Step 8 · Confirm your settings
Confirm your settings
Good news — you're basically done here. Setting up your base already saved everything. This page is just so you know how to change things later.
What's already set
- Your database name. It's called Pool Service, which is how every skill finds it automatically. Leave it as-is and you never think about it.
- Your business details. The name, phone, and email you gave during setup — plus any logo and brand color — are saved. They appear on your customers' service reports, invoices, and payment reminders, and on your dashboard.
Changing something later
You don't go digging through Airtable to update these. Just tell Claude, in plain English, what changed:
Say this to Claude
“Update my business phone number to (555) 123-4567.”
The same goes for your email, logo, or brand color. If you'd rather review everything at once, you can also just re-run setup — “run my Pool Service setup again” — and it'll walk you through your details.
If you renamed your database
If you deliberately renamed your Airtable base to something other than Pool Service, just tell Claude its exact name once and it'll find it. Simplest, though, is to keep the standard name.