Skip to main content

Administration overview

Everything in Administration needs booking:admin. It configures how the business behaves; nothing here changes which code runs — the product is configuration, not customisation.

PageWhat it controls
Business ProfileWho the business is, its default rules, the setup checklist and business templates
Booking PageThe public page customers book on and the code that puts it on your website
ConfigurationFeatures, terminology, booking rules and tenant settings
Custom fields and documentsExtra questions on records, and the customer document types
WorkflowYour own status names over the fixed booking lifecycle
Role PermissionsWhich role holds which permission
Account & APIPlan and usage, API keys and webhooks
Outbox EventsEmails queued for delivery

Three rules this module follows​

  1. Templates are starting points. Applying a business template unpacks ordinary features, terminology and settings, and is then forgotten. Nothing branches on the business type.
  2. Features have two gates. Available on your plan is a billing fact; switched on by you is a preference. They are shown separately so the screen can say "upgrade your plan" and "switch it on" as the different problems they are.
  3. Terminology is labels only. Renaming Customer to Patient changes the words, never a route, field or integration name.