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Configuration

Administration → Configuration — configure the business — nothing here changes which code runs. Needs booking:admin. Six tabs: Features, Terminology, Booking rules, Tenant settings, Custom Fields and Document Types.

Features​

Features tabFeatures tab
Features — each capability is in use, switched off, coming soon or not on your plan. Select image to enlarge.

Each row is one capability with a state:

StateMeaning
In useOn, and the screens for it are available
Switched offAvailable to you, but not turned on
Not on your planA billing fact — the plan would have to change (Account & API)
Coming soonNot built yet

The features are Online booking, Staff scheduling, Resource booking, Payments, Recurring bookings, Classes & group sessions, Waiting list, Customer portal, Packages, Memberships, Gift cards, Coupons, Reviews, Point of sale, Calendar integrations, WhatsApp notifications and API access. Turning one on shows its pages in the sidebar; turning it off hides them (data is kept). Point of sale, two-way calendar sync and WhatsApp delivery are not built yet — iCalendar feeds work today.

Terminology​

Terminology tabTerminology tab
Terminology — singular and plural names for the six core things. Select image to enlarge.

Rename Customer, Staff, Service, Booking, Resource and Location — a singular and a plural each. Renaming a clinic's Customer to Patient changes the words on screen, never a route, a field or an integration name.

Booking rules​

Booking rules tabBooking rules tab
Booking rules — assignment and limits, and the public booking page. Select image to enlarge.

Assignment and limits

RuleEffect
Default staff assignment / Default resource assignmentWho picks the staff member or resource when the service does not say
Max reschedulesHow many times one booking may be moved before the customer has to ask
Reschedule notice (hours)Minimum notice for a move
Late cancellation fee (%)Charged on a cancellation inside the window
No-show alert above (%)The percentage above which the No-show rate tile on Reports turns red

Public booking page — whether customers choose their staff member, choose a location and choose a resource; whether they can book without an account; and the payment required before the slot is held (Nothing up front, a deposit, or the full amount). Save rules stores them. Rules can apply to the whole business or be narrowed to one location.

Tenant settings​

Tenant settings tabTenant settings tab
Tenant settings — platform-level key/value settings. Select image to enlarge.

A table of Key, Type, Value, Description, Updated with Add Setting, edit and delete. These are platform-level settings shared with other modules (for example whether uploaded customer documents are read automatically) and are a different store from the booking rules above. A key the screen does not know still edits as plain key and value.