> ## Documentation Index
> Fetch the complete documentation index at: https://viewerdocs.planpoint.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> This article describes how to create a plan viewer with Planpoint starting with the first module: the general settings.

<Note>**Prerequisite** You should have all your content already prepared. For more details about the content, please read the [checklist](/checklist).</Note>

<Steps>
  <Step title="Step 1">
    Click on the + button on the upper left side of the dashboard.

    <Frame>
      <img src="https://i.postimg.cc/Gpk7mnhC/m1-1.jpg" />
    </Frame>
  </Step>

  <Step title="Step 2">
    Assign a project name, address, choose the project type (sales, rental, land, commercial), and select whether you want to skip the floor or not. This allows you to jump directly from the project render to the unit you choose to view. This feature is typically used for small projects.

    <Frame>
      <img src="https://i.postimg.cc/V6Nzs81k/settings-1.jpg" />
    </Frame>

    Choose the specific plan for this specific project. Plans are based on the number of **units per project.** Larger real estate projects require a larger monthly plan.

    <Frame>
      <img src="https://i.postimg.cc/fWG6DsN8/m1-3.jpg" />
    </Frame>
  </Step>

  <Step title="Step 3">
    The project is now created but empty. In your dahsboard, click on **details.**

    <Frame>
      <img src="https://i.postimg.cc/qRgdVxXt/settings-2.jpg" />
    </Frame>

    This will redirect you to the **settings** module, where you will find the following tabs:

    <Frame>
      <img src="https://i.postimg.cc/SK2wgxy8/settings-3.jpg" />
    </Frame>
  </Step>

  <Step title="Step 4">
    Under **details** you can do the following:

    * Define a cover image. This is the image that will appear in the card preview of the project in the dashboard and will also be your main building image. Please choose a high-resolution image, but no bigger than 1 MB.

    * Edit the project's name.

    * If you wish, you can add the website URL of your project, which will redirect you to the project's website.

    * You can also add an internal URL for the project. This is intended for your marketing and sales teams.

    <Frame>
      <img src="https://i.postimg.cc/MZbgP48s/settings-4.jpg" />
    </Frame>

    * Configure the various connections we offer. If there is another connection you'd like to have, please contact us, and we’ll be happy to assist you. Additionally, you can explore our [Zapier](https://viewerdocs.planpoint.io/zapier) integration with Planpoint.

    <Frame>
      <img src="https://i.postimg.cc/CLKwpDSp/settings-collage.jpg" />
    </Frame>

    * Pause or delete the project's suscription

    <Frame>
      <img src="https://i.postimg.cc/d35nxg8c/m1-7.jpg" />
    </Frame>
  </Step>

  <Step title="Step 5">
    After finishing with the project details, move on to the **customization** tab. Here you can do the following:

    * Select the property type (Condominium, rental, townhouse, house, land, retail, office, commercial, industrial).

    * Turn on/off prices. When turned on, the plan viewer will show each unit's price.

    * Turn on/off availabilities. When turned on, the plan viewer will specify wether each unit is available or not.

    * Turn on/off freely the unit information. This includes inclusions, parking, orientation, bathrooms, descriptions, finishes and more.

    <Frame>
      <img src="https://i.postimg.cc/P54cXV46/style-embed-4.png" />
    </Frame>

    * Finishing this section, we can see everything related to enterprise. Here you can add the project to the enterprise you have already created. Learn more about the [enterprise feature](https://viewerdocs.planpoint.io/enterprise).

    <Frame>
      <img src="https://i.postimg.cc/15LxyYgr/m1-9.jpg" />
    </Frame>
  </Step>
</Steps>

<Info>Keep in mind that you can always preview your work in progress by navigating to the settings module, under the **Style & Embed** tab</Info>

## Troubleshooting

Here's how to solve some common problems when setting up a project.

<AccordionGroup>
  <Accordion title="Why can't I start a new project?">
    Please remember to add a credit card to your profile before initiating a project.
  </Accordion>

  <Accordion title="Can I change the monthly plan for a project?">
    Yes, you can change a monthly plan for a project only if it's a **rental** one. Rental projects are based in vacant units.
  </Accordion>

  <Accordion title="How can I connect my CRM to Planpoint?">
    For any connections, please contact us via support @ planpoint.io.
  </Accordion>
</AccordionGroup>