Settings
Configure every aspect of your business from the Settings section in the left sidebar. This covers your profile, billing, payments, users, system preferences, and third-party integrations.
Business Profile
Navigate to Settings > Profile to manage your personal and business identity.
| Section | Fields |
|---|---|
| Personal Details | Full Name, Email |
| Company Information | Company Logo (media picker), Company Name |
| Contact Information | Contact Email (used for notifications), Phone Number, Mobile Number |
| Notification Recipients | Additional email addresses that receive system notifications |
| Address | Address Line 1 & 2, City, State/Province, Postal Code, Country |
The Contact Email is used for all system notifications. You can add multiple notification recipients to ensure the right people are kept informed.
Billing & Invoicing
Navigate to Settings > Billing to configure your invoicing, quotes, and payment details.
Document Numbering
| Field | Description |
|---|---|
| Quote Prefix | Prefix for quote numbers (default: "Q") |
| Estimate Prefix | Prefix for estimate numbers (default: "EST") |
| Invoice Prefix | Prefix for invoice numbers (default: "INV") |
| Next Quote Number | The next auto-generated quote number |
| Next Invoice Number | The next auto-generated invoice number |
Payment Terms
| Field | Description |
|---|---|
| Default Tax Rate | Applied to new quotes and invoices |
| Default Payment Terms | Days until invoice is due |
| Default Quote Validity | Days until a quote expires |
| Currency | Default currency for documents |
Bank Accounts
Add one or more bank accounts for bank transfer payments:
| Field | Description |
|---|---|
| Bank Name | Name of the bank |
| Account Name | Account holder name |
| Account Holder Address | Address on the account |
| BSB | Bank-State-Branch number (Australia) |
| Account Number | Bank account number |
| SWIFT/BIC | International bank identifier |
| IBAN | International bank account number |
| Bank Address | Bank's address |
You can add multiple bank accounts and set one as the default.
Payment Reminders
| Setting | Description |
|---|---|
| Late Payment Reminders | Send reminders for overdue invoices |
| Late Reminder Days | Days after due date to send (e.g., 3, 7, 14) |
| Upcoming Payment Reminders | Remind customers before payment is due |
| Upcoming Reminder Days | Days before due date to send (e.g., 7, 3) |
Invoice Settings
| Setting | Description |
|---|---|
| Bank Transfer Enabled | Accept bank transfers |
| Credit Card Enabled | Accept card payments |
| Partial Payments Enabled | Allow partial payments on invoices |
| Default Payment Method | Card or Bank Transfer |
Customisation
| Field | Description |
|---|---|
| Tax Label | Label for tax (default: "VAT") |
| Tax Registration Label | Label for your tax registration |
| Tax Registration Number | Your business tax number |
| Quote Footer / Invoice Footer | Custom text at the bottom of documents |
| Quote Terms / Invoice Terms | Terms and conditions text |
| Payment Instructions | Instructions shown to customers |
Product Catalog
Navigate to Settings > Catalog to maintain a library of pre-built products and services for use in quotes and invoices.
Catalog Items
Each item has:
| Field | Description |
|---|---|
| Name | Item name (required) |
| Category | Grouping category |
| SKU / Code | Stock keeping unit or reference code |
| Description | Item description |
| Features | One per line — used in quote recommendations |
| Unit | Each, Hour, Day, Square Meter, Square Foot, Meter, or Fixed Price |
| Unit Price | Price per unit |
| Tax Inclusive | Whether the price includes tax |
| Active | Show or hide the item |
Browse your catalog with search, category filtering, and toggle for showing inactive items. Items are grouped by category in the list view.
When creating quotes or invoices, select items from your catalog to auto-fill line item details.
Users & Access
Navigate to Settings > Users to manage admin and sub-admin accounts. This page is only accessible to the main admin.
Managing Users
- View all admin users with name, email, role, and creation date
- Search by email or name
- Role badges: Main (owner), Admin, You (current user)
Adding an Admin
- Click Create New Admin
- Enter the user's details in the modal
- The new admin can log in and access the system
Removing an Admin
Click delete on any admin account. The main admin account and your own account cannot be deleted.
Sub-admins see a filtered menu based on the Menu Configuration settings. They cannot access user management.
Menu Configuration
Navigate to Settings > Menu to control which sections sub-admin users can see. This page is only accessible to the main admin.
- Toggle entire menu groups on or off (Dashboard, Services, Bookings, Customers, Marketing, Settings, etc.)
- Toggle individual menu items within each group
- Disabling a group automatically disables all items within it
- Changes take effect immediately for sub-admin users
System Settings
Navigate to Settings > System for global technical and operational settings.
Date & Time
| Setting | Description |
|---|---|
| Time Format | 12-hour or 24-hour |
| Date Format | dd/mm/yyyy, mm/dd/yyyy, dd.mm.yyyy, mm.dd.yyyy |
| Date Separator | "/" or "." |
| Default Timezone | Your business timezone |
| Time Slot Interval | 15, 20, 30, or 60 minutes |
| Min Time Before Booking | Minimum notice required (minutes, default 120) |
| Max Days in Advance | How far ahead customers can book (default 90 days) |
| Initial Hold Duration | Minutes a slot is held when first selected |
Currency
| Setting | Description |
|---|---|
| Currency Symbol | $, £, €, ¥, or custom |
Payment Requests
| Setting | Description |
|---|---|
| Payment Link Expiry | Days until a payment link expires (default 7) |
Tax Configuration
Add and manage multiple tax rates:
- Tax name (e.g., "VAT", "GST")
- Tax rate (percentage)
External Tracking
| Setting | Description |
|---|---|
| Enabled | Toggle external analytics tracking |
| Debug Mode | Show tracking debug information |
Review Integrations
Navigate to Settings > Reviews to connect review platforms and display ratings on your booking page.
Supported Platforms
| Platform | Features |
|---|---|
| Google Business Profile | Sync Google reviews and rating |
| Trustpilot | Sync Trustpilot reviews and rating |
| Sync Facebook reviews and rating | |
| Yelp | Sync Yelp reviews and rating |
For each integration:
| Setting | Description |
|---|---|
| Platform ID | Your business ID on the platform |
| Active | Enable or disable the integration |
| Display on Booking Page | Show the rating on your public booking page |
You can sync reviews manually and view the cached rating, review count, and last synced timestamp. A maximum of 4 integrations are supported (one per platform).
System Status
Navigate to Settings > Status for system health monitoring and diagnostics.
Health Checklist
A configuration verification dashboard that checks:
- Database connectivity
- Service status
- API endpoint health
- Configuration completeness
Results are grouped by category with status indicators: green (ok), amber (warning), red (error). Quick-fix links help resolve issues, and a manual re-check button refreshes the status.
Cron Jobs
Monitor background job schedules:
- Job name and schedule
- Status: succeeded, failed, or pending
- Execution timing with start/end times and duration
- Return messages and detailed logs per run
Platform Logs
Real-time application logs with:
- Log levels: info, warning, error, fatal
- Source identification
- Request metadata (method, path, status code, duration, region, request ID, IP, user agent)
- Expandable log details with console output