avoca.

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Make a safe change

  1. Confirm the team name in the dashboard.
  2. Open the relevant Business Info tile.
  3. Record the current setting before changing live booking, routing, fee, or notification behavior.
  4. Save the smallest required change.
  5. Test the affected scenario in the appropriate Avoca testing surface.
  6. Check the resulting call, message, booking, or alert.
Business Info is shared by several Avoca products. A change to hours, service areas, catalog mappings, fees, or capacity can affect live customer conversations immediately.

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If a tile is missing

Confirm that you selected the right team, that the product is enabled, and that your role has the relevant view or edit permission. Ask a team admin or Avoca Support for access rather than using another team’s configuration as a workaround.